| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.47% | 6.09% | 59.66% | 88.63% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.91% | 10.55% | 12.81% |
| Negative volatility | 9.63% | 6.24% | 7.73% |
| Sharpe | 0.29 | 1.24 | 0.98 |
| Sortino | 0.39 | 2.10 | 1.63 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| iShares MSCI World UCITS ETF USD (Dist) GBP | 32.76% | -11.35% | 20.62% | 27.74% | 7.94% | 2.47% | |
| Equity World (Developed Markets) - Large & Mid Cap | 31.64% | -12.34% | 20.20% | 27.15% | 7.21% | 2.21% | |