| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.43% | 15.55% | 47.03% | 58.36% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.02% | 7.82% | 10.86% |
| Negative volatility | 3.71% | 4.18% | 7.05% |
| Sharpe | 1.39 | 1.24 | 0.73 |
| Sortino | 2.63 | 2.32 | 1.12 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| CT IF Monthly Extra Income R Inc GBP | 20.86% | -11.38% | 10.30% | 16.44% | 12.40% | 6.43% | |
| Diversified Other Aggressive | 17.32% | -10.17% | 9.72% | 12.92% | 15.90% | 4.40% | |