| Analysis at 4/13/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -4.71% | 12.13% | 52.23% | 50.29% |
| Analysis at 4/13/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 10.58% | 12.18% | 14.08% |
| Negative volatility | 8.14% | 6.68% | 9.31% |
| Sharpe | Neg | 0.86 | 0.46 |
| Sortino | Neg | 1.56 | 0.70 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Global Financial Services E Cap EUR | 30.61% | -10.44% | 12.36% | 30.37% | 7.06% | -4.71% | |
| Equity Sector - Finance (World) | 34.61% | -3.28% | 12.40% | 33.43% | 14.17% | -0.87% | |