| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -1.05% | -4.44% | 43.99% | 61.14% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 14.93% | 12.31% | 14.31% |
| Negative volatility | 12.25% | 7.72% | 9.06% |
| Sharpe | Neg | 0.86 | 0.71 |
| Sortino | Neg | 1.37 | 1.12 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Russell Inv. US Eq. D Cap GBP | 32.58% | -16.06% | 21.96% | 28.42% | 0.14% | -1.05% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |