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 Strategic Asset Allocation – Optimal Moderate | NA | 0.88% | 4.32% | 5.61% | 6.44% | NA | NA | … | … |
Data as of 10/30/2015, 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 Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 0.88 | 4.32 | 5.61 | 6.44 | NA | NA | … | … | -0.38 | 2.66 | 7.78 | 12.98 | 3.42 | 18.05 | 28.50 | -26.31 | 9.32 | 12.04 | 11.69 | 14.79 | 28.14 | 4.84 | 7.97 |
| Sharpe Ratio | NA | -0.05 | 0.46 | 0.61 | 0.43 | NA | NA | … | … | -0.05 | 0.55 | 1.05 | 2.05 | 0.27 | 1.89 | 1.56 | -1.24 | 0.75 | 1.08 | 1.72 | 2.13 | 4.77 | 0.50 | 0.72 |
| Standard Deviation(%) | NA | 8.83 | 7.18 | 8.46 | 11.84 | NA | NA | … | … | 8.83 | 4.80 | 7.35 | 6.30 | 12.78 | 9.50 | 18.17 | 21.97 | 8.36 | 8.06 | 5.55 | 6.49 | 5.76 | 7.43 | 7.83 |
| Draw Down(%) | NA | 7.60 | 11.95 | 12.84 | 41.05 | NA | NA | … | … | 7.60 | 4.24 | 11.95 | 4.94 | 12.84 | 7.91 | 18.55 | 38.58 | 7.08 | 10.38 | 4.52 | 8.06 | 4.01 | 12.29 | 10.19 |
| Yield(%) | NA | 3.19 | 4.00 | 4.71 | 5.33 | NA | NA | … | … | 3.18 | 3.65 | 5.13 | 5.55 | 5.18 | 7.58 | 3.21 | 4.49 | 6.13 | 8.82 | 6.59 | 7.07 | 3.78 | 3.27 | 5.88 |
Data as of 10/30/2015, 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 Strategic Asset Allocation – Optimal Moderate |
-8.92%
Feb 2006 – Feb 2009 |
-0.97%
Feb 2004 – Feb 2009 |
5.81%
Sep 2005 – Sep 2015 |
0.00%
NA |
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 Strategic Asset Allocation – Optimal Moderate |
24.28%
Feb 2009 – Feb 2012 |
17.59%
Feb 2009 – Feb 2014 |
10.76%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart