Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Fidelity Arizona College Savings Plan Tactical Asset Allocation Moderate | NA | 9.20% | 8.84% | 8.49% | 8.20% | 8.10% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Fidelity Arizona College Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 9.20 | 8.84 | 8.49 | 8.20 | 8.10 | NA | … | … | -28.53 | 10.93 | 7.75 | 0.66 | 9.26 | 16.16 | 11.93 | 5.40 | 0.07 | 8.25 | 5.14 | 5.65 | 12.57 | 6.27 | 8.88 | 21.10 | -4.91 | -1.86 |
| Sharpe Ratio | NA | -0.81 | -0.27 | -0.06 | 0.30 | NA | NA | … | … | -0.78 | 2.58 | 1.06 | 0.07 | 1.27 | 2.37 | 1.78 | 0.47 | 0.00 | 0.84 | 0.57 | 0.27 | 1.39 | 0.54 | 1.14 | 2.14 | -1.29 | -1.07 |
| Standard Deviation(%) | NA | 35.39 | 21.06 | 17.05 | 13.65 | NA | NA | … | … | 37.94 | 3.99 | 7.08 | 8.87 | 7.26 | 6.81 | 6.68 | 11.47 | 9.34 | 9.72 | 7.39 | 9.67 | 6.71 | 7.54 | 6.95 | 9.53 | 4.66 | 3.88 |
| Draw Down(%) | NA | 32.42 | 32.42 | 32.42 | 32.42 | NA | NA | … | … | 32.42 | 1.76 | 4.52 | 7.47 | 4.08 | 5.11 | 4.36 | 8.63 | 9.98 | 6.88 | 5.98 | 6.75 | 6.92 | 4.59 | 4.94 | 3.73 | 6.50 | 6.17 |
| Yield(%) | NA | 2.23 | 2.17 | 2.04 | 2.69 | NA | NA | … | … | 1.12 | 2.00 | 2.43 | 2.47 | 1.76 | 1.66 | 4.09 | 3.12 | 2.42 | 5.16 | 4.30 | 3.15 | 2.54 | 1.90 | 1.68 | 1.64 | 1.07 | 1.86 |
Data as of 08/31/2018, 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 |
|---|---|---|---|---|
| The Fidelity Arizona College Savings Plan Tactical Asset Allocation Moderate |
2.64%
May 2007 – May 2010 |
4.44%
May 2007 – May 2012 |
6.06%
Sep 2001 – Sep 2011 |
6.85%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Fidelity Arizona College Savings Plan Tactical Asset Allocation Moderate |
13.93%
Apr 2003 – Apr 2006 |
11.62%
Oct 2002 – Oct 2007 |
9.09%
Apr 2003 – Apr 2013 |
8.75%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart