| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -4.77% | -1.00% | 36.35% | 38.21% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.69% | 12.45% | 13.37% |
| Negative volatility | 10.92% | 7.12% | 8.03% |
| Sharpe | 0.07 | 0.75 | 0.55 |
| Sortino | 0.11 | 1.30 | 0.91 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Global Focus A Dis $ | 23.11% | -15.50% | 16.99% | 19.03% | 9.63% | -4.77% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |