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 Strategic Asset Allocation – Optimal Moderate | NA | 5.82% | 4.45% | 9.27% | 5.87% | 7.19% | 6.90% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Core Mutual Funds Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/18/2025 |
| 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 (%) | -1.33 | 5.82 | 4.45 | 9.27 | 5.87 | 7.19 | 6.90 | … | … | 4.46 | 9.00 | 15.82 | -14.48 | 10.08 | 8.51 | 18.18 | -7.30 | 12.02 | 7.14 | 5.44 | 5.20 | 12.26 | 17.44 | 0.65 | 17.61 | 29.71 | -26.58 | 6.74 | 13.60 | 9.72 | 14.60 | 27.27 | -4.79 | -2.21 |
| Sharpe Ratio | NA | 0.43 | 0.70 | 0.57 | 0.50 | NA | NA | … | … | 0.27 | 0.75 | 1.51 | -1.27 | 1.32 | 0.50 | 2.97 | -1.12 | 2.83 | 0.88 | 0.56 | 0.80 | 1.72 | 2.34 | 0.04 | 1.44 | 1.63 | -1.22 | 0.37 | 1.39 | 1.18 | 1.71 | 3.45 | -0.55 | -0.47 |
| Standard Deviation(%) | NA | 9.45 | 9.17 | 9.25 | 9.52 | NA | NA | … | … | 11.31 | 7.16 | 8.07 | 12.47 | 7.62 | 16.53 | 5.63 | 7.76 | 4.01 | 7.91 | 9.74 | 6.49 | 7.09 | 7.42 | 14.18 | 12.17 | 18.21 | 22.54 | 9.74 | 7.31 | 6.30 | 7.98 | 7.69 | 10.89 | 9.93 |
| Draw Down(%) | NA | 9.84 | 12.06 | 20.47 | 25.44 | NA | NA | … | … | 9.73 | 4.20 | 8.32 | 20.26 | 3.94 | 25.44 | 2.83 | 12.98 | 1.81 | 6.70 | 7.12 | 5.30 | 8.36 | 5.66 | 13.78 | 9.25 | 18.74 | 35.95 | 7.26 | 6.99 | 4.24 | 8.08 | 7.19 | 14.57 | 14.67 |
| Yield(%) | NA | 4.46 | 4.58 | 4.21 | 3.93 | NA | NA | … | … | NA | 0.86 | 4.60 | 5.03 | 3.17 | 3.17 | 4.52 | 2.66 | 0.86 | 2.44 | 4.65 | 8.24 | 4.54 | 9.12 | 5.87 | 10.88 | 8.84 | 4.39 | 5.15 | 5.99 | 5.14 | 4.58 | 4.71 | 4.15 | 4.61 |
Data as of 03/31/2025, 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 Strategic Asset Allocation – Optimal Moderate |
-8.63%
Feb 2006 – Feb 2009 |
-1.06%
Feb 2004 – Feb 2009 |
4.63%
Oct 2013 – Oct 2023 |
4.91%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Core Mutual Funds Strategic Asset Allocation – Optimal Moderate |
23.13%
Feb 2009 – Feb 2012 |
18.54%
Feb 2009 – Feb 2014 |
11.73%
Feb 2009 – Feb 2019 |
9.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart