| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.85% | 0.54% | 25.39% | 65.84% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 13.32% | 13.33% | 13.52% |
| Negative volatility | 11.96% | 8.97% | 8.27% |
| Sharpe | Neg | 0.30 | 0.71 |
| Sortino | Neg | 0.44 | 1.16 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Fidelity America Y $ | 35.82% | 1.12% | 8.63% | 15.95% | -2.42% | 5.85% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |