Analysis at 6/13/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -0.77% | 6.62% | 37.05% | 65.70% |
Analysis at 6/13/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 17.51% | 15.36% | 13.85% |
Negative volatility | 10.44% | 9.43% | 8.16% |
Sharpe | 0.49 | 0.43 | 0.69 |
Sortino | 0.83 | 0.70 | 1.17 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Fidelity Global Focus E Cap EUR | 11.93% | 21.21% | -16.00% | 16.33% | 18.78% | -0.77% | |
Equity World (Emerging & Developed Markets) - Large & Mid Cap | 7.18% | 28.08% | -12.58% | 18.65% | 25.90% | -2.34% |