Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity-VA-Clone Tactical Asset Allocation Moderate | NA | 21.14% | 4.37% | 9.02% | 6.12% | 7.28% | 8.66% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity-VA-Clone Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.43 | 21.14 | 4.37 | 9.02 | 6.12 | 7.28 | 8.66 | … | … | 0.67 | 8.16 | 13.46 | -11.85 | 17.21 | 17.78 | 12.91 | -5.50 | 9.86 | 5.46 | -5.71 | 3.57 | 9.18 | 14.77 | 5.27 | 14.68 | 11.69 | 6.91 | 16.01 | 15.34 | 10.20 | 13.53 | 27.47 | -6.60 | 8.21 |
| Sharpe Ratio | NA | 0.31 | -0.02 | 0.44 | 0.36 | NA | NA | … | … | 0.06 | 0.17 | 1.10 | -1.05 | 1.62 | 0.85 | 1.85 | -0.71 | 1.58 | 0.57 | -0.61 | 0.49 | 1.12 | 1.99 | 0.37 | 1.08 | 0.98 | 2.07 | 0.90 | 1.06 | 0.88 | 1.20 | 3.79 | -0.72 | 0.96 |
| Standard Deviation(%) | NA | 9.47 | 10.31 | 13.17 | 10.98 | NA | NA | … | … | 10.70 | 9.52 | 8.41 | 12.62 | 10.63 | 20.77 | 6.23 | 9.63 | 5.83 | 9.23 | 9.40 | 7.30 | 8.18 | 7.41 | 14.15 | 13.56 | 11.86 | 2.89 | 14.49 | 11.41 | 9.15 | 10.47 | 7.06 | 10.75 | 6.17 |
| Draw Down(%) | NA | 6.02 | 17.16 | 21.06 | 21.06 | NA | NA | … | … | 0.91 | 6.02 | 7.84 | 19.19 | 5.66 | 21.06 | 3.32 | 12.16 | 2.55 | 5.93 | 10.64 | 6.59 | 9.26 | 4.45 | 10.95 | 8.87 | 5.87 | 2.23 | 9.44 | 12.67 | 6.04 | 13.74 | 2.29 | 20.05 | 5.13 |
| Yield(%) | NA | 2.20 | 2.76 | 2.55 | 2.40 | NA | NA | … | … | NA | 1.43 | 2.19 | 3.23 | 2.87 | 1.78 | 2.80 | 1.90 | 2.28 | 2.15 | 1.95 | 2.70 | 1.37 | 3.56 | 3.18 | 2.87 | 3.34 | 3.56 | 3.11 | 2.78 | 3.58 | 2.72 | 2.79 | 3.12 | 2.98 |
Data as of 10/31/2024, 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-VA-Clone Tactical Asset Allocation Moderate |
0.84%
Apr 2013 – Apr 2016 |
0.85%
Mar 2015 – Mar 2020 |
4.28%
Sep 2012 – Sep 2022 |
6.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity-VA-Clone Tactical Asset Allocation Moderate |
19.22%
Apr 2003 – Apr 2006 |
16.91%
Mar 2003 – Mar 2008 |
14.11%
Apr 2003 – Apr 2013 |
10.51%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart