Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Fund Picks Fidelity Funds Only Tactical Asset Allocation Moderate | NA | 25.37% | 3.93% | 7.90% | 6.39% | 7.99% | 9.82% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Fund Picks Fidelity Funds Only Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.01 | 25.37 | 3.93 | 7.90 | 6.39 | 7.99 | 9.82 | … | … | 0.97 | 11.02 | 13.41 | -14.48 | 9.68 | 17.68 | 14.29 | -6.73 | 14.02 | 5.76 | -0.78 | 2.49 | 14.54 | 14.06 | 2.36 | 19.96 | 15.28 | 6.62 | 20.94 | 13.99 | 19.05 | 13.92 | 27.57 | 1.78 | 5.15 |
| Sharpe Ratio | NA | 0.59 | -0.06 | 0.35 | 0.41 | NA | NA | … | … | 0.08 | 0.43 | 1.07 | -1.42 | 0.97 | 0.86 | 2.26 | -0.94 | 2.38 | 0.78 | -0.11 | 0.35 | 1.79 | 2.35 | 0.22 | 1.93 | 1.33 | 0.71 | 1.51 | 1.14 | 2.43 | 1.53 | 4.39 | 0.13 | 0.57 |
| Standard Deviation(%) | NA | 10.27 | 10.10 | 12.82 | 10.33 | NA | NA | … | … | 11.16 | 10.31 | 8.56 | 11.15 | 9.97 | 20.37 | 5.70 | 8.56 | 5.63 | 7.16 | 7.51 | 7.11 | 8.12 | 5.97 | 10.44 | 10.31 | 11.45 | 8.03 | 11.86 | 9.38 | 6.95 | 8.46 | 6.12 | 5.36 | 4.99 |
| Draw Down(%) | NA | 6.63 | 18.04 | 24.12 | 24.12 | NA | NA | … | … | 0.88 | 6.63 | 6.59 | 19.58 | 7.02 | 24.12 | 3.36 | 13.40 | 2.97 | 6.38 | 6.44 | 5.93 | 8.82 | 4.29 | 10.10 | 7.46 | 8.39 | 5.50 | 11.03 | 12.57 | 6.30 | 11.18 | 2.85 | 4.84 | 3.93 |
| Yield(%) | NA | 2.97 | 3.37 | 3.71 | 3.62 | NA | NA | … | … | NA | 1.12 | 2.68 | 1.79 | 5.68 | 2.55 | 6.70 | 5.75 | 3.40 | 2.80 | 2.85 | 3.28 | 8.25 | 5.01 | 4.46 | 5.98 | 5.72 | 4.52 | 7.70 | 5.37 | 5.93 | 3.48 | 3.94 | 4.47 | 5.13 |
Data as of 10/31/2024, 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 Fund Picks Fidelity Funds Only Tactical Asset Allocation Moderate |
2.04%
Mar 2017 – Mar 2020 |
2.08%
Mar 2015 – Mar 2020 |
4.54%
Oct 2013 – Oct 2023 |
6.74%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Fund Picks Fidelity Funds Only Tactical Asset Allocation Moderate |
22.92%
Apr 2003 – Apr 2006 |
19.91%
Mar 2003 – Mar 2008 |
15.94%
Apr 2003 – Apr 2013 |
12.64%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart