Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Investment Life Insurance Co FIDELITY INCOME ADVANTAGE C SHARES Tactical Asset Allocation Moderate | NA | 20.63% | 2.41% | 3.78% | 4.21% | 6.62% | 6.79% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Investment Life Insurance Co FIDELITY INCOME ADVANTAGE C SHARES 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 (%) | -0.51 | 20.63 | 2.41 | 3.78 | 4.21 | 6.62 | 6.79 | … | … | 0.51 | 8.19 | 12.71 | -12.49 | 15.49 | -6.79 | 17.47 | -7.38 | 12.97 | 6.55 | -2.07 | 6.36 | 20.52 | 12.10 | -2.98 | 20.10 | 24.18 | -11.85 | 7.51 | 10.18 | 6.82 | 11.34 | 22.34 | -8.94 | 0.72 |
| Sharpe Ratio | NA | 0.32 | -0.11 | 0.03 | 0.21 | NA | NA | … | … | 0.06 | 0.16 | 0.72 | -0.94 | 1.25 | -0.34 | 2.06 | -0.94 | 2.16 | 0.68 | -0.24 | 0.83 | 2.43 | 1.30 | -0.18 | 1.60 | 1.69 | -1.46 | 0.44 | 0.86 | 0.51 | 1.05 | 2.98 | -1.09 | -0.25 |
| Standard Deviation(%) | NA | 10.15 | 12.33 | 14.45 | 11.78 | NA | NA | … | … | 7.79 | 10.26 | 11.71 | 14.70 | 12.35 | 20.79 | 7.81 | 9.23 | 5.72 | 9.37 | 8.94 | 7.65 | 8.42 | 9.26 | 17.01 | 12.51 | 14.22 | 8.78 | 10.19 | 8.02 | 9.05 | 9.92 | 7.27 | 9.22 | 6.45 |
| Draw Down(%) | NA | 6.95 | 15.58 | 27.48 | 27.48 | NA | NA | … | … | 0.43 | 6.91 | 9.49 | 16.73 | 6.42 | 27.48 | 4.60 | 17.09 | 2.15 | 8.36 | 8.74 | 5.75 | 4.82 | 7.04 | 16.14 | 10.31 | 7.76 | 13.42 | 7.15 | 8.96 | 7.72 | 8.81 | 3.57 | 11.87 | 7.99 |
| Yield(%) | NA | 2.78 | 6.70 | 4.93 | 3.95 | NA | NA | … | … | NA | 1.70 | 2.00 | 6.73 | 9.43 | 1.49 | 3.55 | 9.59 | 3.58 | 0.73 | 1.07 | 0.19 | 0.23 | 0.77 | 0.52 | 0.03 | 0.55 | 0.67 | 4.80 | 7.97 | 9.77 | 2.43 | 0.43 | 0.84 | 1.47 |
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 Investment Life Insurance Co FIDELITY INCOME ADVANTAGE C SHARES Tactical Asset Allocation M |
-3.23%
May 2017 – May 2020 |
-0.66%
May 2015 – May 2020 |
3.03%
Oct 2013 – Oct 2023 |
4.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Investment Life Insurance Co FIDELITY INCOME ADVANTAGE C SHARES Tactical Asset Allocation M |
16.53%
Mar 2009 – Mar 2012 |
14.88%
Feb 2009 – Feb 2014 |
10.23%
Apr 2003 – Apr 2013 |
9.37%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart