Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVBAX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2039) | 6.30% | 17.99% | 15.59% | 7.19% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVBAX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2039) | 05/20/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.23 | 17.99 | 15.59 | 7.19 | NA | NA | NA | … | … | 6.30 | 20.80 | 12.28 | 18.30 | -18.73 | 5.54 |
| Sharpe Ratio | NA | 1.55 | 1.09 | 0.34 | NA | NA | NA | … | … | 1.09 | 1.34 | 0.82 | 1.33 | -0.96 | 0.78 |
| Standard Deviation(%) | NA | 11.14 | 12.12 | 14.32 | NA | NA | NA | … | … | 13.97 | 13.63 | 10.60 | 11.14 | 21.01 | 11.71 |
| Draw Down(%) | NA | 8.41 | 13.35 | 27.85 | NA | NA | NA | … | … | 8.41 | 13.35 | 6.76 | 10.49 | 26.43 | 6.27 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVBAX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2039) |
2.58%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVBAX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2039) |
19.55%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart