Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSEPX (Fidelity Advisor Sustainability U.S. Equity Fund Class M) | 12.48% | 30.79% | 19.56% | NA | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/16/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSEPX (Fidelity Advisor Sustainability U.S. Equity Fund Class M) | 06/16/2021 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 30.79 | 19.56 | NA | NA | NA | NA | … | … | 12.48 | 16.23 | 19.60 | 23.98 | -20.08 | 12.01 |
| Sharpe Ratio | NA | 2.10 | 1.04 | NA | NA | NA | NA | … | … | 1.90 | 0.65 | 1.27 | 1.44 | -0.85 | 1.77 |
| Standard Deviation(%) | NA | 13.93 | 16.18 | NA | NA | NA | NA | … | … | 16.24 | 20.95 | 12.61 | 14.22 | 25.36 | 12.98 |
| Draw Down(%) | NA | 10.18 | 22.86 | NA | NA | NA | NA | … | … | 10.18 | 22.18 | 8.09 | 12.24 | 27.09 | 6.12 |
| Yield(%) | 0.00 | 0.00 | 0.01 | 0.11 | 0.06 | 0.04 | 0.03 | … | … | 0.00 | 0.00 | 0.00 | 0.02 | 0.27 | 0.23 |
Data as of 06/03/2026, Common starting date is 06/16/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSEPX (Fidelity Advisor Sustainability U.S. Equity Fund Class M) |
4.75%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSEPX (Fidelity Advisor Sustainability U.S. Equity Fund Class M) |
21.67%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
