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 Bond Trend Following | NA | 4.92% | 1.51% | 3.24% | 2.52% | 3.84% | 4.36% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Extended Fund Picks Bond Trend Following | 12/31/2000 | 06/04/2025 |
| 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 (%) | 0.86 | 4.92 | 1.51 | 3.24 | 2.52 | 3.84 | 4.36 | … | … | 3.63 | 1.84 | 3.82 | -4.28 | 5.62 | 0.33 | 12.69 | -1.92 | 3.01 | 6.64 | -3.02 | 4.66 | -0.40 | 10.82 | 7.91 | 13.27 | 10.11 | 6.28 | 4.70 | 4.67 | -2.30 | 8.86 | 7.38 | 8.49 | 2.94 |
| Sharpe Ratio | NA | 0.20 | -0.43 | 0.33 | 0.29 | NA | NA | … | … | 0.77 | -0.53 | 0.04 | -1.17 | 0.87 | 0.01 | 2.71 | -1.35 | 1.08 | 1.76 | -0.96 | 1.71 | -0.26 | 3.40 | 1.76 | 2.96 | 1.65 | 0.67 | 0.48 | 0.72 | -1.36 | 1.65 | 1.26 | 1.75 | 0.11 |
| Standard Deviation(%) | NA | 3.48 | 3.92 | 4.52 | 4.52 | NA | NA | … | … | 3.02 | 3.37 | 3.90 | 4.87 | 6.42 | 7.83 | 4.15 | 2.45 | 2.17 | 3.66 | 3.18 | 2.72 | 1.64 | 3.17 | 4.48 | 4.46 | 6.08 | 7.89 | 3.20 | 1.74 | 3.35 | 4.76 | 5.29 | 4.20 | 4.83 |
| Draw Down(%) | NA | 3.33 | 5.42 | 6.96 | 15.27 | NA | NA | … | … | 1.42 | 3.33 | 2.63 | 6.96 | 4.42 | 15.27 | 2.64 | 3.41 | 1.54 | 3.18 | 5.53 | 3.50 | 4.26 | 1.77 | 3.44 | 5.29 | 4.71 | 6.62 | 2.99 | 1.04 | 3.97 | 3.41 | 6.44 | 3.92 | 5.58 |
| Yield(%) | NA | 2.76 | 3.67 | 3.29 | 3.76 | NA | NA | … | … | NA | 0.00 | 2.81 | 4.73 | 3.68 | 2.38 | 4.79 | 4.02 | 0.93 | 4.23 | 6.12 | 6.61 | 1.75 | 6.50 | 4.25 | 5.38 | 5.38 | 5.03 | 6.28 | 4.16 | 3.28 | 2.60 | 6.01 | 6.29 | 2.96 |
Data as of 03/31/2025, 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 Bond Trend Following |
-0.02%
Feb 2020 – Feb 2023 |
1.40%
Apr 2013 – Apr 2018 |
2.15%
Feb 2013 – Feb 2023 |
3.77%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Extended Fund Picks Bond Trend Following |
12.55%
May 2009 – May 2012 |
9.70%
May 2009 – May 2014 |
7.26%
Nov 2002 – Nov 2012 |
5.91%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart