| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 3.76% | 5.66% | 33.75% | 35.81% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.35% | 12.17% | 12.80% |
| Negative volatility | 11.13% | 7.73% | 8.25% |
| Sharpe | 0.16 | 0.61 | 0.47 |
| Sortino | 0.22 | 0.96 | 0.72 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Global Thematic Opportunities A Cap $ | 25.66% | -19.52% | 10.94% | 17.52% | 6.28% | 3.76% | |
| Equity Focus -ESG (World) | 30.95% | -10.38% | 18.95% | 19.01% | 10.43% | 3.36% | |