| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.39% | -3.24% | 9.79% | 13.21% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.13% | 6.13% | 6.71% |
| Negative volatility | 6.74% | 4.52% | 4.52% |
| Sharpe | Neg | 0.01 | 0.16 |
| Sortino | Neg | 0.01 | 0.24 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Global Multiple Opp. Y $ | 11.48% | -6.76% | 3.87% | 9.46% | -3.06% | 1.39% | |
| Total Return ESG | 4.69% | -11.47% | 5.77% | 6.83% | 5.24% | 2.45% | |