Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| test_Fidelity Commission Free ETFs Tactical Asset Allocation Moderate | NA | 2.06% | 8.20% | 7.17% | 5.43% | 5.38% | 6.56% | … | … |
Data as of 11/28/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| test_Fidelity Commission Free ETFs Tactical Asset Allocation Moderate | 12/31/2000 | 02/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 (%) | 2.26 | 2.06 | 8.20 | 7.17 | 5.43 | 5.38 | 6.56 | … | … | NA | 7.85 | 5.56 | 12.21 | -9.84 | 18.51 | 4.15 | 15.41 | -6.86 | 5.48 | 5.77 | -5.57 | 1.26 | 11.07 | 14.40 | 4.88 | 13.41 | 11.09 | 10.29 | 3.29 | 14.90 | 1.95 | 12.30 | 19.31 | -8.51 | 7.00 |
| Sharpe Ratio | NA | 0.98 | 0.67 | 0.33 | 0.50 | NA | NA | … | … | 0.76 | 0.51 | 0.20 | 1.04 | -0.91 | 1.75 | 0.24 | 2.42 | -0.86 | 0.80 | 0.61 | -0.61 | 0.16 | 0.24 | 2.02 | 0.34 | 0.98 | 0.84 | 2.47 | 0.01 | 1.33 | -0.03 | 1.21 | 2.98 | -0.68 | 0.45 |
| Standard Deviation(%) | NA | 9.47 | 9.28 | 10.14 | 10.15 | NA | NA | … | … | 8.43 | 9.64 | 9.82 | 8.25 | 12.33 | 10.58 | 16.54 | 5.76 | 9.62 | 6.00 | 9.11 | 9.24 | 7.97 | 46.57 | 7.10 | 14.16 | 13.56 | 13.02 | 3.77 | 11.01 | 8.66 | 8.99 | 9.34 | 6.24 | 14.18 | 10.22 |
| Draw Down(%) | NA | 11.34 | 12.60 | 16.54 | 22.98 | NA | NA | … | … | 1.26 | 11.34 | 8.01 | 8.13 | 16.43 | 4.71 | 22.98 | 2.58 | 13.38 | 4.19 | 5.82 | 12.07 | 7.47 | 19.23 | 3.96 | 12.58 | 8.65 | 6.80 | 2.23 | 7.87 | 5.90 | 6.42 | 11.07 | 2.13 | 26.62 | 7.64 |
| Yield(%) | NA | 4.09 | 3.21 | 3.28 | 2.75 | NA | NA | … | … | 0.11 | 4.21 | 2.83 | 2.87 | 3.94 | 2.75 | 1.58 | 3.17 | 1.74 | 2.12 | 2.54 | 2.07 | 2.66 | 1.68 | 3.46 | 3.74 | 2.68 | 3.59 | 3.40 | 3.14 | 3.47 | 3.37 | 2.99 | 2.88 | 1.71 | 1.14 |
Data as of 11/28/2025, 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 Commission Free ETFs Tactical Asset Allocation Moderate |
-0.60%
Mar 2014 – Mar 2017 |
-0.52%
Mar 2015 – Mar 2020 |
3.12%
Oct 2013 – Oct 2023 |
5.09%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| test_Fidelity Commission Free ETFs Tactical Asset Allocation Moderate |
13.62%
May 2008 – May 2011 |
11.77%
Jun 2009 – Jun 2014 |
11.03%
Apr 2003 – Apr 2013 |
8.26%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart