Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Commission Efficient ETFs Strategic Asset Allocation – Optimal Moderate | NA | 20.75% | 1.33% | 6.06% | 5.71% | 6.49% | 6.16% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Commission Efficient ETFs Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.23 | 20.75 | 1.33 | 6.06 | 5.71 | 6.49 | 6.16 | … | … | 0.04 | 8.75 | 9.04 | -13.79 | 7.11 | 17.65 | 18.78 | -6.59 | 12.34 | 9.13 | -1.87 | 3.20 | 8.39 | 12.20 | 1.02 | 12.52 | 22.24 | -23.32 | 9.35 | 14.17 | 8.67 | 10.48 | 20.09 | -5.44 | 3.36 |
| Sharpe Ratio | NA | 0.34 | -0.28 | 0.22 | 0.40 | NA | NA | … | … | 0.00 | 0.27 | 0.57 | -1.13 | 0.79 | 1.03 | 2.83 | -0.86 | 2.57 | 1.09 | -0.23 | 0.51 | 1.09 | 1.63 | 0.07 | 1.07 | 1.15 | -0.98 | 0.60 | 1.28 | 0.91 | 1.13 | 1.87 | -0.51 | 0.08 |
| Standard Deviation(%) | NA | 7.97 | 10.26 | 11.70 | 9.81 | NA | NA | … | … | 8.11 | 8.02 | 8.40 | 13.46 | 9.00 | 16.92 | 6.13 | 9.24 | 4.56 | 8.20 | 8.14 | 6.27 | 7.69 | 7.44 | 13.42 | 11.57 | 19.18 | 24.73 | 10.54 | 8.54 | 7.16 | 8.45 | 10.35 | 12.93 | 13.81 |
| Draw Down(%) | NA | 4.75 | 19.34 | 19.82 | 19.82 | NA | NA | … | … | 0.74 | 4.75 | 8.60 | 19.74 | 5.15 | 18.64 | 2.76 | 13.49 | 2.21 | 5.19 | 8.89 | 4.87 | 7.39 | 5.26 | 11.45 | 8.28 | 18.87 | 36.85 | 5.96 | 8.59 | 4.59 | 7.34 | 7.26 | 19.35 | 16.62 |
| Yield(%) | NA | 2.72 | 2.54 | 2.25 | 2.07 | NA | NA | … | … | NA | 0.78 | 2.40 | 2.38 | 2.12 | 1.37 | 2.47 | 1.87 | 1.94 | 2.05 | 1.73 | 1.92 | 1.88 | 2.30 | 2.30 | 2.14 | 2.62 | 2.85 | 2.93 | 2.81 | 2.63 | 2.06 | 1.70 | 1.53 | 1.27 |
Data as of 10/31/2024, 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 Efficient ETFs Strategic Asset Allocation – Optimal Moderate |
-7.44%
Feb 2006 – Feb 2009 |
-0.92%
Feb 2004 – Feb 2009 |
4.14%
Oct 2013 – Oct 2023 |
4.08%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Commission Efficient ETFs Strategic Asset Allocation – Optimal Moderate |
19.91%
Feb 2009 – Feb 2012 |
14.62%
Feb 2009 – Feb 2014 |
9.25%
Feb 2009 – Feb 2019 |
8.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart