Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Extended Fund Picks with R=2 and the RT=4 Tactical Asset Allocation Moderate | NA | 2.08% | 6.71% | 5.40% | 5.30% | 7.82% | 10.45% | … | … |
Data as of 01/31/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Extended Fund Picks with R=2 and the RT=4 Tactical Asset Allocation Moderate | 12/31/2000 | 04/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 2.08 | 6.71 | 5.40 | 5.30 | 7.82 | 10.45 | … | … | -3.43 | 9.41 | 6.74 | 10.97 | -3.86 | 10.71 | 6.11 | -3.96 | 5.20 | 11.02 | 10.14 | -5.97 | 21.15 | 33.59 | -4.28 | 25.41 | 22.13 | 14.30 | 11.56 | 33.88 | 11.35 | 7.80 |
| Sharpe Ratio | NA | -0.25 | 0.55 | 0.49 | 0.62 | NA | NA | … | … | -0.38 | 0.74 | 0.60 | 2.01 | -0.71 | 1.96 | 0.98 | -0.63 | 0.81 | 1.48 | 2.00 | -0.48 | 1.80 | 3.27 | -0.51 | 1.96 | 1.97 | 1.72 | 1.23 | 5.76 | 1.77 | 1.68 |
| Standard Deviation(%) | NA | 11.10 | 10.41 | 8.97 | 7.74 | NA | NA | … | … | 9.34 | 12.71 | 10.89 | 4.77 | 7.29 | 5.15 | 6.01 | 6.34 | 6.40 | 7.43 | 5.04 | 12.48 | 11.70 | 10.24 | 10.13 | 11.44 | 9.60 | 7.05 | 8.66 | 5.76 | 5.80 | 3.27 |
| Draw Down(%) | NA | 9.04 | 18.06 | 18.06 | 18.06 | NA | NA | … | … | 7.04 | 6.10 | 18.06 | 2.13 | 10.69 | 2.84 | 5.79 | 9.09 | 5.56 | 7.71 | 4.01 | 14.64 | 8.49 | 5.08 | 14.08 | 10.21 | 13.67 | 6.56 | 12.14 | 3.03 | 6.27 | 1.53 |
| Yield(%) | NA | 9.13 | 5.63 | 4.00 | 3.83 | NA | NA | … | … | 0.28 | 9.91 | 3.99 | 4.25 | 2.18 | 0.59 | 4.10 | 3.08 | 5.18 | 3.40 | 2.19 | 4.05 | 4.63 | 4.56 | 4.34 | 4.53 | 5.78 | 6.86 | 6.98 | 5.84 | 5.51 | 7.03 |
Data as of 01/31/2022, 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 Extended Fund Picks with R=2 and the RT=4 Tactical Asset Allocation Moderate |
0.08%
Oct 2017 – Oct 2020 |
1.13%
Mar 2015 – Mar 2020 |
3.31%
Oct 2010 – Oct 2020 |
7.69%
Feb 2007 – Feb 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Extended Fund Picks with R=2 and the RT=4 Tactical Asset Allocation Moderate |
24.32%
Oct 2004 – Oct 2007 |
22.18%
Oct 2002 – Oct 2007 |
17.50%
Apr 2001 – Apr 2011 |
12.48%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart