| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.34% | -0.07% | 46.57% | 76.61% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 10.31% | 13.36% | 14.50% |
| Negative volatility | 7.41% | 8.37% | 8.74% |
| Sharpe | Neg | 0.87 | 0.89 |
| Sortino | Neg | 1.39 | 1.47 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Global Financial Services Y EUR | 32.70% | -8.98% | 14.15% | 32.48% | 8.78% | -2.34% | |
| Equity Sector - Finance (World) | 34.61% | -3.28% | 12.40% | 33.43% | 14.17% | 0.40% | |