Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTXMX (Fidelity Tax Managed Stock) | NA | 35.69% | 14.47% | 1.68% | 6.61% | NA | NA | … | … |
Data as of 06/24/2013, Common starting date is 02/03/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTXMX (Fidelity Tax Managed Stock) | 02/03/1999 | 06/24/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.20 | 35.69 | 14.47 | 1.68 | 6.61 | NA | NA | … | … | 16.15 | 18.44 | -7.01 | 14.98 | 20.70 | -42.64 | 14.18 | 12.00 | 13.87 | 11.12 | 27.57 | -24.80 | -12.40 | -8.93 | 16.71 |
| Sharpe Ratio | NA | 2.32 | 0.67 | 0.06 | 0.25 | NA | NA | … | … | 2.44 | 1.24 | -0.24 | 0.67 | 0.76 | -1.11 | 0.67 | 0.65 | 0.90 | 0.78 | 1.55 | -0.96 | -0.71 | -0.57 | 0.87 |
| Standard Deviation(%) | NA | 14.49 | 21.50 | 27.73 | 22.36 | NA | NA | … | … | 15.13 | 14.93 | 28.90 | 22.39 | 26.98 | 39.00 | 16.82 | 13.43 | 12.97 | 13.12 | 17.37 | 26.88 | 20.92 | 22.56 | 17.46 |
| Draw Down(%) | NA | 6.67 | 28.63 | 53.13 | 57.23 | NA | NA | … | … | 4.49 | 13.29 | 28.63 | 18.40 | 26.46 | 53.80 | 12.41 | 11.24 | 8.15 | 11.12 | 14.11 | 35.08 | 28.50 | 17.50 | 11.97 |
| Yield(%) | 0.00 | 0.91 | 0.59 | 0.55 | 0.76 | 0.44 | 0.33 | … | … | 0.00 | 0.91 | 0.37 | 0.63 | 1.11 | 0.54 | 0.53 | 0.47 | 0.45 | 0.30 | 0.43 | 0.40 | 0.30 | 0.00 | 0.17 |
Data as of 06/24/2013, Common starting date is 02/03/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTXMX (Fidelity Tax Managed Stock) |
-17.48%
Mar 2000 – Mar 2003 |
-5.86%
May 2007 – May 2012 |
-3.08%
Mar 1999 – Mar 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTXMX (Fidelity Tax Managed Stock) |
20.60%
Mar 2003 – Mar 2006 |
17.27%
Sep 2002 – Sep 2007 |
7.91%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart