Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Personal Retirement Annuity Tactical Asset Allocation Moderate | NA | 21.17% | 14.20% | NA | NA | NA | NA | … | … |
Data as of 06/30/2005, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Personal Retirement Annuity Tactical Asset Allocation Moderate | 12/31/2000 | 09/29/2005 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 21.17 | 14.20 | NA | NA | NA | NA | … | … | 10.44 | 11.61 | 29.92 | 1.48 | 1.77 |
| Sharpe Ratio | NA | 3.22 | 1.97 | NA | NA | NA | NA | … | … | 1.25 | 1.10 | 5.04 | 0.09 | -0.12 |
| Standard Deviation(%) | NA | 7.14 | 7.57 | NA | NA | NA | NA | … | … | 7.16 | 9.69 | 5.80 | 4.04 | 4.44 |
| Draw Down(%) | NA | 6.14 | 14.74 | NA | NA | NA | NA | … | … | 6.14 | 14.74 | 1.99 | 3.34 | 6.20 |
| Yield(%) | NA | 5.76 | 4.89 | NA | NA | NA | NA | … | … | 3.21 | 3.98 | 5.48 | 5.02 | 5.11 |
Data as of 06/30/2005, 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 Personal Retirement Annuity Tactical Asset Allocation Moderate |
7.87%
Jul 2001 – Jul 2004 |
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 |
|---|---|---|---|---|
| Fidelity Personal Retirement Annuity Tactical Asset Allocation Moderate |
15.64%
Jul 2002 – Jul 2005 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart