Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTANX (FIDELITY ASSET MANAGER 30% FIDELITY ASSET MANAGER 30%) | 4.06% | 12.18% | 9.08% | 4.08% | 5.58% | 5.30% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/16/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTANX (FIDELITY ASSET MANAGER 30% FIDELITY ASSET MANAGER 30%) | 10/16/2007 | 06/05/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.42 | 12.18 | 9.08 | 4.08 | 5.58 | 5.30 | NA | … | … | 4.06 | 11.45 | 6.34 | 9.82 | -12.30 | 6.03 | 11.23 | 13.51 | -2.91 | 9.43 | 5.50 | -0.02 | 4.83 | 7.94 | 8.69 | 1.69 | 10.69 | 23.62 | -19.69 | -1.00 |
| Sharpe Ratio | NA | 1.67 | 0.97 | 0.24 | 0.64 | NA | NA | … | … | 1.00 | 1.43 | 0.52 | 1.06 | -1.52 | 1.32 | 1.03 | 3.44 | -0.92 | 3.66 | 1.22 | -0.01 | 1.34 | 1.88 | 2.46 | 0.24 | 1.84 | 2.76 | -1.68 | -1.19 |
| Standard Deviation(%) | NA | 5.71 | 6.00 | 6.50 | 6.20 | NA | NA | … | … | 7.21 | 6.03 | 5.27 | 5.86 | 9.07 | 4.54 | 10.58 | 3.50 | 4.69 | 2.41 | 4.34 | 4.49 | 3.60 | 4.20 | 3.54 | 6.81 | 5.76 | 8.54 | 12.26 | 6.00 |
| Draw Down(%) | NA | 4.32 | 5.86 | 16.54 | 16.54 | NA | NA | … | … | 4.32 | 5.52 | 2.75 | 5.86 | 16.01 | 2.50 | 15.03 | 1.45 | 6.42 | 1.02 | 3.64 | 5.45 | 2.45 | 4.14 | 2.51 | 6.27 | 4.06 | 8.31 | 25.24 | 3.10 |
| Yield(%) | 0.00 | 3.02 | 3.15 | 2.94 | 3.32 | 3.57 | 3.21 | … | … | 0.60 | 3.20 | 3.17 | 2.98 | 4.12 | 1.96 | 2.57 | 3.57 | 3.61 | 3.35 | 2.02 | 3.70 | 4.50 | 3.34 | 3.36 | 3.02 | 5.05 | 3.49 | 2.65 | 0.50 |
Data as of 06/05/2026, Common starting date is 10/16/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTANX (FIDELITY ASSET MANAGER 30% FIDELITY ASSET MANAGER 30%) |
-0.01%
Apr 2021 – Apr 2024 |
2.33%
Sep 2017 – Sep 2022 |
3.45%
Oct 2013 – Oct 2023 |
4.03%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTANX (FIDELITY ASSET MANAGER 30% FIDELITY ASSET MANAGER 30%) |
14.85%
Feb 2009 – Feb 2012 |
11.64%
Feb 2009 – Feb 2014 |
7.61%
Feb 2009 – Feb 2019 |
6.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart