Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Fidelity New Hampshire Advisor 529 Plan Tactical Asset Allocation Moderate | NA | 11.12% | 6.50% | 7.66% | 9.04% | 9.20% | NA | … | … |
Data as of 05/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Fidelity New Hampshire Advisor 529 Plan Tactical Asset Allocation Moderate | 12/31/2000 | 08/29/2018 |
| 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 (%) | -0.06 | 11.12 | 6.50 | 7.66 | 9.04 | 9.20 | NA | … | … | 8.75 | 15.47 | 4.85 | -0.23 | 5.80 | 18.15 | 15.59 | -0.43 | 9.73 | 27.65 | -9.78 | 5.40 | 8.77 | 7.57 | 11.96 | 33.24 | 0.55 | -1.10 |
| Sharpe Ratio | NA | 1.47 | 1.11 | 0.98 | 0.95 | NA | NA | … | … | 0.78 | 3.17 | 0.53 | -0.03 | 0.64 | 2.44 | 2.00 | -0.03 | 0.82 | 2.47 | -1.26 | 0.24 | 0.61 | 0.73 | 1.25 | 3.78 | -0.09 | -0.35 |
| Standard Deviation(%) | NA | 8.59 | 8.16 | 8.36 | 9.69 | NA | NA | … | … | 10.17 | 4.67 | 8.84 | 9.26 | 9.09 | 7.42 | 7.76 | 13.86 | 11.73 | 11.14 | 8.53 | 9.93 | 9.08 | 7.43 | 8.83 | 8.60 | 6.29 | 9.85 |
| Draw Down(%) | NA | 6.43 | 10.74 | 13.52 | 13.65 | NA | NA | … | … | 6.43 | 1.67 | 8.72 | 8.45 | 5.78 | 5.26 | 5.41 | 13.30 | 10.95 | 5.88 | 16.40 | 7.68 | 10.55 | 6.19 | 9.21 | 5.53 | 5.68 | 11.27 |
| Yield(%) | NA | 8.44 | 5.44 | 5.45 | 3.80 | NA | NA | … | … | 2.57 | 6.80 | 3.98 | 4.26 | 5.65 | 5.81 | 1.58 | 1.55 | 2.82 | 3.26 | 2.28 | 6.72 | 7.66 | 5.02 | 2.20 | 2.35 | 2.72 | 2.25 |
Data as of 05/31/2018, 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 New Hampshire Advisor 529 Plan Tactical Asset Allocation Moderate |
-0.79%
Mar 2006 – Mar 2009 |
3.19%
Feb 2004 – Feb 2009 |
6.66%
Jan 2006 – Jan 2016 |
8.11%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Fidelity New Hampshire Advisor 529 Plan Tactical Asset Allocation Moderate |
19.75%
Mar 2003 – Mar 2006 |
14.80%
Nov 2008 – Nov 2013 |
11.21%
Mar 2003 – Mar 2013 |
10.18%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart