| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.53% | -7.81% | 15.45% | 36.24% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 14.80% | 11.78% | 11.94% |
| Negative volatility | 13.03% | 8.07% | 7.47% |
| Sharpe | Neg | 0.28 | 0.56 |
| Sortino | Neg | 0.42 | 0.90 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity American Growth Y Dis $ | 31.80% | -7.79% | 8.42% | 22.77% | -5.34% | -3.53% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |