| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.84% | 0.60% | 4.92% | -10.18% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.45% | 15.68% | 18.70% |
| Negative volatility | 11.20% | 10.55% | 13.75% |
| Sharpe | 0.04 | 0.05 | Neg |
| Sortino | 0.06 | 0.07 | Neg |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| CT SF UK Mid 250 R Acc GBP | 22.30% | -31.54% | 3.51% | 7.74% | -4.05% | 4.84% | |
| Equity UK - Mid & Small Cap | 25.27% | -25.71% | 18.43% | 9.31% | 8.85% | 4.83% | |