Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPJHX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio – Series 2037) | 5.37% | 15.79% | 13.62% | 5.89% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPJHX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio – Series 2037) | 12/27/2017 | 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.91 | 15.79 | 13.62 | 5.89 | NA | NA | NA | … | … | 5.37 | 18.54 | 11.16 | 15.77 | -18.26 | 14.37 | 16.48 | 27.08 | -9.25 | 0.10 |
| Sharpe Ratio | NA | 1.47 | 1.02 | 0.26 | NA | NA | NA | … | … | 1.00 | 1.32 | 0.48 | 1.12 | -1.00 | 1.24 | 0.58 | 2.33 | -0.72 | 2.23 |
| Standard Deviation(%) | NA | 9.99 | 10.94 | 13.18 | NA | NA | NA | … | … | 12.64 | 12.11 | 9.65 | 10.33 | 19.62 | 11.60 | 27.82 | 11.01 | 14.74 | 5.58 |
| Draw Down(%) | NA | 7.66 | 11.86 | 27.23 | NA | NA | NA | … | … | 7.66 | 11.86 | 5.83 | 10.01 | 25.78 | 5.83 | 32.02 | 5.96 | 19.24 | 0.20 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPJHX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio – Series 2037) |
0.74%
Apr 2021 – Apr 2024 |
4.64%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPJHX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio – Series 2037) |
19.18%
Dec 2018 – Dec 2021 |
12.24%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart