| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 3.51% | 5.82% | 33.72% | 35.58% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.54% | 12.03% | 13.02% |
| Negative volatility | 11.16% | 7.67% | 8.41% |
| Sharpe | 0.18 | 0.63 | 0.46 |
| Sortino | 0.25 | 0.99 | 0.72 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Global Thematic Opportunities A Cap EUR | 24.65% | -19.42% | 11.15% | 18.05% | 6.04% | 3.51% | |
| Equity Focus -ESG (World) | 30.95% | -10.38% | 18.95% | 19.01% | 10.43% | 3.36% | |