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 Strategic Asset Allocation – Optimal Moderate | NA | -17.20% | -0.95% | 0.52% | 6.22% | 5.28% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Advisor Funds Select Class A Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | -17.20 | -0.95 | 0.52 | 6.22 | 5.28 | NA | … | … | -17.53 | 8.51 | 6.45 | -1.45 | 4.04 | 12.62 | 12.62 | -2.94 | 14.49 | 26.67 | -29.80 | 11.62 | 13.33 | 11.50 | 13.94 | 33.02 | -9.05 | -1.52 |
| Sharpe Ratio | NA | -1.24 | -0.23 | -0.10 | 0.49 | NA | NA | … | … | -1.24 | 1.48 | 0.83 | -0.21 | 0.74 | 2.05 | 1.81 | -0.21 | 1.17 | 1.31 | -1.28 | 0.82 | 1.26 | 1.35 | 1.54 | 3.53 | -0.83 | -0.39 |
| Standard Deviation(%) | NA | 15.18 | 10.27 | 8.91 | 11.18 | NA | NA | … | … | 15.18 | 5.32 | 7.51 | 7.17 | 5.44 | 6.14 | 6.95 | 14.20 | 12.26 | 20.36 | 23.95 | 10.44 | 7.96 | 6.93 | 8.46 | 9.16 | 12.24 | 9.83 |
| Draw Down(%) | NA | 23.44 | 23.44 | 23.44 | 23.44 | NA | NA | … | … | 23.44 | 4.84 | 6.91 | 7.76 | 5.38 | 5.88 | 6.06 | 14.74 | 10.00 | 19.39 | 41.21 | 8.63 | 9.89 | 4.80 | 8.63 | 7.74 | 17.75 | 13.32 |
| Yield(%) | NA | 4.42 | 2.56 | 2.99 | 2.79 | NA | NA | … | … | 4.39 | 0.27 | 2.98 | 3.53 | 3.76 | 4.36 | 2.34 | 1.49 | 1.81 | 2.69 | 2.28 | 6.46 | 4.66 | 4.72 | 3.35 | 2.86 | 1.79 | 3.05 |
Data as of 10/31/2018, 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 Strategic Asset Allocation – Optimal Moderate |
-9.67%
Feb 2006 – Feb 2009 |
-1.31%
Feb 2004 – Feb 2009 |
2.96%
May 2008 – May 2018 |
5.16%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Advisor Funds Select Class A Plan Strategic Asset Allocation – Optimal Moderate |
22.07%
Mar 2003 – Mar 2006 |
17.59%
Oct 2002 – Oct 2007 |
9.77%
Mar 2003 – Mar 2013 |
8.44%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart