| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.62% | -3.44% | 24.49% | 30.40% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.51% | 12.91% | 15.92% |
| Negative volatility | 13.35% | 8.75% | 10.45% |
| Sharpe | Neg | 0.44 | 0.35 |
| Sortino | Neg | 0.65 | 0.54 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Sustainable US Equity A Cap EUR | 32.85% | -24.83% | 19.77% | 18.74% | -2.43% | -0.62% | |
| Equity Focus - ESG (US) | 23.82% | -16.83% | 12.15% | 21.34% | -2.59% | -0.53% | |