Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Five Core Asset ETFs Tactical Asset Allocation Moderate | NA | 21.46% | 4.95% | 8.26% | 7.09% | 8.57% | 8.46% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Five Core Asset ETFs 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 (%) | -1.42 | 21.46 | 4.95 | 8.26 | 7.09 | 8.57 | 8.46 | … | … | 0.45 | 12.74 | 15.39 | -12.69 | 16.06 | 10.81 | 17.60 | -3.59 | 12.63 | 5.61 | -0.47 | 7.25 | 10.89 | 12.84 | 3.31 | 19.62 | 14.77 | 4.14 | 5.20 | 17.02 | 1.97 | 10.18 | 21.82 | 6.97 | 6.47 |
| Sharpe Ratio | NA | 0.83 | 0.10 | 0.43 | 0.50 | NA | NA | … | … | 0.05 | 0.73 | 1.46 | -1.06 | 1.81 | 0.52 | 2.57 | -0.52 | 2.38 | 0.65 | -0.06 | 1.10 | 1.53 | 1.82 | 0.21 | 1.60 | 1.36 | 0.28 | 0.22 | 1.82 | -0.03 | 1.23 | 2.92 | 1.54 | 0.55 |
| Standard Deviation(%) | NA | 8.34 | 10.06 | 12.58 | 10.47 | NA | NA | … | … | 8.46 | 8.37 | 7.65 | 13.23 | 8.84 | 20.18 | 6.31 | 9.52 | 5.05 | 8.30 | 9.04 | 6.59 | 7.08 | 7.03 | 15.31 | 12.23 | 10.77 | 11.41 | 9.94 | 7.56 | 7.54 | 7.53 | 7.23 | 3.81 | 7.54 |
| Draw Down(%) | NA | 5.05 | 16.22 | 21.94 | 21.94 | NA | NA | … | … | 0.68 | 5.05 | 5.80 | 17.47 | 4.74 | 21.94 | 3.11 | 10.27 | 1.96 | 5.72 | 8.91 | 5.64 | 6.94 | 5.03 | 13.21 | 7.10 | 4.81 | 12.83 | 5.48 | 4.64 | 5.62 | 8.77 | 4.45 | 3.87 | 8.79 |
| Yield(%) | NA | 2.43 | 2.03 | 1.99 | 2.14 | NA | NA | … | … | NA | 1.23 | 2.37 | 1.85 | 1.18 | 2.02 | 2.94 | 1.73 | 2.20 | 2.31 | 2.70 | 2.48 | 2.14 | 2.93 | 3.06 | 3.38 | 3.96 | 4.29 | 3.23 | 3.57 | 3.15 | 3.41 | 3.99 | 3.20 | 2.86 |
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 Five Core Asset ETFs Tactical Asset Allocation Moderate |
2.81%
Mar 2017 – Mar 2020 |
2.98%
Mar 2015 – Mar 2020 |
5.63%
Sep 2012 – Sep 2022 |
7.08%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Five Core Asset ETFs Tactical Asset Allocation Moderate |
15.78%
Mar 2009 – Mar 2012 |
13.71%
Jun 2009 – Jun 2014 |
11.19%
Apr 2003 – Apr 2013 |
9.97%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart