Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTINX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS I) | 4.06% | 12.16% | 9.01% | 3.47% | 5.15% | 4.99% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTINX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS I) | 10/19/2007 | 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 | 12.16 | 9.01 | 3.47 | 5.15 | 4.99 | NA | … | … | 4.06 | 11.42 | 6.22 | 9.83 | -14.41 | 5.71 | 10.15 | 13.44 | -2.99 | 9.34 | 5.46 | -0.11 | 4.75 | 7.90 | 8.50 | 1.85 | 10.58 | 23.62 | -19.69 | -0.74 |
| Sharpe Ratio | NA | 1.67 | 0.96 | 0.14 | 0.56 | NA | NA | … | … | 1.01 | 1.41 | 0.49 | 1.06 | -1.74 | 1.25 | 0.93 | 3.40 | -0.94 | 3.67 | 1.22 | -0.03 | 1.31 | 1.88 | 2.40 | 0.27 | 1.84 | 2.75 | -1.68 | -1.04 |
| Standard Deviation(%) | NA | 5.69 | 6.02 | 6.55 | 6.23 | NA | NA | … | … | 7.16 | 6.08 | 5.30 | 5.90 | 9.16 | 4.55 | 10.58 | 3.51 | 4.67 | 2.37 | 4.30 | 4.47 | 3.61 | 4.18 | 3.55 | 6.81 | 5.71 | 8.55 | 12.22 | 5.86 |
| Draw Down(%) | NA | 4.32 | 5.87 | 16.87 | 16.87 | NA | NA | … | … | 4.32 | 5.53 | 2.75 | 5.87 | 16.05 | 2.50 | 15.04 | 1.46 | 6.43 | 1.02 | 3.64 | 5.48 | 2.46 | 4.15 | 2.52 | 6.30 | 4.06 | 8.32 | 25.24 | 3.10 |
| Yield(%) | 0.00 | 3.01 | 3.11 | 2.43 | 2.87 | 3.23 | 2.96 | … | … | 0.60 | 3.17 | 3.14 | 2.91 | 2.05 | 1.57 | 1.60 | 3.51 | 3.53 | 3.25 | 1.98 | 3.62 | 4.42 | 3.30 | 3.29 | 2.96 | 5.05 | 3.49 | 2.65 | 0.47 |
Data as of 06/05/2026, Common starting date is 10/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTINX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS I) |
-1.19%
Oct 2020 – Oct 2023 |
1.86%
Dec 2017 – Dec 2022 |
3.02%
Oct 2013 – Oct 2023 |
3.73%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTINX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS I) |
14.83%
Feb 2009 – Feb 2012 |
11.60%
Feb 2009 – Feb 2014 |
7.55%
Feb 2009 – Feb 2019 |
6.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart