Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Select Funds and Bonds Tactical Asset Allocation Moderate | NA | 18.23% | 4.53% | 6.03% | 8.68% | 10.52% | 11.27% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Select Funds and Bonds 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 (%) | -2.37 | 18.23 | 4.53 | 6.03 | 8.68 | 10.52 | 11.27 | … | … | 0.52 | 9.53 | 11.88 | -2.73 | -8.01 | 26.74 | 5.18 | 9.68 | 10.18 | 22.21 | 5.51 | 15.38 | 25.38 | 12.63 | 1.32 | 13.30 | 7.18 | 6.18 | 21.87 | 7.55 | 26.81 | 6.01 | 16.68 | 12.25 | 6.38 |
| Sharpe Ratio | NA | 0.32 | 0.25 | 0.29 | 0.55 | NA | NA | … | … | 0.04 | 0.19 | 0.56 | -0.32 | -0.51 | 1.77 | 0.47 | 0.81 | 1.19 | 1.78 | 0.51 | 1.24 | 2.53 | 1.33 | 0.08 | 0.86 | 0.51 | 0.66 | 1.59 | 0.28 | 1.54 | 0.39 | 1.38 | 2.23 | 0.98 |
| Standard Deviation(%) | NA | 15.05 | 13.86 | 14.55 | 12.49 | NA | NA | … | … | 10.27 | 15.17 | 13.55 | 13.04 | 15.82 | 15.02 | 8.06 | 10.35 | 8.06 | 12.39 | 10.75 | 12.43 | 10.01 | 9.42 | 15.72 | 15.30 | 13.87 | 7.93 | 11.88 | 15.44 | 15.97 | 12.84 | 11.57 | 5.00 | 4.14 |
| Draw Down(%) | NA | 9.41 | 16.19 | 25.25 | 25.25 | NA | NA | … | … | 0.96 | 9.41 | 10.52 | 11.58 | 17.51 | 10.11 | 7.20 | 6.16 | 4.86 | 6.61 | 8.84 | 11.43 | 6.02 | 7.27 | 15.30 | 16.06 | 8.99 | 5.50 | 6.99 | 14.44 | 10.60 | 13.08 | 5.25 | 2.91 | 2.97 |
| Yield(%) | NA | 4.05 | 3.63 | 3.63 | 4.43 | NA | NA | … | … | NA | 1.11 | 4.14 | 2.55 | 4.07 | 3.19 | 4.33 | 8.58 | 6.97 | 2.67 | 2.84 | 6.57 | 1.32 | 4.18 | 1.24 | 4.54 | 4.66 | 4.48 | 2.20 | 6.39 | 5.81 | 2.32 | 2.99 | 5.49 | 5.39 |
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 Select Funds and Bonds Tactical Asset Allocation Moderate |
0.04%
Dec 2020 – Dec 2023 |
2.50%
Feb 2018 – Feb 2023 |
6.86%
Jul 2015 – Jul 2025 |
8.65%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Select Funds and Bonds Tactical Asset Allocation Moderate |
21.95%
Oct 2004 – Oct 2007 |
16.96%
Apr 2005 – Apr 2010 |
14.21%
Aug 2004 – Aug 2014 |
13.53%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart