Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMWIX (Fidelity Moderate with Income Allocation Fund) | 2.35% | 9.55% | 8.40% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/09/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMWIX (Fidelity Moderate with Income Allocation Fund) | 02/09/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.55 | 9.55 | 8.40 | NA | NA | NA | NA | … | … | 2.35 | 11.17 | 6.50 | 10.53 | -10.53 |
| Sharpe Ratio | NA | 1.48 | 0.93 | NA | NA | NA | NA | … | … | 0.59 | 1.48 | 0.54 | 1.11 | -1.40 |
| Standard Deviation(%) | NA | 5.09 | 5.80 | NA | NA | NA | NA | … | … | 6.36 | 5.62 | 5.29 | 6.25 | 9.52 |
| Draw Down(%) | NA | 3.96 | 5.78 | NA | NA | NA | NA | … | … | 3.96 | 4.82 | 2.69 | 5.78 | 14.72 |
| Yield(%) | 0.00 | 3.05 | 2.98 | 2.08 | 1.04 | 0.69 | 0.52 | … | … | 0.73 | 3.25 | 2.83 | 2.47 | 1.58 |
Data as of 06/10/2026, Common starting date is 02/09/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMWIX (Fidelity Moderate with Income Allocation Fund) |
3.04%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMWIX (Fidelity Moderate with Income Allocation Fund) |
10.16%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart