Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Tax-Exempt Fund Muni California Plan Fidelity Strategic Asset Allocation – Optimal Moderate | NA | 8.05% | -0.31% | 0.50% | 1.41% | 2.50% | 2.64% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Tax-Exempt Fund Muni California Plan Fidelity 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 (%) | 0.33 | 8.05 | -0.31 | 0.50 | 1.41 | 2.50 | 2.64 | … | … | -0.10 | 1.16 | 3.94 | -6.83 | 0.74 | 2.97 | 6.55 | -0.09 | 2.37 | 0.22 | 2.52 | 6.95 | -1.25 | 5.55 | 7.96 | 4.42 | 9.09 | -2.41 | 2.91 | 4.19 | 2.57 | 2.54 | 3.30 | 8.12 | 3.81 |
| Sharpe Ratio | NA | -2.05 | -1.50 | -0.55 | -0.11 | NA | NA | … | … | -0.06 | -2.04 | -0.10 | -2.36 | 0.49 | 0.37 | 2.84 | -0.92 | 0.89 | 0.00 | 1.44 | 4.41 | -0.46 | 2.78 | 3.69 | 1.82 | 2.84 | -0.68 | -0.04 | 0.44 | 0.17 | 0.51 | 0.76 | 2.30 | 0.52 |
| Standard Deviation(%) | NA | 2.68 | 3.10 | 4.13 | 3.22 | NA | NA | … | … | 2.88 | 2.66 | 3.06 | 3.48 | 1.46 | 7.38 | 1.81 | 1.52 | 1.97 | 2.41 | 1.73 | 1.57 | 2.78 | 1.98 | 2.15 | 2.38 | 3.16 | 4.91 | 2.17 | 2.10 | 2.35 | 3.12 | 3.46 | 3.05 | 2.87 |
| Draw Down(%) | NA | 2.18 | 9.98 | 11.39 | 11.39 | NA | NA | … | … | 0.40 | 2.18 | 4.91 | 10.43 | 1.92 | 11.39 | 1.68 | 2.51 | 1.83 | 5.17 | 2.19 | 1.24 | 5.50 | 1.77 | 2.01 | 3.32 | 2.99 | 9.00 | 1.71 | 1.23 | 2.15 | 4.76 | 5.85 | 4.35 | 2.96 |
| Yield(%) | NA | 2.80 | 2.31 | 2.33 | 2.27 | NA | NA | … | … | NA | 1.19 | 2.25 | 2.00 | 2.03 | 2.15 | 2.77 | 1.61 | 0.63 | 2.88 | 2.59 | 3.46 | 2.61 | 2.76 | 3.43 | 3.48 | 3.55 | 3.72 | 4.04 | 3.91 | 4.09 | 4.68 | 5.87 | 5.57 | 4.95 |
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 |
|---|---|---|---|---|
| Tax-Exempt Fund Muni California Plan Fidelity Strategic Asset Allocation – Optimal Moderate |
-2.31%
Oct 2020 – Oct 2023 |
-0.16%
Oct 2017 – Oct 2022 |
1.01%
Oct 2012 – Oct 2022 |
2.04%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Tax-Exempt Fund Muni California Plan Fidelity Strategic Asset Allocation – Optimal Moderate |
7.14%
Dec 2008 – Dec 2011 |
5.50%
Feb 2008 – Feb 2013 |
4.32%
Mar 2002 – Mar 2012 |
4.14%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart