| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.85% | -4.50% | 15.47% | 27.28% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.86% | 6.57% | 7.47% |
| Negative volatility | 8.34% | 5.00% | 4.77% |
| Sharpe | Neg | 0.19 | 0.42 |
| Sortino | Neg | 0.25 | 0.66 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Us High Yield YM Dis $ | 15.04% | -3.55% | 7.07% | 12.76% | -3.79% | 0.85% | |
| Bond USA - Corporate High Yield | 13.36% | -5.40% | 9.60% | 15.45% | -4.33% | 0.72% | |