| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 3.62% | 6.76% | 37.19% | 41.53% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.58% | 12.04% | 13.02% |
| Negative volatility | 11.04% | 7.56% | 8.28% |
| Sharpe | 0.23 | 0.70 | 0.53 |
| Sortino | 0.33 | 1.12 | 0.83 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Global Thematic Opportunities Y Dis EUR | 25.62% | -18.73% | 12.09% | 19.09% | 6.96% | 3.62% | |
| Equity Focus -ESG (World) | 30.95% | -10.38% | 18.95% | 19.01% | 10.43% | 3.36% | |