| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 3.95% | 6.95% | 21.64% | 16.34% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 3.99% | 4.76% | 6.50% |
| Negative volatility | 2.77% | 2.76% | 4.59% |
| Sharpe | 0.75 | 0.61 | 0.21 |
| Sortino | 1.09 | 1.05 | 0.30 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity European Multi Asset Income E Cap EUR | 8.80% | -13.30% | 6.75% | 6.67% | 6.00% | 3.95% | |
| Diversified EUR Balanced | 12.67% | -13.89% | 11.80% | 14.08% | 3.66% | 2.30% | |