| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.24% | -2.78% | 27.70% | 36.25% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.55% | 13.06% | 15.60% |
| Negative volatility | 13.32% | 8.70% | 10.16% |
| Sharpe | Neg | 0.49 | 0.41 |
| Sortino | Neg | 0.73 | 0.63 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity Sustainable US Equity Y $ | 35.04% | -24.30% | 20.51% | 19.21% | -1.37% | -0.24% | |
| Equity Focus - ESG (US) | 23.82% | -16.83% | 12.15% | 21.34% | -2.59% | -0.53% | |