| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.13% | -2.09% | 17.37% | 31.11% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 18.60% | 17.42% | 16.98% |
| Negative volatility | 16.30% | 11.90% | 11.38% |
| Sharpe | Neg | 0.27 | 0.38 |
| Sortino | Neg | 0.40 | 0.57 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| CT IF American Smaller Companies R Inc GBP | 35.55% | -12.86% | 18.35% | 15.46% | -8.14% | 4.13% | |
| Equity Usa - Mid & Small Cap Growth | 13.02% | -21.37% | 14.90% | 21.50% | -2.74% | 3.44% | |