| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.46% | -1.54% | 15.30% | 14.00% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 3.82% | 3.12% | 4.14% |
| Negative volatility | 3.05% | 1.93% | 2.73% |
| Sharpe | Neg | 0.56 | 0.36 |
| Sortino | Neg | 0.90 | 0.55 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| LO Funds Short-Term Money Market (GBP) R GBP | 6.70% | -4.13% | 6.36% | 9.73% | -1.28% | 0.46% | |
| Money Markets British Pound (GBP) | 6.65% | -3.91% | 7.34% | 10.28% | -1.16% | 0.41% | |