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 Strategic Asset Allocation – Optimal Moderate | NA | 21.03% | 0.31% | 5.04% | 4.99% | 6.30% | 6.27% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -0.87 | 21.03 | 0.31 | 5.04 | 4.99 | 6.30 | 6.27 | … | … | 0.29 | 8.25 | 10.41 | -16.17 | 4.46 | 15.62 | 19.81 | -7.60 | 14.88 | 3.74 | -0.26 | 3.76 | 12.02 | 11.96 | -4.27 | 16.97 | 25.84 | -26.37 | 10.88 | 13.01 | 13.40 | 16.62 | 27.64 | -2.24 | 2.29 |
| Sharpe Ratio | NA | 0.34 | -0.32 | 0.12 | 0.32 | NA | NA | … | … | 0.03 | 0.20 | 0.78 | -1.25 | 0.54 | 0.83 | 2.83 | -0.95 | 3.07 | 0.46 | -0.04 | 0.68 | 1.84 | 1.70 | -0.32 | 1.53 | 1.38 | -1.17 | 0.77 | 1.27 | 1.89 | 1.95 | 3.65 | -0.40 | 0.00 |
| Standard Deviation(%) | NA | 8.34 | 10.52 | 12.18 | 10.05 | NA | NA | … | … | 8.61 | 8.35 | 7.93 | 14.08 | 8.27 | 18.45 | 6.51 | 9.40 | 4.64 | 7.71 | 7.55 | 5.54 | 6.51 | 7.01 | 13.32 | 11.02 | 18.60 | 23.30 | 10.30 | 7.70 | 5.95 | 8.06 | 7.38 | 8.40 | 8.35 |
| Draw Down(%) | NA | 5.60 | 21.83 | 24.49 | 24.49 | NA | NA | … | … | 0.84 | 5.60 | 7.13 | 22.61 | 5.60 | 23.42 | 3.02 | 14.59 | 1.78 | 6.88 | 7.67 | 5.42 | 7.09 | 6.30 | 15.63 | 9.32 | 17.14 | 36.50 | 8.65 | 10.17 | 5.33 | 9.73 | 6.11 | 13.61 | 11.84 |
| Yield(%) | NA | 3.23 | 3.12 | 3.17 | 2.89 | NA | NA | … | … | NA | 0.53 | 3.04 | 2.56 | 3.51 | 3.75 | 2.56 | 3.16 | 0.37 | 2.42 | 2.25 | 4.81 | 2.19 | 3.34 | 3.00 | 4.12 | 3.09 | 2.25 | 9.21 | 6.25 | 5.01 | 4.06 | 3.35 | 3.02 | 3.16 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.83%
Feb 2006 – Feb 2009 |
0.71%
Feb 2004 – Feb 2009 |
3.56%
Oct 2013 – Oct 2023 |
3.42%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Fund Picks Fidelity Funds Only Strategic Asset Allocation – Optimal Moderate |
22.15%
Mar 2003 – Mar 2006 |
17.52%
Oct 2002 – Oct 2007 |
10.10%
Mar 2003 – Mar 2013 |
8.88%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart