| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.57% | 7.89% | 34.21% | 64.15% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.09% | 9.20% | 10.95% |
| Negative volatility | 8.65% | 5.82% | 6.92% |
| Sharpe | 0.23 | 0.71 | 0.80 |
| Sortino | 0.33 | 1.12 | 1.27 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| CT SF Global Equity Income R Acc GBP | 29.96% | -5.76% | 9.18% | 14.94% | 6.15% | 6.57% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Value | 29.56% | -0.76% | 8.86% | 19.01% | 8.31% | 7.17% | |