| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.41% | -3.65% | 24.43% | 0.00% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.54% | 13.18% | 16.13% |
| Negative volatility | 13.47% | 8.93% | 11.00% |
| Sharpe | Neg | 0.42 | 0.08 |
| Sortino | Neg | 0.62 | 0.12 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Sustainable US Equity A Cap $ | 8.41% | -24.91% | 19.49% | 17.53% | -1.63% | -0.41% | |
| Equity Focus - ESG (US) | 23.82% | -16.83% | 12.15% | 21.34% | -2.59% | -0.53% | |