Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Personal Retirement Annuity C Shares Strategic Asset Allocation – Optimal Moderate | NA | 25.08% | 1.33% | 6.78% | 5.19% | 6.59% | 6.38% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Personal Retirement Annuity C Shares 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 (%) | -1.19 | 25.08 | 1.33 | 6.78 | 5.19 | 6.59 | 6.38 | … | … | 0.25 | 7.17 | 12.74 | -16.48 | 6.77 | 19.93 | 21.50 | -14.77 | 12.77 | 7.10 | -0.55 | 4.45 | 9.15 | 14.42 | -2.42 | 15.80 | 34.48 | -30.27 | 8.53 | 15.59 | 10.91 | 14.75 | 30.19 | -2.35 | 4.44 |
| Sharpe Ratio | NA | 0.21 | -0.29 | 0.22 | 0.30 | NA | NA | … | … | 0.03 | 0.07 | 1.01 | -1.32 | 0.78 | 1.06 | 2.95 | -1.02 | 2.66 | 0.80 | -0.07 | 0.65 | 1.45 | 1.91 | -0.16 | 1.19 | 1.71 | -1.43 | 0.55 | 1.63 | 1.38 | 1.72 | 4.12 | -0.39 | 0.22 |
| Standard Deviation(%) | NA | 8.34 | 10.42 | 12.22 | 10.96 | NA | NA | … | … | 6.71 | 8.41 | 8.40 | 13.58 | 8.68 | 18.52 | 6.81 | 15.71 | 4.57 | 8.62 | 8.16 | 6.78 | 6.27 | 7.51 | 15.10 | 13.24 | 20.11 | 21.86 | 10.13 | 7.56 | 6.34 | 8.00 | 7.16 | 8.92 | 9.52 |
| Draw Down(%) | NA | 6.41 | 21.69 | 24.13 | 24.13 | NA | NA | … | … | 0.60 | 6.36 | 7.83 | 22.87 | 5.54 | 22.67 | 3.22 | 21.02 | 2.12 | 7.70 | 8.17 | 5.96 | 6.96 | 6.42 | 15.02 | 10.81 | 18.06 | 39.59 | 8.15 | 8.58 | 5.10 | 9.16 | 5.90 | 15.31 | 12.50 |
| Yield(%) | NA | 2.91 | 2.70 | 3.39 | 3.05 | NA | NA | … | … | NA | 0.53 | 2.80 | 2.38 | 2.67 | 5.42 | 3.15 | 2.55 | 0.46 | 3.08 | 3.96 | 4.00 | 3.13 | 3.15 | 2.01 | 3.46 | 3.60 | 3.84 | 9.84 | 9.94 | 7.41 | 4.92 | 3.60 | 3.44 | 4.20 |
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 Personal Retirement Annuity C Shares Strategic Asset Allocation – Optimal Moderate |
-9.52%
Feb 2006 – Feb 2009 |
-1.13%
Feb 2004 – Feb 2009 |
3.47%
Oct 2013 – Oct 2023 |
3.59%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Personal Retirement Annuity C Shares Strategic Asset Allocation – Optimal Moderate |
23.36%
Feb 2009 – Feb 2012 |
17.33%
Oct 2002 – Oct 2007 |
10.30%
Mar 2003 – Mar 2013 |
9.01%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart