| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -1.80% | -1.50% | 43.88% | 62.87% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 17.40% | 14.67% | 14.98% |
| Negative volatility | 12.84% | 8.92% | 9.38% |
| Sharpe | Neg | 0.78 | 0.70 |
| Sortino | Neg | 1.29 | 1.12 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| CT IF American R Acc GBP | 36.94% | -16.75% | 17.42% | 27.36% | 5.22% | -1.80% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |