Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Fidelity New Hampshire Advisor 529 Plan Strategic Asset Allocation – Optimal Moderate | NA | -4.86% | 2.29% | 3.15% | 7.61% | 5.42% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Fidelity New Hampshire Advisor 529 Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | -4.86 | 2.29 | 3.15 | 7.61 | 5.42 | NA | … | … | -7.64 | 10.36 | 1.92 | 1.05 | 4.12 | 13.94 | 12.63 | -2.68 | 12.82 | 29.32 | -27.41 | 6.91 | 8.59 | 6.89 | 11.02 | 27.07 | -6.17 | -1.47 |
| Sharpe Ratio | NA | -0.91 | 0.07 | 0.17 | 0.67 | NA | NA | … | … | -0.91 | 2.13 | 0.20 | 0.12 | 0.63 | 2.06 | 1.61 | -0.19 | 0.95 | 1.80 | -1.48 | 0.41 | 0.66 | 0.68 | 1.23 | 3.33 | -0.73 | -0.36 |
| Standard Deviation(%) | NA | 9.85 | 7.99 | 7.86 | 10.34 | NA | NA | … | … | 9.85 | 4.58 | 8.56 | 8.68 | 6.50 | 6.76 | 7.82 | 14.58 | 13.37 | 16.21 | 19.14 | 9.39 | 7.98 | 6.93 | 8.17 | 7.91 | 10.02 | 10.63 |
| Draw Down(%) | NA | 14.72 | 14.72 | 14.72 | 15.16 | NA | NA | … | … | 14.72 | 2.53 | 7.79 | 8.13 | 5.92 | 5.96 | 6.48 | 15.16 | 11.37 | 13.43 | 35.17 | 6.65 | 8.91 | 5.27 | 7.27 | 6.07 | 15.86 | 15.35 |
| Yield(%) | NA | 4.74 | 2.12 | 2.48 | 2.10 | NA | NA | … | … | 4.72 | 0.37 | 1.21 | 2.06 | 3.99 | 1.75 | 1.43 | 1.82 | 1.67 | 1.80 | 2.36 | 8.83 | 6.48 | 4.63 | 2.31 | 2.15 | 1.63 | 2.38 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| The Fidelity New Hampshire Advisor 529 Plan Strategic Asset Allocation – Optimal Moderate |
-9.27%
Feb 2006 – Feb 2009 |
-2.40%
Feb 2004 – Feb 2009 |
4.14%
Jan 2006 – Jan 2016 |
5.23%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Fidelity New Hampshire Advisor 529 Plan Strategic Asset Allocation – Optimal Moderate |
18.90%
Feb 2009 – Feb 2012 |
15.13%
Feb 2009 – Feb 2014 |
8.08%
Nov 2008 – Nov 2018 |
7.30%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart