Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity No Load No Transaction Fee Funds Tactical Asset Allocation Moderate | NA | 1.36% | 2.62% | 0.55% | 3.54% | 5.74% | 7.54% | … | … |
Data as of 08/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity No Load No Transaction Fee Funds Tactical Asset Allocation Moderate | 12/31/2000 | 11/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 2.38 | 1.36 | 2.62 | 0.55 | 3.54 | 5.74 | 7.54 | … | … | 3.93 | -14.38 | 13.15 | -1.28 | 14.12 | -2.64 | 14.84 | 8.38 | -6.41 | 2.39 | 13.96 | 8.60 | 6.51 | 13.61 | 19.84 | -3.72 | 20.87 | 12.49 | 13.79 | 11.02 | 22.73 | 9.78 | 4.72 |
| Sharpe Ratio | NA | -0.22 | -0.03 | 0.03 | 0.24 | NA | NA | … | … | 0.00 | -1.69 | 1.29 | -0.10 | 2.43 | -0.46 | 2.76 | 1.26 | -0.97 | 0.38 | 2.15 | 1.80 | 0.84 | 1.48 | 1.95 | -0.71 | 1.48 | 1.01 | 1.72 | 1.02 | 4.06 | 1.59 | 0.55 |
| Standard Deviation(%) | NA | 7.62 | 9.10 | 10.13 | 8.53 | NA | NA | … | … | 7.66 | 9.34 | 10.14 | 15.08 | 5.24 | 8.61 | 5.16 | 6.47 | 6.64 | 6.20 | 6.46 | 4.76 | 7.72 | 9.12 | 10.14 | 6.57 | 12.08 | 9.10 | 6.76 | 9.87 | 5.43 | 5.46 | 4.43 |
| Draw Down(%) | NA | 7.24 | 19.22 | 24.00 | 24.00 | NA | NA | … | … | 6.34 | 14.92 | 6.10 | 24.00 | 2.59 | 11.08 | 2.57 | 5.61 | 9.72 | 6.69 | 6.50 | 2.68 | 4.17 | 7.13 | 4.83 | 7.38 | 11.62 | 14.36 | 6.00 | 14.51 | 4.31 | 6.55 | 3.55 |
| Yield(%) | NA | 3.12 | 3.11 | 3.76 | 3.69 | NA | NA | … | … | 1.57 | 3.07 | 3.01 | 3.20 | 5.19 | 5.47 | 3.61 | 4.45 | 2.43 | 2.52 | 6.94 | 4.06 | 3.47 | 4.29 | 5.58 | 3.68 | 7.53 | 4.87 | 4.27 | 3.38 | 4.20 | 4.55 | 7.16 |
Data as of 08/31/2023, 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 No Load No Transaction Fee Funds Tactical Asset Allocation Moderate |
-1.95%
Feb 2020 – Feb 2023 |
0.06%
Feb 2018 – Feb 2023 |
2.64%
Oct 2013 – Oct 2023 |
5.17%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity No Load No Transaction Fee Funds Tactical Asset Allocation Moderate |
19.80%
Oct 2004 – Oct 2007 |
17.39%
Oct 2002 – Oct 2007 |
12.77%
Jul 2002 – Jul 2012 |
10.60%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart