Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTBNX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS B) | NA | -0.99% | 3.72% | 3.50% | NA | NA | NA | … | … |
Data as of 06/24/2016, Common starting date is 10/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTBNX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS B) | 10/18/2007 | 06/24/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | -0.99 | 3.72 | 3.50 | NA | NA | NA | … | … | 1.78 | -3.72 | 0.29 | 4.50 | 5.15 | -1.24 | 5.47 | 19.63 | -22.04 | -1.90 |
| Sharpe Ratio | NA | -0.63 | 0.19 | 0.19 | NA | NA | NA | … | … | 0.73 | -0.74 | 0.06 | 0.99 | 1.32 | -0.18 | 0.83 | 2.24 | -1.85 | -1.94 |
| Standard Deviation(%) | NA | 5.40 | 4.96 | 5.28 | NA | NA | NA | … | … | 4.89 | 5.05 | 4.91 | 4.50 | 3.89 | 6.93 | 6.49 | 8.73 | 12.37 | 5.92 |
| Draw Down(%) | NA | 8.56 | 10.58 | 10.58 | NA | NA | NA | … | … | 3.76 | 7.04 | 4.97 | 4.31 | 2.81 | 7.20 | 4.41 | 8.73 | 27.14 | 3.00 |
| Yield(%) | 0.00 | 2.26 | 2.79 | 2.53 | 2.72 | 1.81 | 1.36 | … | … | 0.23 | 2.42 | 3.37 | 2.25 | 2.30 | 1.94 | 11.51 | 2.44 | 1.80 | 0.30 |
Data as of 06/24/2016, Common starting date is 10/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTBNX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS B) |
1.94%
Feb 2013 – Feb 2016 |
2.71%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTBNX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS B) |
16.37%
Feb 2009 – Feb 2012 |
12.04%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart