Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Retirement Reserves Annuity (No Wells Fargo Funds) Tactical Asset Allocation Moderate | NA | 22.99% | -0.46% | 5.56% | 4.58% | 6.00% | 8.25% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Retirement Reserves Annuity (No Wells Fargo Funds) 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 (%) | -1.32 | 22.99 | -0.46 | 5.56 | 4.58 | 6.00 | 8.25 | … | … | -0.43 | 3.18 | 10.22 | -18.53 | 13.29 | 17.84 | 9.58 | -3.75 | 12.42 | 5.64 | -4.25 | 2.42 | 10.66 | 11.99 | 1.10 | 13.50 | 32.24 | -9.07 | 23.34 | 17.30 | 14.47 | 12.25 | 30.40 | 9.87 | 8.09 |
| Sharpe Ratio | NA | -0.29 | -0.42 | 0.13 | 0.23 | NA | NA | … | … | -0.06 | -0.34 | 0.52 | -1.16 | 1.26 | 1.76 | 1.61 | -0.61 | 2.33 | 0.88 | -0.65 | 0.42 | 1.87 | 2.33 | 0.11 | 0.99 | 3.26 | -1.50 | 1.53 | 1.54 | 1.69 | 1.29 | 5.43 | 1.73 | 1.35 |
| Standard Deviation(%) | NA | 9.94 | 13.26 | 12.18 | 9.72 | NA | NA | … | … | 8.14 | 10.03 | 11.59 | 17.22 | 10.51 | 9.98 | 5.09 | 8.29 | 5.05 | 6.17 | 6.64 | 5.75 | 5.67 | 5.12 | 9.90 | 13.61 | 9.87 | 6.65 | 13.30 | 9.14 | 7.28 | 8.78 | 5.47 | 5.06 | 4.27 |
| Draw Down(%) | NA | 9.04 | 20.92 | 23.47 | 23.47 | NA | NA | … | … | 0.82 | 8.94 | 12.74 | 23.47 | 6.73 | 14.77 | 2.83 | 10.99 | 2.75 | 6.08 | 10.01 | 5.97 | 5.32 | 3.81 | 9.90 | 9.19 | 4.71 | 12.13 | 11.04 | 11.63 | 6.12 | 11.85 | 2.50 | 6.53 | 2.24 |
| Yield(%) | NA | 3.83 | 4.28 | 4.31 | 3.99 | NA | NA | … | … | NA | 0.39 | 3.73 | 5.39 | 3.15 | 3.55 | 5.48 | 4.44 | 0.47 | 4.55 | 5.65 | 2.96 | 1.54 | 4.49 | 3.05 | 1.94 | 5.99 | 2.92 | 13.97 | 10.53 | 5.38 | 3.49 | 5.75 | 6.55 | 8.08 |
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 Retirement Reserves Annuity (No Wells Fargo Funds) Tactical Asset Allocation Moderate |
-2.51%
Dec 2021 – Dec 2024 |
1.79%
Sep 2017 – Sep 2022 |
2.89%
Oct 2013 – Oct 2023 |
5.27%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Retirement Reserves Annuity (No Wells Fargo Funds) Tactical Asset Allocation Moderate |
23.10%
Oct 2004 – Oct 2007 |
20.94%
Oct 2002 – Oct 2007 |
14.95%
Apr 2001 – Apr 2011 |
11.40%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart