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 200912 Version Tactical Asset Allocation Moderate | NA | 10.26% | 2.18% | 7.84% | 5.07% | 7.25% | 10.02% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Extended Fund Picks 200912 Version 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 (%) | -1.71 | 10.26 | 2.18 | 7.84 | 5.07 | 7.25 | 10.02 | … | … | 0.90 | -3.85 | 7.56 | -5.06 | 8.78 | 26.09 | 15.70 | -8.82 | 13.73 | -2.55 | -2.78 | 5.32 | 10.83 | 15.78 | 0.30 | 18.21 | 44.17 | -5.55 | 24.12 | 23.07 | 13.73 | 10.54 | 37.25 | 8.10 | 7.00 |
| Sharpe Ratio | NA | -0.75 | -0.36 | 0.35 | 0.31 | NA | NA | … | … | 0.07 | -0.91 | 0.41 | -0.51 | 0.82 | 2.41 | 2.61 | -1.33 | 2.66 | -0.42 | -0.43 | 0.84 | 1.81 | 3.83 | 0.03 | 1.48 | 4.48 | -0.72 | 1.85 | 2.01 | 1.61 | 1.02 | 6.87 | 1.42 | 1.35 |
| Standard Deviation(%) | NA | 11.46 | 10.90 | 10.85 | 8.87 | NA | NA | … | … | 11.76 | 11.53 | 8.14 | 12.51 | 10.70 | 10.74 | 5.49 | 7.61 | 4.92 | 6.62 | 6.52 | 6.33 | 5.97 | 4.10 | 10.21 | 12.26 | 9.84 | 9.02 | 11.40 | 9.87 | 7.19 | 9.38 | 5.32 | 4.92 | 3.48 |
| Draw Down(%) | NA | 13.05 | 14.73 | 14.73 | 14.73 | NA | NA | … | … | 0.80 | 13.05 | 8.47 | 14.51 | 9.03 | 9.51 | 1.92 | 11.94 | 2.85 | 5.96 | 7.71 | 5.05 | 4.90 | 2.63 | 10.24 | 9.52 | 4.90 | 12.75 | 10.57 | 13.65 | 6.99 | 13.54 | 2.15 | 6.65 | 2.56 |
| Yield(%) | NA | 3.51 | 5.20 | 5.23 | 4.33 | NA | NA | … | … | NA | 1.02 | 3.02 | 9.75 | 1.89 | 7.14 | 3.84 | 2.71 | 2.88 | 2.91 | 4.48 | 4.38 | 3.27 | 5.60 | 7.14 | 5.32 | 5.03 | 3.38 | 5.31 | 6.71 | 7.73 | 8.44 | 6.45 | 5.53 | 7.62 |
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 Extended Fund Picks 200912 Version Tactical Asset Allocation Moderate |
-0.81%
Feb 2014 – Feb 2017 |
0.69%
Dec 2013 – Dec 2018 |
4.35%
Dec 2014 – Dec 2024 |
6.16%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Extended Fund Picks 200912 Version Tactical Asset Allocation Moderate |
24.24%
Oct 2004 – Oct 2007 |
22.03%
Oct 2002 – Oct 2007 |
18.06%
Apr 2001 – Apr 2011 |
13.04%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart