Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Commission Free ETFs Tactical Asset Allocation Moderate | NA | 26.00% | 1.83% | 3.34% | 2.95% | 4.65% | 6.12% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Commission Free ETFs 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 (%) | -1.62 | 26.00 | 1.83 | 3.34 | 2.95 | 4.65 | 6.12 | … | … | -0.13 | 12.31 | 13.97 | -20.40 | 17.68 | -2.98 | 6.67 | -6.40 | 11.11 | 7.80 | -4.76 | 1.36 | 11.56 | 9.22 | 4.55 | 10.62 | 13.35 | -2.51 | 12.77 | 17.64 | 10.18 | 11.58 | 20.42 | 4.84 | 7.48 |
| Sharpe Ratio | NA | 0.69 | -0.20 | 0.04 | 0.07 | NA | NA | … | … | -0.02 | 0.64 | 0.99 | -1.34 | 1.81 | -0.20 | 1.16 | -0.21 | 1.81 | 1.12 | -0.75 | 0.20 | 1.53 | 1.72 | 0.48 | 0.75 | 1.10 | -0.45 | 0.63 | 1.26 | 0.88 | 1.02 | 2.69 | 0.78 | 0.91 |
| Standard Deviation(%) | NA | 8.85 | 12.08 | 12.69 | 15.24 | NA | NA | … | … | 10.02 | 8.88 | 9.83 | 16.22 | 9.78 | 16.38 | 4.53 | 37.15 | 5.80 | 6.78 | 6.40 | 6.76 | 7.54 | 5.33 | 9.32 | 13.99 | 12.07 | 7.70 | 15.42 | 11.42 | 9.08 | 10.40 | 7.33 | 4.80 | 5.69 |
| Draw Down(%) | NA | 4.97 | 21.85 | 24.08 | 24.08 | NA | NA | … | … | 0.91 | 4.97 | 8.97 | 23.98 | 4.29 | 15.04 | 2.06 | 19.35 | 2.30 | 4.27 | 9.61 | 6.72 | 6.97 | 4.02 | 8.36 | 9.84 | 5.54 | 10.65 | 10.02 | 13.18 | 5.95 | 13.81 | 3.82 | 6.02 | 5.19 |
| Yield(%) | NA | 2.54 | 3.01 | 2.48 | 2.19 | NA | NA | … | … | NA | 0.64 | 2.48 | 3.21 | 3.15 | 1.19 | 2.07 | 1.72 | 1.00 | 2.63 | 1.84 | 2.36 | 1.46 | 3.12 | 3.44 | 3.29 | 3.88 | 4.07 | 3.30 | 2.98 | 2.44 | 2.20 | 2.59 | 2.18 | 2.43 |
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 Commission Free ETFs Tactical Asset Allocation Moderate |
-4.34%
Oct 2017 – Oct 2020 |
-2.09%
Sep 2017 – Sep 2022 |
0.85%
Oct 2013 – Oct 2023 |
2.94%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Commission Free ETFs Tactical Asset Allocation Moderate |
18.64%
Oct 2004 – Oct 2007 |
16.11%
Oct 2002 – Oct 2007 |
11.01%
Apr 2003 – Apr 2013 |
9.10%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart