Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Advisor Funds Select Class A Plan Tactical Asset Allocation Moderate | NA | 4.41% | 6.64% | 7.46% | 6.20% | 8.05% | 9.96% | … | … |
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 Select Class A Plan Tactical Asset Allocation Moderate | 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 (%) | 0.32 | 4.41 | 6.64 | 7.46 | 6.20 | 8.05 | 9.96 | … | … | -3.49 | 11.51 | 4.15 | 14.04 | -1.76 | 15.07 | 6.60 | -5.62 | 0.34 | 12.03 | 15.18 | -0.55 | 16.39 | 29.42 | -1.58 | 17.64 | 15.32 | 15.07 | 12.92 | 29.55 | 5.80 | 4.44 |
| Sharpe Ratio | NA | 0.28 | 0.48 | 0.66 | 0.74 | NA | NA | … | … | -0.39 | 1.24 | 0.30 | 2.43 | -0.36 | 3.10 | 1.14 | -0.98 | 0.06 | 1.78 | 3.35 | -0.07 | 1.46 | 2.59 | -0.41 | 1.20 | 1.25 | 1.73 | 1.30 | 5.40 | 1.11 | 0.56 |
| Standard Deviation(%) | NA | 7.74 | 10.04 | 8.94 | 7.48 | NA | NA | … | … | 9.09 | 9.25 | 13.14 | 5.20 | 8.55 | 4.66 | 5.62 | 5.77 | 5.44 | 6.73 | 4.52 | 8.00 | 11.17 | 11.33 | 6.10 | 12.18 | 9.67 | 7.48 | 9.23 | 5.35 | 4.24 | 3.80 |
| Draw Down(%) | NA | 5.92 | 19.73 | 19.73 | 19.73 | NA | NA | … | … | 5.88 | 6.23 | 19.73 | 2.41 | 9.87 | 1.75 | 6.13 | 8.63 | 6.37 | 7.15 | 4.53 | 7.28 | 8.09 | 5.51 | 6.77 | 11.32 | 14.14 | 6.50 | 12.53 | 3.54 | 3.89 | 2.46 |
| Yield(%) | NA | 5.83 | 4.90 | 5.66 | 5.03 | NA | NA | … | … | 0.93 | 5.29 | 4.63 | 4.12 | 7.63 | 6.18 | 4.01 | 3.54 | 4.17 | 6.68 | 4.31 | 2.41 | 4.06 | 4.78 | 3.51 | 3.82 | 4.76 | 4.53 | 3.86 | 5.82 | 4.53 | 6.11 |
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 Select Class A Plan Tactical Asset Allocation Moderate |
0.23%
Feb 2014 – Feb 2017 |
2.59%
Apr 2015 – Apr 2020 |
4.58%
Oct 2010 – Oct 2020 |
7.99%
Feb 2007 – Feb 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Advisor Funds Select Class A Plan Tactical Asset Allocation Moderate |
21.20%
Jan 2003 – Jan 2006 |
19.76%
Oct 2002 – Oct 2007 |
14.59%
Jan 2003 – Jan 2013 |
11.65%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart