| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.77% | 5.40% | 18.73% | -3.90% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 17.42% | 15.66% | 18.17% |
| Negative volatility | 10.28% | 9.85% | 13.29% |
| Sharpe | 0.36 | 0.32 | 0.05 |
| Sortino | 0.60 | 0.50 | 0.06 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| CT IF UK Smaller Companies R Inc GBP | 29.15% | -35.89% | 5.83% | 12.74% | -1.73% | 6.77% | |
| Equity UK - Mid & Small Cap | 25.27% | -25.71% | 18.43% | 9.31% | 8.85% | 4.83% | |