| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.82% | -14.22% | -2.54% | 14.45% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.82% | 8.54% | 8.33% |
| Negative volatility | 9.29% | 6.56% | 5.85% |
| Sharpe | Neg | Neg | 0.18 |
| Sortino | Neg | Neg | 0.26 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| HI UK Select R Cap $ | 10.11% | 9.03% | -0.88% | 13.82% | -14.39% | 0.82% | |
| Equity UK - Large & Mid Cap | 27.53% | 1.41% | 10.25% | 14.73% | 19.13% | 7.47% | |