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 Strategic Asset Allocation – Optimal Moderate | NA | 11.96% | 10.66% | 8.50% | 6.73% | 7.32% | 9.09% | … | … |
Data as of 08/31/2021, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Fund Picks excluded muni Bond Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 11/24/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 11.96 | 10.66 | 8.50 | 6.73 | 7.32 | 9.09 | … | … | 3.82 | 25.32 | 15.83 | -6.62 | 7.84 | 0.26 | -2.48 | 4.77 | 9.05 | 11.86 | 4.65 | 31.84 | 28.22 | -24.48 | 6.66 | 13.32 | 13.02 | 16.10 | 32.06 | 5.49 | 8.77 |
| Sharpe Ratio | NA | 0.86 | 1.05 | 0.79 | 0.76 | NA | NA | … | … | 0.39 | 1.39 | 2.54 | -0.87 | 1.52 | 0.01 | -0.30 | 0.90 | 1.37 | 1.85 | 0.38 | 2.20 | 1.47 | -1.18 | 0.44 | 1.27 | 1.80 | 2.23 | 4.84 | 0.60 | 0.81 |
| Standard Deviation(%) | NA | 9.51 | 12.47 | 10.52 | 8.93 | NA | NA | … | … | 9.80 | 18.04 | 5.68 | 9.12 | 4.76 | 7.09 | 8.44 | 5.27 | 6.59 | 6.37 | 12.29 | 14.42 | 19.14 | 21.50 | 8.31 | 7.90 | 6.03 | 6.80 | 6.48 | 7.31 | 8.02 |
| Draw Down(%) | NA | 8.92 | 19.78 | 19.78 | 19.78 | NA | NA | … | … | 8.92 | 19.78 | 2.58 | 13.32 | 4.10 | 8.60 | 11.14 | 3.91 | 9.66 | 4.98 | 12.19 | 7.64 | 19.42 | 37.94 | 6.38 | 10.19 | 4.88 | 8.62 | 4.45 | 11.85 | 10.88 |
| Yield(%) | NA | 4.98 | 5.22 | 3.59 | 4.23 | NA | NA | … | … | 0.22 | 6.08 | 2.19 | 8.80 | 0.23 | 2.32 | 5.12 | 6.28 | 4.61 | 5.07 | 4.39 | 7.66 | 2.59 | 3.29 | 4.46 | 9.49 | 7.29 | 5.68 | 3.48 | 2.81 | 6.54 |
Data as of 08/31/2021, 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 Strategic Asset Allocation – Optimal Moderate |
-8.75%
Feb 2006 – Feb 2009 |
-0.35%
Feb 2004 – Feb 2009 |
5.71%
Mar 2010 – Mar 2020 |
5.95%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Fund Picks excluded muni Bond Strategic Asset Allocation – Optimal Moderate |
28.67%
Feb 2009 – Feb 2012 |
20.70%
Feb 2009 – Feb 2014 |
12.83%
Mar 2003 – Mar 2013 |
9.86%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart