| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.30% | 11.30% | 31.67% | 51.66% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.71% | 9.33% | 11.82% |
| Negative volatility | 6.07% | 5.92% | 7.69% |
| Sharpe | 0.65 | 0.68 | 0.65 |
| Sortino | 1.03 | 1.08 | 1.00 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| CT IF UK Institutional R Acc GBP | 23.30% | -7.22% | 9.32% | 11.26% | 8.63% | 6.30% | |
| Equity UK - Large & Mid Cap | 27.53% | 1.41% | 10.25% | 14.73% | 19.13% | 7.47% | |