Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Fund Picks excluded muni Bond Tactical Asset Allocation Moderate | NA | 4.46% | 8.05% | 7.11% | 6.20% | 7.54% | 9.79% | … | … |
Data as of 01/31/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Fund Picks excluded muni Bond 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 (%) | 0.90 | 4.46 | 8.05 | 7.11 | 6.20 | 7.54 | 9.79 | … | … | -3.29 | 11.79 | 5.92 | 16.84 | -1.72 | 8.98 | 8.19 | -6.35 | 6.13 | 11.31 | 10.98 | 3.41 | 14.33 | 23.98 | -1.37 | 12.76 | 24.19 | 7.55 | 13.63 | 27.35 | 10.13 | 6.60 |
| Sharpe Ratio | NA | -0.02 | 0.49 | 0.51 | 0.59 | NA | NA | … | … | -0.36 | 1.10 | 0.27 | 2.47 | -0.32 | 1.48 | 1.31 | -0.99 | 0.83 | 1.48 | 2.12 | 0.38 | 1.20 | 2.63 | -0.53 | 0.94 | 2.72 | 0.83 | 1.76 | 5.72 | 2.16 | 1.29 |
| Standard Deviation(%) | NA | 9.67 | 14.20 | 12.05 | 9.71 | NA | NA | … | … | 9.46 | 10.73 | 20.82 | 6.25 | 9.38 | 5.63 | 6.11 | 6.42 | 7.38 | 7.64 | 5.15 | 8.87 | 11.92 | 9.09 | 4.34 | 10.40 | 7.68 | 6.50 | 7.22 | 4.66 | 4.18 | 3.34 |
| Draw Down(%) | NA | 9.83 | 26.46 | 26.46 | 26.46 | NA | NA | … | … | 7.13 | 5.19 | 26.46 | 2.93 | 11.34 | 3.17 | 5.91 | 10.93 | 6.25 | 7.76 | 4.07 | 8.58 | 9.12 | 4.23 | 5.52 | 7.12 | 7.26 | 4.99 | 9.52 | 3.50 | 3.07 | 1.68 |
| Yield(%) | NA | 4.99 | 5.14 | 4.47 | 4.98 | NA | NA | … | … | 0.20 | 5.38 | 5.31 | 4.44 | 6.53 | 0.41 | 4.54 | 5.32 | 9.28 | 4.36 | 5.33 | 3.55 | 3.81 | 6.10 | 4.06 | 3.80 | 9.40 | 8.55 | 6.68 | 5.75 | 6.45 | 6.43 |
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 Fund Picks excluded muni Bond Tactical Asset Allocation Moderate |
-0.13%
May 2017 – May 2020 |
1.21%
Apr 2015 – Apr 2020 |
4.12%
Apr 2010 – Apr 2020 |
7.41%
Feb 2007 – Feb 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Fund Picks excluded muni Bond Tactical Asset Allocation Moderate |
18.85%
Oct 2004 – Oct 2007 |
18.36%
Oct 2002 – Oct 2007 |
14.34%
Apr 2001 – Apr 2011 |
11.06%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart