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 Strategic Asset Allocation – Optimal Moderate | NA | -1.65% | 3.78% | 2.51% | 7.83% | 6.62% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity No Load No Transaction Fee Funds 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 (%) | 0.94 | -1.65 | 3.78 | 2.51 | 7.83 | 6.62 | NA | … | … | -4.93 | 12.20 | 2.37 | -3.26 | 2.70 | 9.97 | 13.23 | -0.20 | 17.22 | 29.29 | -27.89 | 12.24 | 11.59 | 13.46 | 13.96 | 27.24 | -2.99 | 3.74 |
| Sharpe Ratio | NA | -0.12 | 0.08 | 0.05 | 0.39 | NA | NA | … | … | -0.12 | 2.70 | 0.30 | -0.40 | 0.52 | 1.79 | 2.16 | -0.02 | 1.68 | 1.53 | -1.22 | 0.91 | 1.12 | 1.95 | 1.67 | 3.70 | -0.49 | 0.18 |
| Standard Deviation(%) | NA | 50.93 | 29.78 | 23.46 | 18.53 | NA | NA | … | … | 50.93 | 4.29 | 7.33 | 8.20 | 5.16 | 5.56 | 6.09 | 11.97 | 10.22 | 19.08 | 23.68 | 10.16 | 7.40 | 5.80 | 7.81 | 7.17 | 8.36 | 8.17 |
| Draw Down(%) | NA | 35.91 | 35.91 | 35.91 | 35.91 | NA | NA | … | … | 35.91 | 2.08 | 7.58 | 10.34 | 4.77 | 6.51 | 4.31 | 12.18 | 8.14 | 17.22 | 38.35 | 7.94 | 9.65 | 4.50 | 9.21 | 6.18 | 14.51 | 10.79 |
| Yield(%) | NA | 5.57 | 2.71 | 3.32 | 3.11 | NA | NA | … | … | 5.53 | 0.36 | 2.21 | 3.29 | 5.15 | 3.09 | 3.18 | 2.42 | 2.73 | 2.97 | 2.01 | 5.77 | 5.70 | 4.71 | 3.73 | 3.39 | 2.33 | 3.29 |
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 No Load No Transaction Fee Funds Strategic Asset Allocation – Optimal Moderate |
-8.35%
Feb 2006 – Feb 2009 |
-0.23%
Feb 2004 – Feb 2009 |
4.02%
Oct 2007 – Oct 2017 |
6.56%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity No Load No Transaction Fee Funds Strategic Asset Allocation – Optimal Moderate |
22.13%
Feb 2009 – Feb 2012 |
16.90%
Oct 2002 – Oct 2007 |
10.43%
Mar 2003 – Mar 2013 |
8.42%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart