Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FYMRX (Fidelity Sustainable Multi-Asset Fund-Retail Class) | 8.37% | 20.84% | 15.04% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/10/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FYMRX (Fidelity Sustainable Multi-Asset Fund-Retail Class) | 02/10/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.46 | 20.84 | 15.04 | NA | NA | NA | NA | … | … | 8.37 | 18.97 | 11.10 | 16.15 | -15.71 |
| Sharpe Ratio | NA | 1.62 | 1.03 | NA | NA | NA | NA | … | … | 1.07 | 1.25 | 0.78 | 1.34 | -1.10 |
| Standard Deviation(%) | NA | 11.10 | 11.42 | NA | NA | NA | NA | … | … | 13.91 | 12.96 | 9.64 | 9.38 | 17.42 |
| Draw Down(%) | NA | 8.80 | 12.81 | NA | NA | NA | NA | … | … | 8.80 | 12.70 | 6.22 | 9.44 | 22.70 |
| Yield(%) | 0.00 | 3.98 | 2.94 | 1.89 | 0.95 | 0.63 | 0.47 | … | … | 0.00 | 4.25 | 2.04 | 2.02 | 1.48 |
Data as of 06/11/2026, Common starting date is 02/10/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FYMRX (Fidelity Sustainable Multi-Asset Fund-Retail Class) |
3.49%
Mar 2022 – Mar 2025 |
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 |
|---|---|---|---|---|
| FYMRX (Fidelity Sustainable Multi-Asset Fund-Retail Class) |
17.16%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart