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 Strategic Asset Allocation – Optimal Moderate | NA | 8.16% | 11.04% | 6.94% | 6.53% | 6.10% | 5.50% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | 1.77 | 8.16 | 11.04 | 6.94 | 6.53 | 6.10 | 5.50 | … | … | NA | 10.76 | 12.11 | 10.05 | -9.01 | 10.24 | 8.65 | 15.44 | -5.01 | 12.01 | 4.07 | -1.23 | 4.41 | 11.33 | 9.49 | -0.95 | 9.92 | 25.26 | -23.11 | 4.33 | 11.16 | 5.58 | 9.99 | 18.79 | -6.17 | -1.13 |
| Sharpe Ratio | NA | 1.14 | 0.95 | 0.46 | 0.60 | NA | NA | … | … | 0.47 | 0.94 | 1.27 | 0.80 | -0.91 | 1.20 | 0.40 | 2.45 | -0.75 | 2.73 | 0.50 | -0.15 | 0.70 | 1.63 | 1.17 | -0.06 | 0.78 | 1.15 | -0.97 | 0.13 | 1.06 | 0.45 | 1.17 | 1.90 | -0.55 | -0.25 |
| Standard Deviation(%) | NA | 8.40 | 7.65 | 8.69 | 10.00 | NA | NA | … | … | 6.95 | 8.38 | 6.69 | 8.02 | 11.50 | 8.52 | 21.08 | 5.70 | 8.49 | 4.16 | 7.66 | 8.25 | 6.23 | 6.92 | 8.08 | 15.37 | 12.67 | 21.91 | 24.84 | 9.21 | 7.33 | 7.35 | 7.67 | 9.50 | 13.29 | 14.21 |
| Draw Down(%) | NA | 7.81 | 7.81 | 16.42 | 24.36 | NA | NA | … | … | 1.00 | 7.81 | 4.19 | 7.12 | 16.42 | 3.98 | 24.36 | 2.75 | 11.26 | 1.59 | 5.58 | 8.23 | 3.83 | 5.99 | 6.67 | 14.65 | 9.18 | 18.86 | 34.44 | 5.49 | 6.34 | 5.25 | 6.37 | 7.40 | 19.83 | 17.45 |
| Yield(%) | NA | 3.54 | 3.86 | 3.67 | 2.91 | NA | NA | … | … | 0.00 | 3.78 | 4.40 | 3.90 | 4.10 | 2.55 | 1.42 | 2.90 | 2.12 | 1.82 | 2.63 | 2.34 | 2.97 | 2.38 | 2.96 | 2.79 | 2.77 | 2.87 | 2.29 | 3.20 | 3.04 | 2.72 | 2.02 | 1.24 | 1.17 | 1.15 |
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 Strategic Asset Allocation – Optimal Moderate |
-9.16%
Feb 2006 – Feb 2009 |
-2.77%
Feb 2004 – Feb 2009 |
3.59%
Nov 2006 – Nov 2016 |
3.51%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| test_Fidelity Commission Free ETFs Strategic Asset Allocation – Optimal Moderate |
18.51%
Feb 2009 – Feb 2012 |
13.99%
Feb 2009 – Feb 2014 |
8.79%
Feb 2009 – Feb 2019 |
7.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart