Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIKYX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS Z) | 4.96% | 14.01% | 10.40% | 4.85% | 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 |
|---|---|---|
| FIKYX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: 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 (%) | -1.93 | 14.01 | 10.40 | 4.85 | NA | NA | NA | … | … | 4.96 | 13.29 | 7.36 | 11.48 | -13.52 | 8.08 | 13.04 | 15.96 | -4.99 |
| Sharpe Ratio | NA | 1.76 | 1.04 | 0.32 | NA | NA | NA | … | … | 1.19 | 1.38 | 0.60 | 1.18 | -1.36 | 1.40 | 0.94 | 3.17 | -2.46 |
| Standard Deviation(%) | NA | 6.91 | 7.19 | 7.86 | NA | NA | NA | … | … | 8.70 | 7.60 | 6.19 | 6.66 | 11.04 | 5.76 | 13.50 | 4.57 | 8.79 |
| Draw Down(%) | NA | 5.20 | 7.53 | 18.49 | NA | NA | NA | … | … | 5.20 | 7.36 | 3.15 | 6.74 | 17.92 | 2.80 | 18.18 | 1.98 | 7.03 |
| Yield(%) | 0.00 | 4.14 | 3.47 | 3.27 | 2.96 | 1.97 | 1.48 | … | … | 0.39 | 4.35 | 3.00 | 2.76 | 4.73 | 2.53 | 2.62 | 4.14 | 3.43 |
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 |
|---|---|---|---|---|
| FIKYX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS Z) |
0.45%
Apr 2021 – Apr 2024 |
4.67%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIKYX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS Z) |
12.31%
Dec 2018 – Dec 2021 |
7.08%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart