| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 8.60% | 10.65% | 28.78% | 31.71% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.72% | 7.31% | 7.61% |
| Negative volatility | 6.36% | 4.48% | 4.76% |
| Sharpe | 0.55 | 0.64 | 0.53 |
| Sortino | 0.84 | 1.05 | 0.85 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Gl. Multi Asset Growth&Income A Dis $ | 11.71% | -8.68% | 4.80% | 11.56% | 5.39% | 8.60% | |
| Total Return (Medium Volatility) | 8.51% | -7.01% | 7.42% | 10.47% | 2.14% | 1.46% | |