| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 11.28% | 5.72% | 16.57% | 89.07% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.84% | 14.36% | 15.78% |
| Negative volatility | 9.71% | 10.11% | 9.05% |
| Sharpe | Neg | 0.05 | 0.77 |
| Sortino | Neg | 0.07 | 1.35 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity FAST Global A PF Cap $ | 37.42% | 22.63% | 12.39% | -1.18% | -0.51% | 11.28% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |