| Analysis at 2/18/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.04% | 1.56% | 63.03% | 103.52% |
| Analysis at 2/18/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.10% | 12.02% | 14.35% |
| Negative volatility | 11.51% | 7.12% | 8.50% |
| Sharpe | 0.09 | 1.23 | 1.01 |
| Sortino | 0.12 | 2.07 | 1.71 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| iShares Core S&P 500 UCITS ETF USD (Dist) GBP | 40.89% | -11.54% | 22.86% | 34.49% | 5.11% | -0.04% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |