Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIKWX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS Z) | 3.77% | 11.58% | 8.83% | 3.96% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIKWX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS Z) | 10/05/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.79 | 11.58 | 8.83 | 3.96 | NA | NA | NA | … | … | 3.77 | 11.49 | 6.32 | 9.85 | -12.27 | 6.13 | 11.12 | 13.47 | -3.42 |
| Sharpe Ratio | NA | 1.68 | 0.97 | 0.24 | NA | NA | NA | … | … | 1.02 | 1.43 | 0.51 | 1.06 | -1.52 | 1.34 | 1.02 | 3.48 | -2.44 |
| Standard Deviation(%) | NA | 5.66 | 6.00 | 6.51 | NA | NA | NA | … | … | 7.13 | 6.06 | 5.30 | 5.89 | 9.05 | 4.55 | 10.57 | 3.44 | 6.45 |
| Draw Down(%) | NA | 4.32 | 5.86 | 16.51 | NA | NA | NA | … | … | 4.32 | 5.53 | 2.74 | 5.85 | 15.99 | 2.50 | 15.03 | 1.45 | 4.91 |
| Yield(%) | 0.00 | 2.87 | 3.18 | 2.97 | 2.61 | 1.74 | 1.30 | … | … | 0.62 | 3.23 | 3.23 | 3.01 | 4.15 | 1.98 | 2.46 | 3.63 | 2.54 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| FIKWX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS Z) |
0.02%
Apr 2021 – Apr 2024 |
3.83%
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 |
|---|---|---|---|---|
| FIKWX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS Z) |
10.20%
Dec 2018 – Dec 2021 |
5.68%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart