| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.13% | 8.10% | 25.74% | 22.98% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 3.95% | 4.75% | 6.49% |
| Negative volatility | 2.63% | 2.58% | 4.42% |
| Sharpe | 1.02 | 0.84 | 0.38 |
| Sortino | 1.53 | 1.55 | 0.56 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity European Multi Asset Income Y Cap EUR | 10.00% | -12.34% | 7.94% | 7.89% | 7.11% | 4.13% | |
| Diversified EUR Balanced | 12.67% | -13.89% | 11.80% | 14.08% | 3.66% | 2.30% | |