Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Personal Retirement Annuity C Shares Tactical Asset Allocation Moderate | NA | -6.57% | -0.44% | 2.79% | 5.93% | 9.43% | NA | … | … |
Data as of 09/29/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Personal Retirement Annuity C Shares Tactical Asset Allocation Moderate | 12/31/2000 | 12/29/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | -6.57 | -0.44 | 2.79 | 5.93 | 9.43 | NA | … | … | -1.57 | 3.97 | -4.06 | 3.81 | 12.38 | 11.55 | 1.81 | 14.06 | 30.13 | -5.76 | 14.51 | 16.61 | 14.57 | 9.79 | 29.03 | 3.77 | 7.22 |
| Sharpe Ratio | NA | 0.00 | 0.00 | 0.01 | 0.04 | NA | NA | … | … | 0.00 | 0.63 | -0.58 | 0.64 | 1.91 | 2.28 | 0.18 | 1.04 | 3.11 | -1.75 | 1.00 | 1.46 | 1.84 | 1.02 | 5.57 | 0.63 | 1.16 |
| Standard Deviation(%) | NA | 452.96 | 260.88 | 202.33 | 143.21 | NA | NA | … | … | 453.87 | 5.99 | 6.99 | 5.89 | 6.46 | 5.03 | 9.72 | 13.37 | 9.64 | 3.82 | 11.45 | 9.15 | 6.75 | 8.65 | 5.09 | 4.24 | 4.24 |
| Draw Down(%) | NA | 95.91 | 95.91 | 95.91 | 95.91 | NA | NA | … | … | 95.91 | 6.39 | 9.33 | 5.39 | 6.20 | 3.88 | 9.18 | 8.99 | 4.94 | 7.18 | 9.03 | 11.76 | 5.63 | 12.17 | 1.83 | 4.87 | 3.28 |
| Yield(%) | NA | 6.20 | 5.02 | 4.07 | 3.77 | NA | NA | … | … | 5.88 | 5.96 | 3.08 | 2.63 | 2.70 | 3.51 | 2.12 | 2.27 | 1.94 | 7.57 | 12.15 | 7.21 | 7.55 | 1.70 | 1.10 | 1.98 | 7.20 |
Data as of 09/29/2017, 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 Personal Retirement Annuity C Shares Tactical Asset Allocation Moderate |
-2.90%
May 2014 – May 2017 |
2.60%
May 2012 – May 2017 |
5.61%
Oct 2007 – Oct 2017 |
8.78%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Personal Retirement Annuity C Shares Tactical Asset Allocation Moderate |
19.86%
Oct 2004 – Oct 2007 |
17.75%
Oct 2002 – Oct 2007 |
13.38%
Jan 2003 – Jan 2013 |
10.31%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart