| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.09% | 14.13% | 43.72% | 56.52% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.58% | 9.73% | 13.18% |
| Negative volatility | 5.00% | 5.71% | 8.13% |
| Sharpe | 1.02 | 0.96 | 0.70 |
| Sortino | 1.95 | 1.64 | 1.14 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Russell Inv. UK Eq. P Cap GBP | 23.96% | -12.20% | 13.46% | 16.17% | 13.06% | 5.09% | |
| Equity UK - Large & Mid Cap | 27.53% | 1.41% | 10.25% | 14.73% | 19.13% | 7.47% | |