| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.39% | -3.62% | 24.45% | 30.54% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.52% | 13.05% | 15.58% |
| Negative volatility | 13.45% | 8.82% | 10.29% |
| Sharpe | Neg | 0.42 | 0.35 |
| Sortino | Neg | 0.62 | 0.54 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Sustainable US Equity A Dis $ | 33.87% | -24.93% | 19.49% | 18.19% | -2.19% | -0.39% | |
| Equity Focus - ESG (US) | 23.82% | -16.83% | 12.15% | 21.34% | -2.59% | -0.53% | |