| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 3.89% | 6.52% | 37.16% | 41.68% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.38% | 12.18% | 12.81% |
| Negative volatility | 11.02% | 7.62% | 8.13% |
| Sharpe | 0.21 | 0.68 | 0.53 |
| Sortino | 0.30 | 1.09 | 0.84 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Global Thematic Opportunities Y $ | 26.70% | -18.84% | 11.87% | 18.51% | 7.20% | 3.89% | |
| Equity Focus -ESG (World) | 30.95% | -10.38% | 18.95% | 19.01% | 10.43% | 3.36% | |