Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Conservative Fund Plan Tactical Asset Allocation Moderate | NA | 12.02% | 5.25% | 3.30% | 3.11% | 4.66% | 5.74% | … | … |
Data as of 06/01/2021, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Conservative Fund Plan Tactical Asset Allocation Moderate | 12/31/2000 | 08/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 12.02 | 5.25 | 3.30 | 3.11 | 4.66 | 5.74 | … | … | 7.59 | 3.73 | 7.53 | -1.52 | -0.16 | 3.95 | -2.66 | 4.18 | 4.25 | 9.57 | 1.14 | 10.82 | 16.34 | -1.21 | 6.33 | 7.53 | 2.66 | 7.39 | 19.70 | 8.16 | 6.83 |
| Sharpe Ratio | NA | 2.55 | 1.21 | 0.54 | 0.84 | NA | NA | … | … | 1.83 | 0.60 | 2.03 | -1.20 | -0.20 | 0.79 | -0.81 | 1.30 | 1.75 | 4.04 | 0.26 | 2.09 | 3.26 | -0.45 | 0.81 | 1.33 | 0.15 | 1.25 | 4.83 | 1.86 | 0.89 |
| Standard Deviation(%) | NA | 4.32 | 4.34 | 4.11 | 3.67 | NA | NA | … | … | 4.14 | 5.88 | 3.02 | 2.35 | 3.95 | 4.75 | 3.34 | 3.21 | 2.42 | 2.35 | 4.26 | 5.12 | 4.98 | 4.73 | 4.11 | 3.19 | 3.34 | 5.18 | 3.93 | 3.78 | 5.06 |
| Draw Down(%) | NA | 2.62 | 10.63 | 10.63 | 10.63 | NA | NA | … | … | 1.91 | 10.63 | 2.05 | 2.98 | 4.63 | 3.11 | 4.77 | 3.58 | 3.14 | 1.15 | 4.47 | 3.48 | 3.75 | 4.00 | 2.36 | 2.45 | 2.30 | 5.70 | 3.58 | 2.86 | 4.07 |
| Yield(%) | NA | 5.30 | 3.73 | 2.58 | 2.80 | NA | NA | … | … | 0.79 | 5.41 | 4.06 | 1.65 | 0.39 | 1.73 | 2.68 | 2.33 | 3.43 | 4.07 | 3.21 | 3.44 | 5.99 | 3.39 | 3.48 | 4.53 | 4.65 | 4.08 | 5.02 | 7.02 | 7.48 |
Data as of 06/01/2021, 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 Conservative Fund Plan Tactical Asset Allocation Moderate |
-0.69%
Mar 2017 – Mar 2020 |
-0.06%
Mar 2015 – Mar 2020 |
2.53%
Oct 2010 – Oct 2020 |
4.10%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Conservative Fund Plan Tactical Asset Allocation Moderate |
11.92%
Mar 2001 – Mar 2004 |
9.31%
Apr 2001 – Apr 2006 |
8.55%
Apr 2001 – Apr 2011 |
6.68%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart