| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.83% | -4.52% | 15.45% | 27.24% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.85% | 6.56% | 7.48% |
| 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 Y Dis $ | 15.09% | -3.58% | 7.07% | 13.45% | -4.37% | 0.83% | |
| Bond USA - Corporate High Yield | 13.36% | -5.40% | 9.60% | 15.45% | -4.33% | 0.72% | |