Fidelity Concentrated Canadian Eq Pvt Pl Cl Sr F (FID9611)

30.70 +0.31 (+1.03%) CAD  |  Dec 04 2025
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FID9611 Historical Sortino (5Y)

Historical Sortino (5Y) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Historical Sortino Ratio Definition

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Measures risk-adjusted return like the Sharpe Ratio but focuses only on downside volatility, isolating harmful fluctuations while ignoring upside movements.

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Historical Sortino (5Y) Range, Past 5 Years

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Historical Sortino (5Y) Benchmarks

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Sun Life MFS Canadian Equity Srs F Upgrade
Russell Inv Canadian Equity Pool Series F Upgrade
Fidelity Canadian Equity Private Pool Series F Upgrade
Franklin ClearBridge Canadian Equity Fund - Sr F Upgrade
RBC QUBE Canadian Equity Sr F Upgrade

Historical Sortino (5Y) Related Metrics

Alpha (5Y) Upgrade
Beta (5Y) Upgrade
Alpha (vs YCharts Benchmark) (5Y) Upgrade
Beta (vs YCharts Benchmark) (5Y) Upgrade
Annualized Standard Deviation of Monthly Returns (5Y Lookback) Upgrade
Historical Sharpe Ratio (5Y) Upgrade
Max Drawdown (5Y) Upgrade
Monthly Value at Risk (VaR) 5% (5Y Lookback) Upgrade

Historical Sortino (5Y) Excel Add-In Codes

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Metric Code: historical_sortino_5y
Latest Data Point: =YCP("M:FID9611.TO", "historical_sortino_5y")
Last 5 Data Points: =YCS("M:FID9611.TO", "historical_sortino_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.