Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity 25 Commission Free ETFs Strategic Asset Allocation – Optimal Moderate | NA | 24.35% | 2.77% | 4.62% | 4.98% | 6.48% | 6.12% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity 25 Commission Free 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 (%) | -1.14 | 24.35 | 2.77 | 4.62 | 4.98 | 6.48 | 6.12 | … | … | 0.18 | 11.03 | 12.02 | -13.62 | 5.37 | 6.73 | 18.65 | -6.47 | 12.33 | 9.29 | -1.63 | 5.25 | 11.86 | 12.84 | -0.30 | 14.23 | 23.63 | -25.70 | 10.24 | 14.57 | 9.08 | 10.48 | 20.52 | -8.17 | 1.07 |
| Sharpe Ratio | NA | 0.62 | -0.11 | 0.09 | 0.29 | NA | NA | … | … | 0.01 | 0.51 | 0.90 | -1.10 | 0.54 | 0.27 | 2.43 | -0.77 | 2.25 | 1.06 | -0.18 | 0.75 | 1.48 | 1.58 | -0.02 | 1.15 | 1.19 | -1.00 | 0.66 | 1.24 | 0.93 | 1.15 | 1.87 | -0.65 | -0.09 |
| Standard Deviation(%) | NA | 8.58 | 10.58 | 14.22 | 11.59 | NA | NA | … | … | 8.68 | 8.63 | 8.63 | 13.65 | 9.82 | 24.04 | 7.11 | 10.09 | 5.20 | 8.57 | 9.05 | 7.01 | 7.99 | 8.10 | 15.08 | 12.33 | 19.73 | 26.51 | 11.02 | 9.10 | 7.46 | 8.33 | 10.59 | 14.30 | 13.20 |
| Draw Down(%) | NA | 5.41 | 20.02 | 22.30 | 22.30 | NA | NA | … | … | 0.78 | 5.41 | 8.46 | 20.40 | 6.08 | 22.30 | 3.50 | 13.52 | 2.25 | 6.11 | 9.65 | 5.44 | 7.29 | 6.44 | 13.90 | 9.08 | 20.57 | 39.22 | 6.85 | 9.46 | 4.93 | 6.19 | 8.57 | 22.21 | 16.49 |
| Yield(%) | NA | 2.44 | 2.47 | 2.16 | 1.95 | NA | NA | … | … | NA | 0.59 | 2.37 | 2.44 | 2.12 | 1.50 | 1.84 | 1.51 | 0.31 | 2.77 | 1.89 | 2.45 | 2.34 | 2.80 | 2.63 | 2.31 | 3.14 | 2.75 | 3.01 | 2.79 | 2.85 | 1.23 | 0.77 | 0.76 | 1.30 |
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 25 Commission Free ETFs Strategic Asset Allocation – Optimal Moderate |
-8.19%
Feb 2006 – Feb 2009 |
-1.29%
Feb 2004 – Feb 2009 |
3.44%
Oct 2013 – Oct 2023 |
3.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity 25 Commission Free ETFs Strategic Asset Allocation – Optimal Moderate |
21.01%
Feb 2009 – Feb 2012 |
15.95%
Feb 2009 – Feb 2014 |
10.21%
Feb 2009 – Feb 2019 |
8.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart