Compare
Fidelity Global Financial Services Y Cap $ LU1711970159
NAV
- Periodicity
- Daily
- Currency
- United States Dollar
- Last update
- 2/20/2026
- NAV
- 22.050
- Daily change (%)
- 0.50%
Charts
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Performance (Euro)
| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.10% | -0.26% | 46.53% | 76.74% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 10.32% | 13.71% | 14.41% |
| Negative volatility | 7.54% | 8.52% | 8.66% |
| Sharpe | Neg | 0.84 | 0.89 |
| Sortino | Neg | 1.35 | 1.48 |
Annual performance (Euro)
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Global Financial Services Y Cap $ | 33.78% | -9.12% | 13.86% | 31.89% | 9.02% | -2.10% | |
| Equity Sector - Finance (World) | 34.61% | -3.28% | 12.40% | 33.43% | 14.17% | 0.40% | |