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 Strategic Asset Allocation – Optimal Moderate | NA | -2.40% | 0.44% | 1.04% | 0.55% | 1.06% | 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 NTF High Yield Bond Funds Plan 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 (%) | -0.08 | -2.40 | 0.44 | 1.04 | 0.55 | 1.06 | NA | … | … | -1.18 | 0.17 | 3.76 | -0.74 | 5.70 | -1.46 | 0.05 | 0.03 | 0.09 | 0.09 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | -1.01 | 0.06 | 0.34 | 0.17 | NA | NA | … | … | -1.01 | -0.18 | 0.95 | -0.21 | 1.82 | -0.95 | 0.00 | 0.00 | 0.25 | 0.00 | 0.00 | 0.01 | 0.04 | 0.96 | 0.00 | 0.00 | 1.18 | 0.01 |
| Standard Deviation(%) | NA | 2.50 | 2.98 | 3.14 | 2.27 | NA | NA | … | … | 2.50 | 2.52 | 3.75 | 3.57 | 3.13 | 1.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 2.96 | 5.02 | 5.02 | 5.02 | NA | NA | … | … | 2.96 | 1.72 | 3.50 | 2.87 | 1.27 | 1.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 1.51 | 1.58 | 1.83 | 1.01 | NA | NA | … | … | 1.51 | 0.40 | 2.67 | 2.00 | 2.42 | 0.79 | 0.05 | 0.03 | 0.09 | 0.09 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
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 NTF High Yield Bond Funds Plan Strategic Asset Allocation – Optimal Moderate |
-0.46%
Dec 2010 – Dec 2013 |
-0.24%
Dec 2008 – Dec 2013 |
0.52%
Nov 2008 – Nov 2018 |
1.04%
Nov 2003 – Nov 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 Strategic Asset Allocation – Optimal Moderate |
2.99%
Jul 2013 – Jul 2016 |
2.10%
Sep 2003 – Sep 2008 |
1.48%
Jan 2005 – Jan 2015 |
1.47%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart