Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Advisor Funds Class A Plan Strategic Asset Allocation – Optimal Moderate | NA | -7.54% | 2.75% | 3.08% | 8.03% | 6.19% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Advisor Funds Class A Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | -7.54 | 2.75 | 3.08 | 8.03 | 6.19 | NA | … | … | -5.89 | 10.24 | 3.53 | -1.83 | 6.89 | 11.62 | 13.05 | -2.27 | 16.85 | 31.48 | -30.92 | 10.89 | 11.97 | 10.36 | 11.72 | 36.99 | -8.73 | -2.61 |
| Sharpe Ratio | NA | -0.75 | 0.22 | 0.27 | 0.72 | NA | NA | … | … | -0.75 | 1.77 | 0.43 | -0.24 | 1.30 | 1.78 | 1.81 | -0.18 | 1.41 | 1.51 | -1.32 | 0.76 | 1.06 | 1.22 | 1.28 | 3.94 | -0.80 | -0.52 |
| Standard Deviation(%) | NA | 9.59 | 7.75 | 7.31 | 10.54 | NA | NA | … | … | 9.59 | 5.43 | 7.64 | 7.70 | 5.28 | 6.50 | 7.17 | 13.15 | 11.91 | 20.84 | 24.04 | 10.38 | 8.21 | 6.69 | 8.39 | 9.20 | 12.29 | 9.38 |
| Draw Down(%) | NA | 12.02 | 13.12 | 13.12 | 18.62 | NA | NA | … | … | 12.02 | 5.40 | 7.14 | 9.14 | 4.24 | 7.20 | 6.02 | 12.72 | 9.07 | 18.62 | 41.33 | 8.65 | 10.36 | 4.99 | 9.11 | 6.96 | 19.20 | 13.43 |
| Yield(%) | NA | 4.77 | 2.40 | 2.76 | 2.69 | NA | NA | … | … | 4.75 | 0.25 | 2.17 | 3.20 | 3.40 | 4.42 | 2.12 | 1.74 | 1.76 | 2.89 | 2.00 | 6.46 | 5.95 | 4.49 | 3.29 | 2.85 | 1.65 | 2.63 |
Data as of 10/31/2018, 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 Advisor Funds Class A Plan Strategic Asset Allocation – Optimal Moderate |
-10.48%
Feb 2006 – Feb 2009 |
-2.33%
Feb 2004 – Feb 2009 |
4.54%
Oct 2007 – Oct 2017 |
6.11%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Advisor Funds Class A Plan Strategic Asset Allocation – Optimal Moderate |
22.76%
Feb 2009 – Feb 2012 |
17.31%
Feb 2009 – Feb 2014 |
10.05%
Mar 2003 – Mar 2013 |
8.74%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart