Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Fidelity Advisor Funds Class A Plan Tactical Asset Allocation Most Aggressive NA 10.83% 11.97% 8.98% 7.21% 8.34% 11.28%
Data as of 01/31/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
Fidelity Advisor Funds Class A Plan Tactical Asset Allocation Most Aggressive 12/31/2000 04/28/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 0.69 10.83 11.97 8.98 7.21 8.34 11.28 -5.01 22.91 17.31 5.02 -6.44 16.69 6.23 -7.68 -1.82 21.13 15.41 -5.41 20.12 31.42 -11.94 25.29 22.12 24.74 16.99 33.95 3.94 3.33
Sharpe Ratio NA 0.24 0.74 0.59 0.59 NA NA -0.28 1.48 1.19 0.46 -0.61 1.96 0.70 -0.77 -0.18 1.88 1.93 -0.38 0.99 1.93 -1.38 1.11 1.18 2.02 1.14 4.25 0.54 0.27
Standard Deviation(%) NA 15.57 14.12 12.79 11.31 NA NA 17.92 15.51 14.37 7.87 12.70 8.20 8.55 10.00 10.26 11.19 7.96 14.48 20.27 16.23 9.32 20.16 15.98 11.19 14.08 7.83 5.25 3.79
Draw Down(%) NA 10.42 15.35 20.68 20.68 NA NA 10.42 6.96 15.35 5.80 16.95 3.54 8.34 12.83 11.16 9.98 6.92 15.75 13.65 8.68 15.30 17.71 22.64 9.07 16.98 4.11 6.52 3.13
Yield(%) NA 8.64 5.59 4.47 4.55 NA NA 1.13 8.35 6.15 1.85 5.28 0.19 5.96 3.37 5.16 5.75 4.07 2.01 1.99 4.02 2.84 3.21 4.40 3.76 2.81 5.16 4.18 5.97
Data as of 01/31/2022, 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 Advisor Funds Class A Plan Tactical Asset Allocation Most Aggressive -1.43%
Feb 2014 – Feb 2017
0.28%
Feb 2015 – Feb 2020
3.79%
Apr 2010 – Apr 2020
8.23%
Sep 2005 – Sep 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Fidelity Advisor Funds Class A Plan Tactical Asset Allocation Most Aggressive 32.10%
Oct 2004 – Oct 2007
27.18%
Oct 2002 – Oct 2007
16.69%
Apr 2001 – Apr 2011
13.35%
Jan 2003 – Jan 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return