Compare
Fidelity Global Demographics Y Cap GBP LU0654618890
NAV
- Periodicity
- Daily
- Currency
- British Pound
- Last update
- 2/20/2026
- NAV
- 4.405
- Daily change (%)
- 1.01%
Charts
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Performance (Euro)
| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.39% | -2.29% | 25.10% | 27.33% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 17.07% | 12.57% | 14.08% |
| Negative volatility | 13.36% | 8.41% | 9.37% |
| Sharpe | Neg | 0.46 | 0.36 |
| Sortino | Neg | 0.69 | 0.53 |
Annual performance (Euro)
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Global Demographics Y Cap GBP | 25.22% | -20.97% | 18.09% | 14.60% | 0.33% | 0.39% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |