| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.92% | 4.58% | 17.08% | 19.91% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.78% | 6.57% | 6.82% |
| Negative volatility | 6.66% | 4.51% | 4.56% |
| Sharpe | Neg | 0.22 | 0.27 |
| Sortino | Neg | 0.33 | 0.41 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Global Multi Asset Income YM (G) Dis $ | 11.20% | -7.31% | 1.71% | 10.57% | -0.64% | 6.92% | |
| Diversified Conservative | 8.42% | -10.28% | 6.26% | 11.58% | -1.54% | 1.74% | |