| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.73% | -5.30% | 12.70% | 22.16% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.84% | 6.55% | 7.47% |
| Negative volatility | 8.46% | 5.10% | 4.88% |
| Sharpe | Neg | 0.07 | 0.32 |
| Sortino | Neg | 0.09 | 0.48 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Us High Yield DM Dis $ | 14.27% | -4.35% | 6.21% | 12.54% | -5.16% | 0.73% | |
| Bond USA - Corporate High Yield | 13.36% | -5.40% | 9.60% | 15.45% | -4.33% | 0.72% | |