Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Select Funds Tactical Asset Allocation Moderate | NA | 24.84% | 11.63% | 11.75% | 10.20% | 10.38% | 11.00% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Select Funds Tactical Asset Allocation 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 (%) | -1.45 | 24.84 | 11.63 | 11.75 | 10.20 | 10.38 | 11.00 | … | … | 0.13 | 16.82 | 23.09 | 1.00 | -4.46 | 25.80 | 4.52 | 0.62 | 4.21 | 22.07 | 10.95 | 12.62 | 24.46 | 13.90 | -7.08 | 7.82 | 33.39 | -12.94 | 18.73 | 6.88 | 24.95 | 8.27 | 4.95 | -4.99 | 2.68 |
| Sharpe Ratio | NA | 0.71 | 0.52 | 0.50 | 0.56 | NA | NA | … | … | 0.01 | 0.66 | 1.21 | -0.02 | -0.29 | 1.40 | 0.37 | -0.07 | 0.44 | 1.84 | 0.89 | 0.96 | 2.28 | 1.39 | -0.46 | 0.56 | 1.41 | -0.56 | 1.24 | 0.27 | 1.61 | 0.59 | 0.28 | -0.34 | 0.03 |
| Standard Deviation(%) | NA | 15.35 | 19.05 | 18.26 | 14.84 | NA | NA | … | … | 10.17 | 15.51 | 15.51 | 24.85 | 15.41 | 18.29 | 8.35 | 10.55 | 8.08 | 11.88 | 12.33 | 13.09 | 10.72 | 9.95 | 15.44 | 13.89 | 23.64 | 24.87 | 12.73 | 13.51 | 14.18 | 12.49 | 15.21 | 17.98 | 13.01 |
| Draw Down(%) | NA | 8.54 | 19.64 | 22.47 | 22.47 | NA | NA | … | … | 0.97 | 8.54 | 10.45 | 19.64 | 13.18 | 16.41 | 7.88 | 13.87 | 6.82 | 6.98 | 9.59 | 12.28 | 5.15 | 7.54 | 18.35 | 12.82 | 13.38 | 30.75 | 7.57 | 14.11 | 9.48 | 10.28 | 16.98 | 17.58 | 8.53 |
| Yield(%) | NA | 4.06 | 2.76 | 2.89 | 3.35 | NA | NA | … | … | NA | 1.17 | 4.30 | 1.54 | 2.38 | 3.21 | 3.29 | 4.84 | 6.03 | 1.38 | 2.64 | 5.58 | 0.61 | 2.72 | 0.60 | 0.84 | 0.76 | 3.87 | 3.51 | 6.97 | 5.42 | 0.86 | 1.17 | 0.69 | 2.68 |
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 Select Funds Tactical Asset Allocation Moderate |
-1.85%
Jul 2001 – Jul 2004 |
3.62%
Sep 2017 – Sep 2022 |
6.52%
May 2002 – May 2012 |
7.78%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Select Funds Tactical Asset Allocation Moderate |
20.10%
Oct 2004 – Oct 2007 |
16.91%
Sep 2011 – Sep 2016 |
12.50%
Nov 2008 – Nov 2018 |
11.88%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart