Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FASIX (FIDELITY ASSET MANAGER 20% FIDELITY ASSET MANAGER 20%) | 2.98% | 9.61% | 7.47% | 3.31% | 4.40% | 4.20% | 4.35% | … | … |
Data as of 06/05/2026, Common starting date is 12/14/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FASIX (FIDELITY ASSET MANAGER 20% FIDELITY ASSET MANAGER 20%) | 12/14/1995 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 9.61 | 7.47 | 3.31 | 4.40 | 4.20 | 4.35 | … | … | 2.98 | 9.58 | 5.34 | 8.00 | -10.20 | 4.04 | 8.62 | 10.64 | -1.64 | 6.98 | 4.70 | -0.30 | 4.11 | 5.16 | 6.83 | 2.63 | 8.73 | 19.50 | -14.17 | 4.77 | 7.32 | 6.19 | 6.42 | 14.41 | -1.42 | 1.33 | 3.61 | 5.71 | 10.32 | 12.41 | 7.81 | 1.04 |
| Sharpe Ratio | NA | 1.60 | 0.89 | 0.15 | 0.59 | NA | NA | … | … | 0.83 | 1.50 | 0.40 | 0.88 | -1.70 | 1.19 | 1.10 | 3.67 | -0.97 | 3.48 | 1.45 | -0.10 | 1.59 | 1.64 | 2.96 | 0.60 | 2.21 | 3.20 | -1.79 | 0.52 | 1.22 | 1.01 | 1.31 | 2.87 | -0.47 | -0.25 | -0.11 | 0.47 | 1.65 | 1.91 | 0.85 | 5.76 |
| Standard Deviation(%) | NA | 4.37 | 4.74 | 5.06 | 4.66 | NA | NA | … | … | 5.49 | 4.47 | 4.33 | 4.97 | 6.86 | 3.37 | 7.59 | 2.50 | 3.13 | 1.82 | 3.09 | 3.20 | 2.57 | 3.13 | 2.31 | 4.37 | 3.90 | 6.06 | 8.44 | 3.13 | 3.20 | 3.89 | 4.16 | 4.77 | 5.49 | 4.56 | 5.37 | 4.95 | 4.16 | 4.56 | 4.84 | 4.51 |
| Draw Down(%) | NA | 3.35 | 4.84 | 13.86 | 13.86 | NA | NA | … | … | 3.35 | 3.85 | 2.25 | 4.84 | 13.38 | 2.13 | 11.64 | 0.98 | 4.20 | 0.88 | 2.30 | 4.10 | 1.61 | 3.43 | 1.41 | 3.86 | 2.66 | 5.72 | 19.02 | 2.06 | 2.89 | 2.98 | 3.70 | 3.05 | 7.50 | 5.31 | 3.81 | 3.37 | 3.32 | 3.12 | 2.72 | 0.69 |
| Yield(%) | 0.00 | 3.25 | 3.37 | 3.02 | 3.21 | 3.40 | 3.65 | … | … | 0.74 | 3.40 | 3.42 | 3.30 | 3.92 | 1.68 | 2.28 | 3.24 | 3.88 | 3.70 | 2.24 | 3.79 | 4.68 | 3.64 | 3.64 | 3.07 | 1.88 | 3.09 | 3.35 | 6.12 | 8.56 | 4.83 | 2.06 | 2.38 | 2.74 | 4.70 | 7.27 | 6.66 | 8.84 | 7.25 | 7.49 | 1.37 |
Data as of 06/05/2026, Common starting date is 12/14/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FASIX (FIDELITY ASSET MANAGER 20% FIDELITY ASSET MANAGER 20%) |
-2.63%
Feb 2006 – Feb 2009 |
0.88%
Feb 2004 – Feb 2009 |
2.63%
Oct 2013 – Oct 2023 |
3.21%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FASIX (FIDELITY ASSET MANAGER 20% FIDELITY ASSET MANAGER 20%) |
12.18%
Feb 2009 – Feb 2012 |
9.33%
Feb 2009 – Feb 2014 |
6.85%
Aug 1996 – Aug 2006 |
6.13%
Apr 1996 – Apr 2011 |
Annualized Rolling Returns Comparison Chart