| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -4.68% | -0.15% | 39.86% | 44.19% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.75% | 12.48% | 13.39% |
| Negative volatility | 10.81% | 7.00% | 7.89% |
| Sharpe | 0.12 | 0.81 | 0.61 |
| Sortino | 0.19 | 1.45 | 1.03 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Global Focus Y $ | 24.13% | -14.77% | 17.95% | 20.12% | 10.55% | -4.68% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |