Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTIWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS I) | 2.97% | 9.59% | 7.46% | 3.28% | 4.36% | 4.16% | 4.30% | … | … |
Data as of 06/05/2026, Common starting date is 09/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTIWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS I) | 09/01/2005 | 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 9.59 | 7.46 | 3.28 | 4.36 | 4.16 | 4.30 | … | … | 2.97 | 9.55 | 5.37 | 7.93 | -10.26 | 3.97 | 8.68 | 10.63 | -1.68 | 6.93 | 4.68 | -0.34 | 3.98 | 5.12 | 6.80 | 2.59 | 8.81 | 19.42 | -14.17 | 4.84 | 6.91 | 0.55 |
| Sharpe Ratio | NA | 1.60 | 0.88 | 0.15 | 0.58 | NA | NA | … | … | 0.83 | 1.49 | 0.40 | 0.86 | -1.72 | 1.18 | 1.10 | 3.73 | -0.96 | 3.36 | 1.43 | -0.11 | 1.57 | 1.58 | 3.02 | 0.57 | 2.21 | 3.23 | -1.77 | 0.55 | 1.08 | -0.18 |
| Standard Deviation(%) | NA | 4.35 | 4.76 | 5.07 | 4.67 | NA | NA | … | … | 5.49 | 4.49 | 4.35 | 5.02 | 6.84 | 3.35 | 7.61 | 2.45 | 3.21 | 1.88 | 3.13 | 3.28 | 2.53 | 3.23 | 2.25 | 4.46 | 3.94 | 5.98 | 8.50 | 3.10 | 3.25 | 5.49 |
| Draw Down(%) | NA | 3.28 | 4.84 | 13.91 | 13.91 | NA | NA | … | … | 3.28 | 3.85 | 2.32 | 4.84 | 13.42 | 2.14 | 11.64 | 0.98 | 4.14 | 0.96 | 2.30 | 4.12 | 1.62 | 3.50 | 1.42 | 3.86 | 2.58 | 5.81 | 19.02 | 2.06 | 2.89 | 2.29 |
| Yield(%) | 0.00 | 3.24 | 3.34 | 2.97 | 3.17 | 3.36 | 3.60 | … | … | 0.74 | 3.38 | 3.37 | 3.24 | 3.87 | 1.61 | 2.34 | 3.14 | 3.85 | 3.65 | 2.22 | 3.75 | 4.62 | 3.60 | 3.61 | 3.03 | 1.87 | 3.11 | 3.35 | 6.11 | 8.24 | 1.24 |
Data as of 06/05/2026, Common starting date is 09/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTIWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS I) |
-2.73%
Feb 2006 – Feb 2009 |
1.72%
Sep 2017 – Sep 2022 |
2.59%
Oct 2013 – Oct 2023 |
3.18%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTIWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS I) |
12.14%
Feb 2009 – Feb 2012 |
9.29%
Feb 2009 – Feb 2014 |
6.07%
Feb 2009 – Feb 2019 |
5.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart