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 Strategic Asset Allocation – Optimal Moderate | NA | 22.22% | 1.54% | 5.73% | 5.62% | 7.44% | 6.07% | … | … |
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 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 (%) | -1.19 | 22.22 | 1.54 | 5.73 | 5.62 | 7.44 | 6.07 | … | … | -0.02 | 7.53 | 13.89 | -16.23 | 11.12 | 11.26 | 18.51 | -5.89 | 13.48 | 7.03 | -0.59 | 6.67 | 15.33 | 11.39 | 4.85 | 12.78 | 17.97 | -21.67 | 3.25 | 11.82 | 4.10 | 8.13 | 17.14 | -11.04 | -4.90 |
| Sharpe Ratio | NA | 0.21 | -0.25 | 0.18 | 0.37 | NA | NA | … | … | -0.01 | 0.12 | 1.08 | -1.22 | 1.47 | 0.55 | 2.68 | -0.80 | 2.95 | 0.76 | -0.07 | 1.08 | 2.16 | 1.62 | 0.36 | 1.18 | 0.98 | -0.93 | 0.03 | 1.34 | 0.30 | 1.11 | 1.77 | -0.85 | -0.56 |
| Standard Deviation(%) | NA | 7.87 | 10.82 | 12.74 | 10.53 | NA | NA | … | … | 6.52 | 7.91 | 8.92 | 14.44 | 7.55 | 20.05 | 6.38 | 8.97 | 4.35 | 8.95 | 8.94 | 6.15 | 7.08 | 7.00 | 13.25 | 10.77 | 18.17 | 24.32 | 9.47 | 6.37 | 6.51 | 6.49 | 9.26 | 14.23 | 12.98 |
| Draw Down(%) | NA | 4.45 | 22.12 | 22.61 | 22.61 | NA | NA | … | … | 0.57 | 4.45 | 8.83 | 22.54 | 3.73 | 21.96 | 3.14 | 11.85 | 1.78 | 5.96 | 8.79 | 4.65 | 5.59 | 4.92 | 10.20 | 8.40 | 19.30 | 32.78 | 5.59 | 4.05 | 3.94 | 4.55 | 7.56 | 19.25 | 17.63 |
| Yield(%) | NA | 3.16 | 2.54 | 2.50 | 2.33 | NA | NA | … | … | NA | 0.82 | 2.96 | 1.91 | 2.33 | 2.02 | 2.68 | 2.05 | 0.43 | 3.52 | 2.55 | 2.59 | 2.39 | 2.78 | 2.73 | 2.68 | 3.27 | 2.60 | 2.64 | 2.57 | 2.82 | 1.58 | 1.65 | 1.38 | 1.55 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.48%
Feb 2006 – Feb 2009 |
-2.91%
Feb 2004 – Feb 2009 |
3.57%
Feb 2001 – Feb 2011 |
4.36%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Five Core Asset ETFs Strategic Asset Allocation – Optimal Moderate |
19.26%
Feb 2009 – Feb 2012 |
15.99%
Feb 2009 – Feb 2014 |
10.31%
Feb 2009 – Feb 2019 |
8.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart