THE U.S. EQUITY PORTFOLIO
$49.87
-0.58 (-1.15%)
NAV as of Oct 14, 2026
Performance
- 1 Month
- +1.8%
- 3 Months
- +2.9%
- YTD
- +38.4%
- 1 Year
- +36.7%
- 3 Year annualized
- +20.9%
- 5 Year annualized
- +9.3%
Price return, based on split- and dividend-adjusted closing prices.
Risk
- Volatility 1-year annualized
- 25.7%
- Largest decline max drawdown, last 5 years
- -31.0%
- Risk-adjusted return Sharpe ratio, 1-year
- 1.34
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