Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNGRX (Fidelity Congress Street ) | NA | 17.46% | 0.79% | 4.31% | 2.80% | 6.33% | 8.57% | … | … |
Data as of 05/18/2011, Common starting date is 06/17/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNGRX (Fidelity Congress Street ) | 06/17/1985 | 05/18/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.46 | 0.79 | 4.31 | 2.80 | 6.33 | 8.57 | … | … | 4.58 | 8.70 | 19.40 | -26.70 | 10.77 | 16.64 | 3.15 | 6.39 | 23.09 | -16.74 | -9.00 | 2.79 | 11.05 | 24.67 | 22.82 | 22.34 | 38.63 | 5.85 | 8.07 | -0.58 | 32.59 | 2.57 | 34.32 | 12.44 | 4.78 | 26.50 | 17.57 |
| Sharpe Ratio | NA | 1.28 | 0.03 | 0.15 | 0.08 | NA | NA | … | … | 1.29 | 0.56 | 0.97 | -0.83 | 0.56 | 1.44 | 0.10 | 0.53 | 1.46 | -0.75 | -0.69 | -0.07 | 0.52 | 1.24 | -1.82 | 1.64 | 4.54 | 0.33 | 0.68 | -0.31 | 2.12 | -0.17 | 2.04 | 0.43 | 0.02 | 1.35 | 2.97 |
| Standard Deviation(%) | NA | 13.54 | 23.53 | 20.22 | 18.03 | NA | NA | … | … | 9.75 | 15.25 | 19.98 | 33.29 | 13.86 | 9.28 | 9.59 | 10.25 | 15.34 | 23.87 | 16.74 | 16.73 | 15.17 | 17.26 | 17.77 | 11.41 | 7.67 | 8.81 | 8.81 | 9.39 | 13.54 | 16.07 | 14.03 | 18.02 | 31.21 | 16.41 | 10.09 |
| Draw Down(%) | NA | 7.66 | 39.16 | 42.84 | 42.84 | NA | NA | … | … | 5.61 | 13.69 | 21.20 | 35.42 | 7.89 | 6.83 | 5.87 | 7.97 | 11.68 | 28.43 | 21.44 | 11.36 | 11.97 | 14.11 | 11.96 | 6.13 | 2.23 | 7.05 | 4.21 | 7.61 | 5.46 | 17.61 | 7.02 | 8.88 | 32.77 | 11.06 | 7.26 |
| Yield(%) | 0.00 | 3.27 | 2.17 | 2.36 | 1.78 | 2.76 | 4.50 | … | … | 0.00 | 3.12 | 2.35 | 1.99 | 2.11 | 1.93 | 1.67 | 1.64 | 1.63 | 0.65 | 1.17 | 1.18 | 1.17 | 1.50 | 1.79 | 2.17 | 2.90 | 2.74 | 2.70 | 2.48 | 3.10 | 4.49 | 4.84 | 3.89 | 5.59 | 3.98 | 1.77 |
Data as of 05/18/2011, Common starting date is 06/17/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNGRX (Fidelity Congress Street ) |
-8.23%
Mar 2000 – Mar 2003 |
-2.95%
Feb 2004 – Feb 2009 |
-0.46%
Feb 1999 – Feb 2009 |
6.48%
Aug 1995 – Aug 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNGRX (Fidelity Congress Street ) |
31.27%
Jul 1994 – Jul 1997 |
26.05%
Jun 1994 – Jun 1999 |
18.36%
Dec 1988 – Dec 1998 |
17.14%
Sep 1985 – Sep 2000 |
Annualized Rolling Returns Comparison Chart