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 NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate | NA | -0.17% | 0.92% | 0.77% | 1.99% | 2.65% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
| 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 (%) | 0.02 | -0.17 | 0.92 | 0.77 | 1.99 | 2.65 | NA | … | … | -0.41 | 1.26 | 1.36 | -0.40 | 1.81 | -1.54 | 2.28 | 4.24 | 2.64 | -1.76 | 15.90 | 4.61 | 3.08 | 1.60 | 3.30 | 3.26 | 8.67 | 6.77 |
| Sharpe Ratio | NA | -1.26 | 0.10 | 0.18 | 0.54 | NA | NA | … | … | -1.47 | 0.44 | 0.66 | -0.20 | 1.29 | -1.11 | 1.22 | 1.53 | 0.86 | -0.31 | 1.64 | 0.84 | -0.15 | -0.29 | 0.95 | 0.93 | 2.97 | 1.23 |
| Standard Deviation(%) | NA | 1.07 | 1.48 | 1.59 | 2.91 | NA | NA | … | … | 1.04 | 1.43 | 1.76 | 2.10 | 1.39 | 1.42 | 1.83 | 2.75 | 2.96 | 6.05 | 9.14 | 1.91 | 1.25 | 1.96 | 2.47 | 2.75 | 2.54 | 3.62 |
| Draw Down(%) | NA | 0.88 | 2.10 | 2.10 | 5.23 | NA | NA | … | … | 0.88 | 0.95 | 2.10 | 1.55 | 0.96 | 1.74 | 1.13 | 1.56 | 2.69 | 4.79 | 5.93 | 0.86 | 0.59 | 1.26 | 2.73 | 3.03 | 1.45 | 2.34 |
| Yield(%) | NA | 1.94 | 1.46 | 1.22 | 1.58 | NA | NA | … | … | 1.15 | 1.51 | 1.48 | 1.11 | 0.70 | 0.30 | 1.04 | 1.49 | 1.51 | 4.43 | 5.30 | 3.62 | 3.47 | 2.81 | 2.07 | 2.83 | 5.10 | 6.04 |
Data as of 08/31/2018, 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 NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
-0.05%
Dec 2012 – Dec 2015 |
0.39%
Apr 2013 – Apr 2018 |
1.86%
Mar 2008 – Mar 2018 |
2.49%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity No Load NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
7.71%
Dec 2005 – Dec 2008 |
5.57%
Dec 2003 – Dec 2008 |
4.63%
Apr 2001 – Apr 2011 |
3.56%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison Chart