| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.03% | 9.58% | 46.72% | 67.94% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 6.94% | 6.30% | 8.98% |
| Negative volatility | 4.41% | 3.42% | 5.11% |
| Sharpe | 0.92 | 1.51 | 0.99 |
| Sortino | 1.44 | 2.78 | 1.75 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Global Div. Plus Y EUR | 19.28% | -4.92% | 13.42% | 17.25% | 10.90% | 4.03% | |
| Equity World (Developed Markets) - Large & Mid Cap Value | 32.11% | 0.36% | 8.60% | 19.76% | 7.23% | 6.53% | |