Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEYCX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: CLASS C) | 8.60% | 22.34% | 15.75% | 6.40% | 9.65% | 8.54% | 7.22% | … | … |
Data as of 06/10/2026, Common starting date is 12/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEYCX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: CLASS C) | 12/15/2005 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.81 | 22.34 | 15.75 | 6.40 | 9.65 | 8.54 | 7.22 | … | … | 8.60 | 19.59 | 11.42 | 17.77 | -22.05 | 13.54 | 16.78 | 24.93 | -10.15 | 20.93 | 6.32 | -1.74 | 4.62 | 23.87 | 14.77 | -7.04 | 15.59 | 37.29 | -39.21 | 6.79 | 12.12 | -0.66 |
| Sharpe Ratio | NA | 1.72 | 1.01 | 0.28 | 0.52 | NA | NA | … | … | 1.34 | 1.10 | 0.72 | 1.29 | -1.13 | 1.14 | 0.58 | 2.29 | -0.84 | 3.50 | 0.50 | -0.14 | 0.46 | 2.39 | 1.34 | -0.33 | 0.91 | 1.50 | -1.13 | 0.28 | 0.91 | -3.23 |
| Standard Deviation(%) | NA | 12.74 | 13.12 | 14.72 | 15.37 | NA | NA | … | … | 15.77 | 15.24 | 10.84 | 11.03 | 20.89 | 11.86 | 28.46 | 10.23 | 13.83 | 5.81 | 12.10 | 12.49 | 10.09 | 9.97 | 11.07 | 21.59 | 17.09 | 24.83 | 35.51 | 13.21 | 9.56 | 5.68 |
| Draw Down(%) | NA | 9.43 | 15.50 | 28.22 | 31.02 | NA | NA | … | … | 9.43 | 15.50 | 7.43 | 10.73 | 25.93 | 5.47 | 31.02 | 5.45 | 19.31 | 1.58 | 11.15 | 13.33 | 8.44 | 6.82 | 9.96 | 21.99 | 14.05 | 22.27 | 49.89 | 9.09 | 9.30 | 0.98 |
| Yield(%) | 0.00 | 5.08 | 3.17 | 1.80 | 2.86 | 3.53 | 3.23 | … | … | 0.00 | 5.39 | 2.70 | 0.45 | 0.57 | 0.14 | 0.00 | 5.44 | 3.83 | 2.78 | 0.36 | 3.67 | 8.91 | 3.05 | 0.51 | 0.51 | 0.89 | 0.65 | 0.63 | 1.55 | 1.75 | 0.49 |
Data as of 06/10/2026, Common starting date is 12/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEYCX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: CLASS C) |
-14.84%
Feb 2006 – Feb 2009 |
-1.88%
May 2007 – May 2012 |
3.69%
Feb 2006 – Feb 2016 |
4.05%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEYCX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: CLASS C) |
23.29%
Feb 2009 – Feb 2012 |
19.77%
Feb 2009 – Feb 2014 |
12.19%
Feb 2009 – Feb 2019 |
10.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
