Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity 25 Commission Free ETFs Tactical Asset Allocation Moderate | NA | -3.02% | 4.89% | 2.46% | 5.83% | 7.71% | NA | … | … |
Data as of 08/30/2019, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity 25 Commission Free ETFs Tactical Asset Allocation Moderate | 12/31/2000 | 11/14/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | -3.02 | 4.89 | 2.46 | 5.83 | 7.71 | NA | … | … | 6.35 | -6.92 | 13.92 | 5.83 | -4.50 | 3.57 | 14.97 | 13.33 | -1.92 | 6.07 | 11.81 | 0.72 | 14.26 | 14.83 | 11.69 | 15.95 | 26.21 | -8.18 | 5.36 |
| Sharpe Ratio | NA | 0.24 | 0.52 | 0.22 | 0.47 | NA | NA | … | … | 0.77 | -0.83 | 2.20 | 0.59 | -0.52 | 0.49 | 1.99 | 1.49 | -0.13 | 0.49 | 0.96 | -0.02 | 0.76 | 0.94 | 0.98 | 1.42 | 2.76 | -0.66 | 0.18 |
| Standard Deviation(%) | NA | 7.55 | 7.75 | 8.32 | 9.51 | NA | NA | … | … | 6.55 | 9.93 | 6.05 | 9.51 | 8.62 | 7.26 | 7.49 | 8.91 | 14.54 | 12.28 | 12.17 | 8.75 | 14.79 | 12.31 | 9.67 | 10.54 | 9.24 | 14.00 | 17.09 |
| Draw Down(%) | NA | 6.93 | 13.77 | 13.77 | 13.77 | NA | NA | … | … | 4.92 | 13.77 | 2.85 | 5.65 | 9.33 | 5.71 | 4.79 | 6.41 | 13.47 | 9.47 | 8.73 | 6.12 | 9.48 | 12.06 | 6.12 | 10.86 | 3.32 | 25.57 | 19.82 |
| Yield(%) | NA | 2.50 | 2.02 | 2.01 | 2.12 | NA | NA | … | … | 1.84 | 1.77 | 1.96 | 1.64 | 2.10 | 2.33 | 1.31 | 2.29 | 3.06 | 2.16 | 4.08 | 5.81 | 2.94 | 2.52 | 2.46 | 2.37 | 1.10 | 1.40 | 1.86 |
Data as of 08/30/2019, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity 25 Commission Free ETFs Tactical Asset Allocation Moderate |
1.54%
Dec 2013 – Dec 2016 |
2.11%
Dec 2013 – Dec 2018 |
5.22%
Sep 2009 – Sep 2019 |
6.91%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity 25 Commission Free ETFs Tactical Asset Allocation Moderate |
21.03%
Apr 2003 – Apr 2006 |
17.29%
Oct 2002 – Oct 2007 |
11.52%
Apr 2003 – Apr 2013 |
9.78%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart