Analysis at 6/17/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -1.18% | 4.53% | 35.36% | 61.52% |
Analysis at 6/17/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 14.99% | 14.89% | 13.86% |
Negative volatility | 9.47% | 9.92% | 8.33% |
Sharpe | 0.35 | 0.35 | 0.71 |
Sortino | 0.55 | 0.53 | 1.18 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Fidelity Global Special Situations A Acc GBX | 10.68% | 23.88% | -15.77% | 15.20% | 18.64% | -1.18% | |
Equity World (Developed Markets) - Large & Mid Cap | 6.88% | 31.64% | -12.34% | 20.20% | 27.15% | -2.87% |