Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FWATX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND CLASS A) 5.28% 16.90% 11.55% 5.59% 8.64% NA NA
Data as of 06/08/2026, Common starting date is 09/10/2015
More Performance Analytics Comparison
Name Start Date End Date
FWATX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND CLASS A) 09/10/2015 06/08/2026
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
Annualized Return (%) -2.89 16.90 11.55 5.59 8.64 NA NA 5.28 13.85 9.65 11.45 -13.08 17.42 16.27 22.85 -3.43 5.95 10.57 0.77
Sharpe Ratio NA 1.44 0.86 0.31 0.71 NA NA 0.81 0.94 0.77 1.00 -1.23 2.03 0.90 3.00 -0.67 1.75 1.54 0.33
Standard Deviation(%) NA 10.18 9.69 9.86 9.89 NA NA 11.57 11.67 7.87 7.84 11.86 8.56 17.83 7.12 7.20 3.04 6.73 7.51
Draw Down(%) NA 6.48 13.25 17.63 21.66 NA NA 6.48 12.17 4.91 6.34 17.07 3.52 21.66 3.23 9.12 1.46 6.99 4.59
Yield(%) 0.00 3.38 3.90 3.43 4.51 3.31 2.48 0.99 3.86 3.78 4.25 3.69 3.40 3.54 3.10 2.36 3.17 8.06 1.29
Data as of 06/08/2026, Common starting date is 09/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FWATX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND CLASS A) 1.54%
Apr 2021 – Apr 2024
6.26%
Mar 2021 – Mar 2026
8.59%
Nov 2015 – Nov 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FWATX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND CLASS A) 18.81%
Dec 2018 – Dec 2021
11.69%
May 2016 – May 2021
9.67%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return