| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.16% | 7.40% | 27.17% | 40.65% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.82% | 11.08% | 13.00% |
| Negative volatility | 6.57% | 6.96% | 8.40% |
| Sharpe | 0.34 | 0.47 | 0.44 |
| Sortino | 0.46 | 0.75 | 0.68 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Switzerland Y CHF | 28.43% | -18.12% | 11.22% | 4.24% | 11.01% | 6.16% | |
| Equity Switzerland - Large & Mid Cap | 29.48% | -12.20% | 12.91% | 5.59% | 18.84% | 6.14% | |