Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| test_Fidelity Extended Fund Picks Tactical Asset Allocation Moderate | NA | 0.82% | 3.52% | 1.20% | 3.04% | 5.38% | 7.47% | … | … |
Data as of 08/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| test_Fidelity Extended Fund Picks Tactical Asset Allocation Moderate | 12/31/2000 | 11/08/2023 |
| 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 (%) | 1.81 | 0.82 | 3.52 | 1.20 | 3.04 | 5.38 | 7.47 | … | … | 0.88 | -11.16 | 8.81 | 3.40 | 9.99 | -5.01 | 9.79 | 6.61 | -4.69 | 3.32 | 11.18 | 10.85 | -0.76 | 12.59 | 27.57 | -4.43 | 14.10 | 19.08 | 9.78 | 17.45 | 29.04 | 9.11 | 8.41 |
| Sharpe Ratio | NA | -0.37 | -0.03 | 0.02 | 0.16 | NA | NA | … | … | -0.29 | -0.95 | 0.82 | 0.29 | 1.85 | -0.79 | 1.71 | 1.11 | -0.72 | 0.55 | 1.58 | 2.08 | -0.08 | 1.03 | 2.72 | -0.76 | 0.88 | 1.87 | 1.12 | 1.22 | 5.37 | 1.48 | 1.53 |
| Standard Deviation(%) | NA | 10.61 | 11.21 | 10.22 | 8.49 | NA | NA | … | … | 9.78 | 13.15 | 10.74 | 11.08 | 4.63 | 7.96 | 5.36 | 5.75 | 6.54 | 5.99 | 7.07 | 5.18 | 9.72 | 12.09 | 10.11 | 7.05 | 12.57 | 8.45 | 6.80 | 13.57 | 5.28 | 5.41 | 3.98 |
| Draw Down(%) | NA | 8.79 | 17.06 | 18.82 | 18.82 | NA | NA | … | … | 8.79 | 15.91 | 5.84 | 18.82 | 2.22 | 11.95 | 2.94 | 5.03 | 10.23 | 6.36 | 6.68 | 2.92 | 9.09 | 8.86 | 4.40 | 7.56 | 11.72 | 11.44 | 4.93 | 12.93 | 3.84 | 6.81 | 1.85 |
| Yield(%) | NA | 5.60 | 3.73 | 3.63 | 3.52 | NA | NA | … | … | 1.20 | 4.71 | 4.09 | 2.31 | 4.10 | 2.52 | 0.54 | 4.34 | 3.37 | 5.73 | 3.43 | 7.16 | 3.55 | 8.09 | 6.93 | 3.71 | 7.51 | 10.39 | 3.77 | 15.46 | 5.75 | 3.92 | 6.30 |
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 |
|---|---|---|---|---|
| test_Fidelity Extended Fund Picks Tactical Asset Allocation Moderate |
-1.52%
Oct 2017 – Oct 2020 |
0.05%
Sep 2017 – Sep 2022 |
1.98%
Oct 2013 – Oct 2023 |
4.57%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| test_Fidelity Extended Fund Picks Tactical Asset Allocation Moderate |
20.59%
Oct 2004 – Oct 2007 |
19.58%
Oct 2002 – Oct 2007 |
14.29%
Apr 2001 – Apr 2011 |
10.69%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart