Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Advisor Funds Class A Plan Tactical Asset Allocation Moderate | NA | 7.83% | 6.45% | 6.62% | 5.59% | 6.83% | 8.92% | … | … |
Data as of 01/31/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Advisor Funds Class A Plan Tactical Asset Allocation Moderate | 12/31/2000 | 04/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 7.83 | 6.45 | 6.62 | 5.59 | 6.83 | 8.92 | … | … | -4.04 | 16.04 | 1.74 | 11.65 | -3.98 | 15.12 | 5.07 | -4.99 | 0.18 | 11.75 | 16.38 | -6.50 | 16.52 | 28.72 | -6.96 | 16.84 | 15.11 | 15.17 | 12.72 | 27.39 | 5.87 | 4.54 |
| Sharpe Ratio | NA | 0.26 | 0.43 | 0.54 | 0.60 | NA | NA | … | … | -0.35 | 1.58 | 0.10 | 1.91 | -0.59 | 2.79 | 0.77 | -0.81 | 0.03 | 1.68 | 3.63 | -0.55 | 1.24 | 2.68 | -1.42 | 1.10 | 1.19 | 1.73 | 1.28 | 5.11 | 1.18 | 0.61 |
| Standard Deviation(%) | NA | 9.99 | 11.38 | 9.98 | 8.29 | NA | NA | … | … | 11.89 | 10.12 | 14.92 | 5.37 | 8.93 | 5.20 | 6.28 | 6.23 | 6.17 | 6.99 | 4.50 | 11.96 | 13.25 | 10.66 | 5.54 | 12.55 | 9.95 | 7.50 | 9.23 | 5.22 | 4.05 | 3.69 |
| Draw Down(%) | NA | 7.89 | 21.77 | 21.77 | 21.77 | NA | NA | … | … | 7.89 | 4.65 | 21.77 | 2.62 | 11.67 | 2.02 | 6.82 | 8.55 | 7.45 | 6.71 | 2.45 | 12.93 | 9.66 | 5.58 | 9.48 | 11.72 | 14.59 | 6.50 | 12.51 | 3.91 | 3.75 | 2.48 |
| Yield(%) | NA | 6.75 | 5.16 | 5.31 | 4.95 | NA | NA | … | … | 0.91 | 6.59 | 4.77 | 3.40 | 6.96 | 4.37 | 3.95 | 3.26 | 4.54 | 7.88 | 4.37 | 1.41 | 3.23 | 4.96 | 2.91 | 4.40 | 4.77 | 4.60 | 3.91 | 5.64 | 4.41 | 6.05 |
Data as of 01/31/2022, 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 Advisor Funds Class A Plan Tactical Asset Allocation Moderate |
-0.42%
Oct 2017 – Oct 2020 |
1.20%
Apr 2015 – Apr 2020 |
3.22%
Oct 2010 – Oct 2020 |
6.66%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Advisor Funds Class A Plan Tactical Asset Allocation Moderate |
20.69%
Oct 2004 – Oct 2007 |
19.19%
Oct 2002 – Oct 2007 |
13.51%
Apr 2001 – Apr 2011 |
10.57%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart