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 Most Aggressive | NA | 2.30% | 4.04% | 0.43% | 3.90% | 6.63% | 9.33% | … | … |
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 Most Aggressive | 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 (%) | 3.47 | 2.30 | 4.04 | 0.43 | 3.90 | 6.63 | 9.33 | … | … | 6.07 | -18.99 | 19.74 | 11.12 | 3.68 | -6.39 | 17.05 | 9.40 | -9.26 | 1.69 | 23.98 | 9.44 | 3.43 | 14.62 | 27.81 | -9.22 | 29.04 | 17.65 | 23.64 | 14.50 | 37.34 | 9.06 | 3.78 |
| Sharpe Ratio | NA | -0.07 | 0.07 | 0.07 | 0.13 | NA | NA | … | … | 0.18 | -1.34 | 1.24 | 0.68 | 0.32 | -0.20 | 1.99 | 1.07 | -0.91 | 0.16 | 2.26 | 1.24 | 0.30 | 0.95 | 1.75 | -1.01 | 1.28 | 0.94 | 2.00 | 0.84 | 4.50 | 0.89 | 0.27 |
| Standard Deviation(%) | NA | 12.09 | 14.50 | 13.75 | 16.48 | NA | NA | … | … | 12.14 | 15.23 | 15.95 | 16.05 | 7.17 | 37.83 | 8.26 | 8.56 | 10.16 | 10.35 | 10.58 | 7.55 | 11.42 | 15.38 | 15.86 | 10.07 | 20.31 | 15.31 | 10.71 | 16.13 | 8.14 | 8.94 | 5.38 |
| Draw Down(%) | NA | 10.90 | 25.92 | 25.92 | 28.16 | NA | NA | … | … | 8.97 | 19.85 | 9.25 | 19.68 | 5.53 | 28.16 | 4.87 | 8.34 | 13.83 | 11.26 | 9.68 | 5.32 | 7.52 | 11.92 | 8.08 | 11.47 | 18.02 | 23.47 | 9.24 | 21.67 | 5.06 | 13.25 | 5.21 |
| Yield(%) | NA | 2.80 | 3.38 | 3.89 | 3.42 | NA | NA | … | … | 0.39 | 3.92 | 3.38 | 3.91 | 4.23 | 4.38 | 0.20 | 4.62 | 2.17 | 2.29 | 11.07 | 4.63 | 3.09 | 3.80 | 5.38 | 2.94 | 10.18 | 5.34 | 4.89 | 3.12 | 5.22 | 3.96 | 7.96 |
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 Most Aggressive |
-3.04%
Oct 2017 – Oct 2020 |
-0.85%
Feb 2018 – Feb 2023 |
2.50%
Oct 2013 – Oct 2023 |
5.43%
Oct 2007 – Oct 2022 |
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 Most Aggressive |
31.35%
Oct 2004 – Oct 2007 |
26.84%
Oct 2002 – Oct 2007 |
16.71%
Jul 2002 – Jul 2012 |
13.74%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart