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 Strategic Asset Allocation – Optimal Moderate | NA | 5.88% | -1.41% | -1.72% | 0.15% | 1.21% | 2.18% | … | … |
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 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 (%) | 0.04 | 5.88 | -1.41 | -1.72 | 0.15 | 1.21 | 2.18 | … | … | -0.67 | 1.47 | 5.23 | -11.23 | -0.17 | -4.15 | 7.56 | -3.96 | 2.48 | 1.73 | 1.99 | 3.24 | -1.92 | 4.93 | 2.57 | 6.98 | 5.23 | 7.70 | 5.35 | 4.27 | 2.70 | 8.56 | 7.09 | 6.86 | 6.24 |
| Sharpe Ratio | NA | -1.24 | -0.96 | -0.80 | -0.39 | NA | NA | … | … | -0.18 | -1.25 | 0.17 | -1.72 | -0.08 | -0.59 | 1.70 | -1.96 | 0.71 | 0.61 | 0.58 | 1.62 | -0.68 | 2.54 | 0.64 | 1.33 | 1.70 | 1.69 | 0.80 | 0.25 | 0.18 | 1.85 | 1.52 | 2.48 | 1.13 |
| Standard Deviation(%) | NA | 4.05 | 5.90 | 5.74 | 4.58 | NA | NA | … | … | 3.99 | 4.08 | 5.84 | 7.32 | 2.42 | 7.38 | 3.63 | 2.69 | 2.59 | 2.51 | 3.38 | 1.99 | 2.87 | 1.92 | 3.98 | 5.19 | 3.01 | 4.01 | 2.95 | 4.04 | 3.00 | 4.12 | 4.22 | 2.32 | 3.49 |
| Draw Down(%) | NA | 3.54 | 13.67 | 22.51 | 22.51 | NA | NA | … | … | 0.86 | 2.89 | 4.33 | 14.61 | 1.89 | 15.21 | 2.60 | 4.85 | 1.41 | 3.33 | 2.37 | 0.89 | 5.62 | 0.91 | 5.15 | 3.74 | 1.50 | 2.31 | 2.49 | 2.69 | 2.70 | 6.23 | 5.50 | 0.91 | 1.64 |
| Yield(%) | NA | 2.27 | 2.11 | 1.96 | 1.97 | NA | NA | … | … | NA | 0.62 | 2.56 | 1.78 | 1.59 | 1.35 | 2.65 | 1.27 | 0.66 | 2.93 | 2.45 | 2.53 | 2.61 | 4.26 | 4.05 | 5.05 | 3.86 | 2.97 | 5.88 | 4.36 | 5.93 | 5.84 | 3.84 | 2.95 | 5.64 |
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 Strategic Asset Allocation – Optimal Moderate |
-6.30%
Feb 2020 – Feb 2023 |
-3.00%
Oct 2017 – Oct 2022 |
-0.66%
Oct 2012 – Oct 2022 |
0.84%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Select Funds and Bonds Strategic Asset Allocation – Optimal Moderate |
8.01%
Aug 2007 – Aug 2010 |
7.13%
May 2006 – May 2011 |
6.35%
May 2001 – May 2011 |
4.79%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart