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 200912 Version Strategic Asset Allocation – Optimal Moderate | NA | 24.70% | 2.15% | 6.16% | 5.26% | 6.76% | 6.87% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Extended Fund Picks 200912 Version 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 (%) | -0.83 | 24.70 | 2.15 | 6.16 | 5.26 | 6.76 | 6.87 | … | … | 0.53 | 9.24 | 8.72 | -12.11 | 7.35 | 14.54 | 15.59 | -5.60 | 10.22 | 3.74 | 1.87 | 3.22 | 11.10 | 11.90 | -2.07 | 20.36 | 32.63 | -24.78 | 9.23 | 17.22 | 9.84 | 14.91 | 31.60 | 4.26 | 5.78 |
| Sharpe Ratio | NA | 0.51 | -0.27 | 0.24 | 0.38 | NA | NA | … | … | 0.07 | 0.35 | 0.57 | -1.20 | 0.85 | 0.83 | 2.94 | -0.84 | 2.33 | 0.56 | 0.22 | 0.66 | 1.89 | 1.80 | -0.18 | 2.23 | 1.74 | -1.17 | 0.70 | 1.73 | 1.44 | 1.97 | 4.57 | 0.42 | 0.45 |
| Standard Deviation(%) | NA | 7.47 | 9.02 | 11.11 | 9.13 | NA | NA | … | … | 6.55 | 7.53 | 7.80 | 11.23 | 8.66 | 17.23 | 4.83 | 8.25 | 4.12 | 6.32 | 8.34 | 4.87 | 5.85 | 6.58 | 11.92 | 9.11 | 18.67 | 22.01 | 8.94 | 8.06 | 5.33 | 7.08 | 6.77 | 7.52 | 7.74 |
| Draw Down(%) | NA | 5.27 | 19.01 | 22.63 | 22.63 | NA | NA | … | … | 0.53 | 5.27 | 8.93 | 19.11 | 6.12 | 22.63 | 2.40 | 11.04 | 2.29 | 6.34 | 5.82 | 4.58 | 7.29 | 6.87 | 13.44 | 7.80 | 16.89 | 35.95 | 7.44 | 10.39 | 5.17 | 8.25 | 5.88 | 12.41 | 10.10 |
| Yield(%) | NA | 3.75 | 4.29 | 4.29 | 3.85 | NA | NA | … | … | NA | 1.12 | 3.86 | 4.91 | 2.86 | 3.67 | 5.04 | 4.61 | 0.35 | 2.89 | 6.21 | 3.38 | 5.12 | 3.84 | 5.12 | 3.81 | 3.44 | 4.25 | 7.89 | 6.61 | 7.40 | 7.70 | 3.98 | 3.49 | 4.28 |
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 Extended Fund Picks 200912 Version Strategic Asset Allocation – Optimal Moderate |
-6.08%
Feb 2006 – Feb 2009 |
0.77%
Feb 2004 – Feb 2009 |
3.37%
Oct 2013 – Oct 2023 |
4.45%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Extended Fund Picks 200912 Version Strategic Asset Allocation – Optimal Moderate |
22.77%
Feb 2009 – Feb 2012 |
17.83%
Oct 2002 – Oct 2007 |
11.60%
Mar 2003 – Mar 2013 |
9.54%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart