Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIQCX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: CLASS Z) | 11.85% | 26.91% | 18.01% | 9.25% | 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 |
|---|---|---|
| FIQCX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: 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 (%) | -1.64 | 26.91 | 18.01 | 9.25 | NA | NA | NA | … | … | 11.85 | 20.94 | 12.67 | 19.15 | -18.53 | 17.26 | 19.45 | 26.35 | -12.03 |
| Sharpe Ratio | NA | 1.84 | 1.11 | 0.44 | NA | NA | NA | … | … | 1.43 | 1.19 | 0.84 | 1.42 | -0.96 | 1.48 | 0.67 | 2.43 | -2.22 |
| Standard Deviation(%) | NA | 12.71 | 13.10 | 14.67 | NA | NA | NA | … | … | 15.73 | 15.24 | 10.79 | 11.03 | 20.89 | 11.64 | 28.43 | 10.22 | 20.00 |
| Draw Down(%) | NA | 9.34 | 15.35 | 25.94 | NA | NA | NA | … | … | 9.34 | 15.35 | 7.33 | 10.48 | 25.26 | 5.41 | 30.97 | 5.38 | 16.02 |
| Yield(%) | 0.00 | 6.16 | 4.43 | 3.81 | 3.75 | 2.50 | 1.88 | … | … | 0.00 | 6.57 | 3.96 | 1.68 | 4.03 | 3.77 | 2.40 | 6.77 | 4.81 |
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 |
|---|---|---|---|---|
| FIQCX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: CLASS Z) |
2.56%
Apr 2021 – Apr 2024 |
8.11%
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 |
|---|---|---|---|---|
| FIQCX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: CLASS Z) |
20.96%
Dec 2018 – Dec 2021 |
13.30%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart