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 Strategic Asset Allocation – Optimal Moderate | NA | 23.44% | 2.67% | 4.38% | 5.39% | 7.38% | 6.91% | … | … |
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 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 (%) | -0.87 | 23.44 | 2.67 | 4.38 | 5.39 | 7.38 | 6.91 | … | … | 0.12 | 8.08 | 13.23 | -14.09 | 4.40 | 7.00 | 18.08 | -7.51 | 11.17 | 6.73 | 9.67 | 4.39 | 12.16 | 16.56 | 0.84 | 17.50 | 30.68 | -26.77 | 7.64 | 14.12 | 9.69 | 14.45 | 27.54 | -4.67 | -2.10 |
| Sharpe Ratio | NA | 0.34 | -0.20 | 0.07 | 0.37 | NA | NA | … | … | 0.01 | 0.21 | 1.10 | -1.24 | 0.55 | 0.42 | 2.92 | -1.14 | 2.60 | 0.81 | 0.64 | 0.67 | 1.71 | 2.23 | 0.06 | 1.44 | 1.68 | -1.22 | 0.49 | 1.47 | 1.19 | 1.69 | 3.47 | -0.53 | -0.44 |
| Standard Deviation(%) | NA | 6.93 | 9.53 | 10.88 | 9.95 | NA | NA | … | … | 5.19 | 6.99 | 8.15 | 12.52 | 7.94 | 16.00 | 5.71 | 7.73 | 4.05 | 8.09 | 15.02 | 6.50 | 7.08 | 7.40 | 14.11 | 12.12 | 18.19 | 22.68 | 9.57 | 7.39 | 6.30 | 7.98 | 7.74 | 10.82 | 10.06 |
| Draw Down(%) | NA | 4.61 | 19.43 | 26.20 | 26.20 | NA | NA | … | … | 0.46 | 4.52 | 7.87 | 19.84 | 4.86 | 26.20 | 3.02 | 13.16 | 2.04 | 7.39 | 9.55 | 5.78 | 8.41 | 5.63 | 13.77 | 9.25 | 18.53 | 36.16 | 6.97 | 7.11 | 4.24 | 8.10 | 7.11 | 14.60 | 14.75 |
| Yield(%) | NA | 5.98 | 5.19 | 5.08 | 4.34 | NA | NA | … | … | NA | 1.69 | 4.99 | 6.84 | 1.49 | 3.87 | 6.41 | 2.35 | 0.61 | 2.44 | 5.11 | 8.03 | 4.57 | 8.81 | 5.94 | 11.02 | 9.23 | 4.11 | 5.13 | 5.89 | 5.09 | 4.56 | 4.57 | 4.21 | 4.63 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.34%
Feb 2006 – Feb 2009 |
-0.81%
Feb 2004 – Feb 2009 |
3.90%
Oct 2013 – Oct 2023 |
4.58%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Core Mutual Funds R Values Strategic Asset Allocation – Optimal Moderate |
23.20%
Feb 2009 – Feb 2012 |
18.46%
Feb 2009 – Feb 2014 |
11.94%
Feb 2009 – Feb 2019 |
9.95%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart