Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Core Asset Buy Commission Free ETFs Tactical Asset Allocation Moderate | NA | 16.18% | 3.34% | 6.23% | 4.48% | 6.35% | 7.08% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Core Asset Buy Commission Free ETFs 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 (%) | -1.52 | 16.18 | 3.34 | 6.23 | 4.48 | 6.35 | 7.08 | … | … | 0.94 | 4.81 | 12.54 | -11.01 | 18.00 | 6.57 | 12.30 | -6.08 | 5.61 | 7.94 | -5.57 | 1.20 | 11.07 | 14.40 | 4.57 | 19.53 | 14.00 | 10.21 | 3.07 | 14.90 | 1.95 | 12.30 | 19.31 | -8.51 | 7.00 |
| Sharpe Ratio | NA | 0.01 | -0.10 | 0.28 | 0.24 | NA | NA | … | … | 0.08 | -0.18 | 1.00 | -1.00 | 1.68 | 0.39 | 1.83 | -0.75 | 0.80 | 0.79 | -0.61 | 0.15 | 0.24 | 2.02 | 0.31 | 1.49 | 1.05 | 2.47 | 0.01 | 1.34 | -0.02 | 1.22 | 2.98 | -0.68 | 0.46 |
| Standard Deviation(%) | NA | 9.83 | 10.27 | 11.85 | 10.26 | NA | NA | … | … | 11.35 | 9.86 | 8.28 | 12.37 | 10.72 | 16.34 | 5.95 | 9.83 | 6.19 | 9.74 | 9.24 | 7.98 | 46.57 | 7.10 | 14.49 | 13.05 | 13.19 | 3.76 | 10.56 | 8.66 | 8.99 | 9.34 | 6.24 | 14.18 | 10.22 |
| Draw Down(%) | NA | 8.01 | 15.78 | 22.56 | 22.56 | NA | NA | … | … | 0.97 | 8.01 | 8.13 | 17.52 | 4.80 | 22.56 | 2.58 | 13.37 | 4.33 | 5.69 | 12.07 | 7.53 | 19.23 | 3.96 | 12.14 | 8.35 | 5.97 | 2.23 | 7.87 | 5.90 | 6.42 | 11.07 | 2.13 | 26.62 | 7.64 |
| Yield(%) | NA | 2.92 | 3.27 | 2.81 | 2.46 | NA | NA | … | … | NA | 1.47 | 2.85 | 3.91 | 2.84 | 1.62 | 2.72 | 1.67 | 2.20 | 2.12 | 2.07 | 2.66 | 1.68 | 3.46 | 3.65 | 2.89 | 3.24 | 3.40 | 3.19 | 3.47 | 3.37 | 2.99 | 2.88 | 1.71 | 1.14 |
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 Asset Buy Commission Free ETFs Tactical Asset Allocation Moderate |
-0.12%
Mar 2017 – Mar 2020 |
-0.32%
Mar 2015 – Mar 2020 |
3.19%
Oct 2013 – Oct 2023 |
5.22%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Core Asset Buy Commission Free ETFs Tactical Asset Allocation Moderate |
16.64%
May 2008 – May 2011 |
13.31%
May 2006 – May 2011 |
11.84%
Apr 2003 – Apr 2013 |
9.01%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart