| Analysis at 3/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.13% | 8.80% | 57.05% | 79.78% |
| Analysis at 3/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.17% | 12.06% | 14.60% |
| Negative volatility | 11.68% | 7.25% | 8.78% |
| Sharpe | 0.10 | 1.11 | 0.87 |
| Sortino | 0.13 | 1.85 | 1.44 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Vanguard US 500 Stock Index Inv EUR | 37.81% | -13.23% | 21.31% | 32.70% | 3.45% | -3.13% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | -1.20% | |