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 Select Class A Plan Tactical Asset Allocation Most Aggressive NA 8.10% 14.04% 10.03% 8.27% 9.32% 12.20%
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 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 (%) 0.54 8.10 14.04 10.03 8.27 9.32 12.20 -4.37 18.48 27.72 3.84 -4.84 13.92 7.73 -7.42 -1.76 21.25 18.59 -6.56 22.28 34.78 -11.40 25.68 22.12 24.74 16.99 37.56 3.93 2.88
Sharpe Ratio NA 0.23 0.91 0.66 0.71 NA NA -0.31 1.25 1.88 0.33 -0.52 1.60 1.04 -0.83 -0.20 2.04 2.35 -0.51 1.25 2.04 -1.27 1.12 1.18 2.02 1.14 4.74 0.47 0.13
Standard Deviation(%) NA 12.94 13.47 12.22 10.60 NA NA 14.51 14.75 14.65 7.35 11.91 8.29 7.23 8.95 8.93 10.38 7.87 12.86 17.76 17.02 9.71 20.21 15.98 11.19 14.06 7.78 5.99 4.26
Draw Down(%) NA 8.08 10.22 15.16 15.16 NA NA 8.08 8.54 10.22 5.66 15.16 6.70 7.84 11.92 9.73 8.92 7.79 13.99 11.50 8.52 13.57 17.78 22.64 9.07 16.94 3.38 7.66 3.36
Yield(%) NA 7.67 5.06 4.17 4.76 NA NA 1.15 7.11 6.25 1.59 5.30 0.19 4.82 3.80 5.05 9.63 4.84 1.61 2.94 4.07 3.18 3.21 4.40 3.76 2.81 5.59 4.63 6.22
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 Most Aggressive -0.73%
Feb 2014 – Feb 2017
0.74%
Feb 2015 – Feb 2020
5.03%
Apr 2010 – Apr 2020
9.29%
Feb 2005 – Feb 2020
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 Most Aggressive 32.24%
Oct 2004 – Oct 2007
28.13%
Oct 2002 – Oct 2007
17.55%
Jan 2003 – Jan 2013
14.29%
Sep 2002 – Sep 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return