| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 7.43% | 10.21% | 37.33% | 53.35% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.20% | 10.23% | 12.64% |
| Negative volatility | 6.24% | 6.18% | 7.97% |
| Sharpe | 0.20 | 0.69 | 0.58 |
| Sortino | 0.30 | 1.14 | 0.92 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| CT IF UK Growth & Income R Inc GBP | 26.43% | -10.56% | 11.61% | 15.25% | 4.07% | 7.43% | |
| Equity UK - Large & Mid Cap | 27.53% | 1.41% | 10.25% | 14.73% | 19.13% | 7.47% | |