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 Strategic Asset Allocation – Optimal Moderate | NA | -1.21% | 1.79% | 7.13% | 4.70% | 5.77% | 5.44% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Commission Free ETFs Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | 0.06 | -1.21 | 1.79 | 7.13 | 4.70 | 5.77 | 5.44 | … | … | 5.03 | 1.02 | 9.91 | -9.94 | 8.79 | 12.38 | 16.13 | -5.70 | 12.20 | 5.79 | -0.30 | 2.89 | 10.19 | 10.97 | 4.84 | 12.48 | 22.65 | -22.00 | 3.93 | 11.66 | 5.72 | 10.04 | 17.70 | -6.21 | 2.47 |
| Sharpe Ratio | NA | -0.29 | 0.04 | 0.34 | 0.36 | NA | NA | … | … | 0.35 | -0.23 | 0.81 | -0.98 | 0.99 | 0.64 | 2.63 | -0.84 | 2.68 | 0.69 | -0.04 | 0.44 | 1.38 | 1.58 | 0.36 | 1.06 | 1.11 | -0.99 | 0.08 | 1.11 | 0.49 | 1.20 | 1.77 | -0.55 | 0.00 |
| Standard Deviation(%) | NA | 12.59 | 10.43 | 10.19 | 10.24 | NA | NA | … | … | 10.58 | 11.41 | 7.70 | 11.65 | 8.89 | 19.03 | 5.57 | 8.46 | 4.31 | 8.06 | 8.34 | 6.57 | 7.35 | 6.90 | 13.39 | 11.65 | 20.24 | 23.09 | 9.29 | 7.43 | 7.10 | 7.55 | 9.60 | 13.37 | 13.48 |
| Draw Down(%) | NA | 11.97 | 11.97 | 16.72 | 20.65 | NA | NA | … | … | 7.24 | 11.97 | 6.70 | 16.72 | 4.06 | 20.65 | 2.74 | 12.19 | 1.74 | 5.14 | 8.20 | 4.82 | 7.93 | 4.84 | 10.56 | 8.47 | 19.61 | 32.44 | 5.64 | 6.36 | 5.10 | 6.65 | 8.04 | 19.53 | 16.39 |
| Yield(%) | NA | 4.36 | 3.36 | 3.00 | 2.62 | NA | NA | … | … | NA | 1.00 | 4.14 | 3.13 | 2.09 | 1.74 | 3.36 | 1.75 | 2.37 | 2.43 | 2.22 | 2.38 | 2.55 | 3.09 | 3.33 | 3.21 | 3.29 | 3.09 | 3.30 | 2.99 | 2.68 | 2.11 | 1.48 | 1.20 | 1.25 |
Data as of 03/31/2025, 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 Strategic Asset Allocation – Optimal Moderate |
-9.12%
Feb 2006 – Feb 2009 |
-2.69%
Feb 2004 – Feb 2009 |
4.17%
Oct 2013 – Oct 2023 |
4.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Commission Free ETFs Strategic Asset Allocation – Optimal Moderate |
20.95%
Feb 2009 – Feb 2012 |
15.70%
Feb 2009 – Feb 2014 |
9.66%
Feb 2009 – Feb 2019 |
8.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart