Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIKVX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS Z) | 3.75% | 10.12% | 7.68% | 3.40% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIKVX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS Z) | 10/05/2018 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 10.12 | 7.68 | 3.40 | NA | NA | NA | … | … | 3.75 | 9.64 | 5.38 | 7.95 | -10.17 | 4.14 | 8.59 | 10.76 | -1.84 |
| Sharpe Ratio | NA | 1.60 | 0.89 | 0.16 | NA | NA | NA | … | … | 0.83 | 1.51 | 0.40 | 0.87 | -1.71 | 1.23 | 1.10 | 3.78 | -2.20 |
| Standard Deviation(%) | NA | 4.39 | 4.77 | 5.06 | NA | NA | NA | … | … | 5.55 | 4.48 | 4.37 | 5.00 | 6.81 | 3.35 | 7.58 | 2.46 | 4.30 |
| Draw Down(%) | NA | 3.28 | 4.82 | 13.90 | NA | NA | NA | … | … | 3.28 | 3.85 | 2.25 | 4.82 | 13.42 | 2.13 | 11.64 | 0.98 | 2.93 |
| Yield(%) | 0.00 | 3.04 | 3.40 | 3.04 | 2.55 | 1.70 | 1.28 | … | … | 0.74 | 3.45 | 3.46 | 3.34 | 3.96 | 1.70 | 2.32 | 3.27 | 2.77 |
Data as of 06/11/2026, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIKVX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS Z) |
-0.52%
Oct 2020 – Oct 2023 |
2.86%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIKVX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS Z) |
8.20%
Oct 2022 – Oct 2025 |
4.32%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart