| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 7.12% | 11.02% | 39.07% | 63.80% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.97% | 10.08% | 12.18% |
| Negative volatility | 5.91% | 5.96% | 7.59% |
| Sharpe | 0.41 | 0.78 | 0.70 |
| Sortino | 0.62 | 1.33 | 1.13 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| CT IF UK Equity Income R Inc GBP | 26.84% | -7.66% | 11.33% | 16.59% | 5.58% | 7.12% | |
| Equity UK - Large & Mid Cap Value | 25.51% | 8.57% | 8.97% | 17.87% | 25.59% | 9.17% | |