| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.66% | -8.60% | 12.53% | 30.61% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 14.78% | 11.78% | 11.95% |
| Negative volatility | 13.17% | 8.19% | 7.60% |
| Sharpe | Neg | 0.21 | 0.49 |
| Sortino | Neg | 0.31 | 0.77 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity American Growth A Cap $ | 30.69% | -8.57% | 7.50% | 21.71% | -6.11% | -3.66% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |