Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Fund Picks Tactical Asset Allocation Moderate | NA | 20.58% | 4.36% | 5.74% | 4.67% | 7.34% | 8.43% | … | … |
Data as of 03/31/2021, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Fund Picks Tactical Asset Allocation Moderate | 12/31/2000 | 06/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.09 | 20.58 | 4.36 | 5.74 | 4.67 | 7.34 | 8.43 | … | … | 5.20 | 2.97 | 9.27 | 0.13 | 10.69 | 5.17 | -7.79 | 7.19 | 10.24 | 11.77 | 0.93 | 11.99 | 19.97 | 2.06 | 16.01 | 17.92 | 2.16 | 9.63 | 33.07 | 7.89 | 2.77 |
| Sharpe Ratio | NA | 2.09 | 0.36 | 0.54 | 0.58 | NA | NA | … | … | 0.45 | 0.20 | 1.88 | -0.15 | 1.97 | 0.76 | -1.13 | 0.99 | 1.46 | 2.63 | 0.10 | 1.21 | 2.91 | 0.18 | 1.28 | 2.22 | 0.00 | 1.22 | 5.48 | 1.00 | 0.12 |
| Standard Deviation(%) | NA | 10.47 | 9.83 | 8.80 | 7.93 | NA | NA | … | … | 11.51 | 13.99 | 4.17 | 7.66 | 5.12 | 6.53 | 6.90 | 7.23 | 7.01 | 4.45 | 9.09 | 9.87 | 6.84 | 6.24 | 10.19 | 6.60 | 6.04 | 7.14 | 5.91 | 6.81 | 3.98 |
| Draw Down(%) | NA | 7.12 | 21.14 | 21.14 | 21.14 | NA | NA | … | … | 7.12 | 21.14 | 2.72 | 7.60 | 2.13 | 6.13 | 12.64 | 5.59 | 8.02 | 3.54 | 10.27 | 8.78 | 3.42 | 6.90 | 8.12 | 7.05 | 6.35 | 10.27 | 2.85 | 8.17 | 3.40 |
| Yield(%) | NA | 6.04 | 5.45 | 4.10 | 4.60 | NA | NA | … | … | 0.73 | 5.30 | 4.27 | 5.89 | 0.42 | 4.64 | 5.57 | 9.92 | 4.58 | 3.50 | 2.40 | 4.06 | 5.77 | 3.98 | 4.50 | 7.49 | 6.74 | 4.27 | 5.03 | 5.86 | 7.25 |
Data as of 03/31/2021, 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 Fund Picks Tactical Asset Allocation Moderate |
-0.18%
Oct 2017 – Oct 2020 |
-0.07%
Mar 2015 – Mar 2020 |
3.66%
Oct 2010 – Oct 2020 |
6.64%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Fund Picks Tactical Asset Allocation Moderate |
16.36%
Jul 2002 – Jul 2005 |
16.74%
Oct 2002 – Oct 2007 |
12.75%
Apr 2001 – Apr 2011 |
10.00%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart