| Analysis at 6/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 12.60% | 26.35% | 66.24% | 94.94% |
| Analysis at 6/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.48% | 13.10% | 14.87% |
| Negative volatility | 3.35% | 7.44% | 8.87% |
| Sharpe | 1.89 | 1.20 | 0.87 |
| Sortino | 6.48 | 2.11 | 1.45 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Vanguard US 500 Stock Index Inv EUR | 37.81% | -13.23% | 21.31% | 32.70% | 3.45% | 12.60% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 10.24% | |