| Analysis at 2/18/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 9.40% | 30.58% | 62.11% | 100.36% |
| Analysis at 2/18/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.49% | 11.19% | 13.94% |
| Negative volatility | 1.46% | 6.32% | 8.54% |
| Sharpe | 3.00 | 1.13 | 0.96 |
| Sortino | 15.41 | 2.01 | 1.57 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| iShares UK Dividend UCITS ETF GBP (Dist) | 32.15% | -6.97% | 8.31% | 17.47% | 25.43% | 9.40% | |
| Equity UK - Large & Mid Cap | 27.53% | 1.41% | 10.25% | 14.73% | 19.13% | 7.47% | |