Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Commission Free ETFs Tactical Asset Allocation Most Aggressive | NA | -4.95% | 1.62% | 11.31% | 3.79% | 6.47% | 8.13% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Commission Free ETFs Tactical Asset Allocation Most Aggressive | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -2.05 | -4.95 | 1.62 | 11.31 | 3.79 | 6.47 | 8.13 | … | … | -3.83 | 7.12 | 16.83 | -16.44 | 28.42 | 1.80 | 16.10 | -9.44 | 7.04 | 10.27 | -9.05 | -0.96 | 20.43 | 19.42 | -0.34 | 28.81 | 21.06 | 10.53 | -0.30 | 22.86 | 2.30 | 16.18 | 30.97 | 5.14 | 9.26 |
| Sharpe Ratio | NA | -0.36 | 0.07 | 0.48 | 0.16 | NA | NA | … | … | -0.24 | 0.23 | 1.02 | -0.89 | 1.65 | 0.05 | 1.54 | -0.67 | 0.66 | 0.65 | -0.60 | -0.07 | 1.51 | 1.57 | -0.01 | 1.34 | 1.12 | 2.50 | -0.19 | 1.45 | 0.00 | 1.05 | 3.01 | 0.34 | 0.55 |
| Standard Deviation(%) | NA | 18.75 | 16.67 | 17.34 | 17.31 | NA | NA | … | … | 21.22 | 15.53 | 12.93 | 20.08 | 17.16 | 29.31 | 9.52 | 16.15 | 9.71 | 15.54 | 15.05 | 13.12 | 13.48 | 12.32 | 25.38 | 21.37 | 18.77 | 3.82 | 18.57 | 13.38 | 14.17 | 14.43 | 10.04 | 11.67 | 12.49 |
| Draw Down(%) | NA | 21.87 | 21.87 | 25.84 | 36.84 | NA | NA | … | … | 19.66 | 13.58 | 12.68 | 25.76 | 7.78 | 36.84 | 4.84 | 20.11 | 6.58 | 9.79 | 18.07 | 13.32 | 13.20 | 8.32 | 21.53 | 13.68 | 9.45 | 2.23 | 12.94 | 8.97 | 10.71 | 14.24 | 3.52 | 17.18 | 14.15 |
| Yield(%) | NA | 1.14 | 1.90 | 1.87 | 2.11 | NA | NA | … | … | NA | 0.35 | 1.45 | 2.76 | 1.79 | 1.58 | 3.02 | 1.21 | 2.76 | 2.66 | 2.46 | 2.68 | 1.53 | 4.17 | 3.44 | 2.74 | 3.56 | 3.40 | 2.02 | 2.90 | 2.18 | 2.57 | 3.40 | 5.03 | 3.23 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| Fidelity Commission Free ETFs Tactical Asset Allocation Most Aggressive |
-4.12%
Mar 2017 – Mar 2020 |
-3.21%
Mar 2015 – Mar 2020 |
2.87%
Oct 2013 – Oct 2023 |
5.88%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Commission Free ETFs Tactical Asset Allocation Most Aggressive |
22.67%
May 2008 – May 2011 |
17.92%
Jun 2009 – Jun 2014 |
15.66%
Apr 2003 – Apr 2013 |
11.73%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart