| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -8.40% | -22.11% | 2.89% | 21.46% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.13% | 11.21% | 12.61% |
| Negative volatility | 12.41% | 7.95% | 8.19% |
| Sharpe | Neg | 0.01 | 0.32 |
| Sortino | Neg | 0.01 | 0.49 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MSIF Global Brands Z GBP | 32.30% | -12.33% | 12.79% | 16.25% | -11.15% | -8.40% | |
| Equity World (Developed Markets) - Large & Mid Cap | 31.64% | -12.34% | 20.20% | 27.15% | 7.21% | 2.21% | |