Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVBPX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2039) | 7.59% | 19.28% | 15.74% | 7.02% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVBPX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2039) | 05/20/2021 | 06/09/2026 |
| 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 (%) | -2.37 | 19.28 | 15.74 | 7.02 | NA | NA | NA | … | … | 7.59 | 20.21 | 11.67 | 17.74 | -19.19 | 5.26 |
| Sharpe Ratio | NA | 1.49 | 1.04 | 0.30 | NA | NA | NA | … | … | 1.06 | 1.30 | 0.57 | 1.23 | -0.98 | 0.74 |
| Standard Deviation(%) | NA | 11.17 | 12.10 | 14.30 | NA | NA | NA | … | … | 13.99 | 13.56 | 10.62 | 11.10 | 21.02 | 11.70 |
| Draw Down(%) | NA | 8.45 | 13.30 | 28.16 | NA | NA | NA | … | … | 8.45 | 13.30 | 6.78 | 10.60 | 26.69 | 6.32 |
| 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 06/09/2026, 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 |
|---|---|---|---|---|
| FVBPX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2039) |
2.04%
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 |
|---|---|---|---|---|
| FVBPX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2039) |
18.95%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart