Analysis at 7/18/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -6.55% | 1.84% | 26.59% | 34.35% |
Analysis at 7/18/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 20.50% | 17.24% | 15.87% |
Negative volatility | 16.54% | 11.59% | 10.77% |
Sharpe | Neg | 0.44 | 0.39 |
Sortino | Neg | 0.65 | 0.57 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Fidelity Global Consumer Brands A Cap $ | 20.11% | 17.47% | -23.80% | 20.05% | 18.86% | -6.55% | |
Equity Sector - Consumers Goods | 12.50% | 22.23% | 2.57% | -3.53% | 6.83% | -0.70% |