| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.90% | 4.57% | 17.08% | 19.82% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.78% | 6.58% | 6.80% |
| Negative volatility | 6.67% | 4.51% | 4.54% |
| Sharpe | Neg | 0.23 | 0.27 |
| Sortino | Neg | 0.33 | 0.41 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Global Multi Asset Income Fund Y Cap $ | 11.31% | -7.34% | 1.68% | 10.60% | -0.65% | 6.90% | |
| Diversified Conservative | 8.42% | -10.28% | 6.26% | 11.58% | -1.54% | 1.74% | |