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 R Values Tactical Asset Allocation Moderate | NA | 17.18% | 4.71% | 9.33% | 5.81% | 8.44% | 9.97% | … | … |
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 R Values 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 (%) | -1.16 | 17.18 | 4.71 | 9.33 | 5.81 | 8.44 | 9.97 | … | … | 0.41 | 7.18 | 5.29 | -2.72 | 15.62 | 17.51 | 19.40 | -10.08 | 12.06 | 2.72 | -7.83 | 6.06 | 16.49 | 24.65 | 2.36 | 16.53 | 33.84 | -0.58 | 11.33 | 21.17 | 9.17 | 17.11 | 34.70 | 0.34 | 1.41 |
| Sharpe Ratio | NA | 0.22 | -0.03 | 0.47 | 0.45 | NA | NA | … | … | 0.03 | 0.06 | 0.13 | -0.36 | 1.49 | 0.91 | 2.96 | -1.31 | 2.31 | 0.28 | -0.64 | 0.74 | 1.97 | 3.14 | 0.17 | 1.33 | 3.02 | -0.23 | 0.87 | 2.09 | 0.95 | 1.82 | 5.57 | -0.15 | -0.17 |
| Standard Deviation(%) | NA | 10.24 | 9.90 | 12.37 | 10.36 | NA | NA | … | … | 10.50 | 10.35 | 7.74 | 11.26 | 10.47 | 18.98 | 6.07 | 8.72 | 4.94 | 9.10 | 12.37 | 8.12 | 8.34 | 7.84 | 13.83 | 12.34 | 11.19 | 6.64 | 9.56 | 8.57 | 7.33 | 8.88 | 6.11 | 4.98 | 5.39 |
| Draw Down(%) | NA | 6.69 | 14.18 | 26.38 | 26.38 | NA | NA | … | … | 0.94 | 6.69 | 7.07 | 13.08 | 5.16 | 26.38 | 3.18 | 15.57 | 3.00 | 7.98 | 13.63 | 6.04 | 9.65 | 5.02 | 12.64 | 7.79 | 4.83 | 5.55 | 7.50 | 6.49 | 5.05 | 10.33 | 3.63 | 5.85 | 5.90 |
| Yield(%) | NA | 3.43 | 7.33 | 6.58 | 5.68 | NA | NA | … | … | NA | 2.04 | 2.56 | 9.59 | 11.25 | 3.62 | 7.74 | 4.61 | 3.96 | 2.91 | 4.25 | 7.80 | 3.90 | 9.54 | 5.24 | 8.96 | 13.77 | 5.07 | 5.04 | 8.47 | 7.30 | 7.56 | 6.64 | 6.40 | 7.77 |
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 R Values Tactical Asset Allocation Moderate |
-0.30%
Apr 2022 – Apr 2025 |
0.24%
Dec 2013 – Dec 2018 |
4.94%
Oct 2013 – Oct 2023 |
6.82%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Core Mutual Funds R Values Tactical Asset Allocation Moderate |
22.18%
Mar 2003 – Mar 2006 |
19.26%
Jan 2003 – Jan 2008 |
17.00%
Apr 2003 – Apr 2013 |
13.01%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart