| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -4.01% | -9.98% | 22.46% | 15.97% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 18.48% | 14.71% | 15.51% |
| Negative volatility | 16.36% | 10.55% | 10.79% |
| Sharpe | Neg | 0.39 | 0.24 |
| Sortino | Neg | 0.54 | 0.34 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Global Consumer Brands Y $ | 18.50% | -23.14% | 21.10% | 19.87% | -1.50% | -4.01% | |
| Equity Sector - Consumers Goods | 22.23% | 2.57% | -3.53% | 6.83% | -1.99% | 9.62% | |