Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Core Mutual Funds Tactical Asset Allocation Moderate | NA | 21.79% | 3.34% | 6.39% | 6.90% | 7.98% | 7.63% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Core Mutual Funds 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 (%) | -1.55 | 21.79 | 3.34 | 6.39 | 6.90 | 7.98 | 7.63 | … | … | 0.40 | 7.73 | 13.16 | -14.06 | 16.66 | 7.20 | 17.37 | -4.00 | 17.28 | 5.75 | 2.41 | 6.79 | 13.53 | 15.37 | 7.69 | 8.58 | 19.86 | -1.56 | 5.32 | 6.46 | 2.95 | 1.81 | 28.92 | 6.48 | 7.67 |
| Sharpe Ratio | NA | 0.23 | -0.15 | 0.25 | 0.45 | NA | NA | … | … | 0.04 | 0.13 | 1.10 | -1.13 | 1.84 | 0.36 | 2.39 | -0.56 | 3.55 | 0.63 | 0.25 | 0.89 | 1.80 | 1.89 | 0.58 | 3.94 | 3.21 | -0.36 | 1.30 | 2.19 | 0.60 | 0.18 | 5.32 | 1.35 | 1.14 |
| Standard Deviation(%) | NA | 8.66 | 10.47 | 12.48 | 10.51 | NA | NA | … | … | 8.86 | 8.69 | 8.11 | 13.73 | 9.02 | 19.12 | 6.68 | 9.55 | 4.70 | 8.80 | 9.61 | 7.58 | 7.52 | 8.12 | 13.22 | 2.15 | 6.16 | 6.94 | 1.79 | 1.46 | 1.30 | 4.86 | 5.30 | 3.99 | 4.70 |
| Draw Down(%) | NA | 6.53 | 16.72 | 25.94 | 25.94 | NA | NA | … | … | 0.74 | 6.47 | 7.64 | 18.60 | 4.84 | 25.94 | 3.08 | 11.51 | 1.48 | 6.59 | 9.30 | 7.41 | 7.96 | 6.17 | 11.30 | 1.37 | 3.50 | 6.42 | 1.13 | 1.02 | 0.97 | 7.56 | 6.18 | 5.11 | 4.22 |
| Yield(%) | NA | 3.23 | 2.58 | 2.52 | 2.84 | NA | NA | … | … | NA | 1.52 | 3.11 | 1.70 | 2.44 | 2.16 | 3.29 | 3.13 | 3.33 | 2.81 | 3.23 | 3.71 | 3.47 | 4.47 | 2.84 | 2.87 | 6.12 | 5.59 | 4.25 | 4.17 | 3.77 | 4.00 | 7.24 | 7.16 | 8.48 |
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 Core Mutual Funds Tactical Asset Allocation Moderate |
1.52%
Sep 2019 – Sep 2022 |
2.56%
Feb 2004 – Feb 2009 |
5.74%
Oct 2013 – Oct 2023 |
6.90%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Core Mutual Funds Tactical Asset Allocation Moderate |
16.06%
Aug 2011 – Aug 2014 |
13.39%
Feb 2009 – Feb 2014 |
10.27%
Aug 2011 – Aug 2021 |
9.22%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart