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 Strategic Asset Allocation – Optimal Moderate | NA | 21.54% | 3.99% | 4.34% | 4.12% | 5.54% | 5.05% | … | … |
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 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 (%) | -1.19 | 21.54 | 3.99 | 4.34 | 4.12 | 5.54 | 5.05 | … | … | 0.25 | 10.73 | 10.12 | -9.86 | 8.95 | 0.90 | 14.35 | -6.88 | 9.67 | 5.90 | -0.70 | 3.83 | 10.05 | 10.47 | 3.13 | 11.82 | 22.82 | -23.52 | 5.24 | 11.30 | 6.71 | 11.25 | 19.76 | -6.32 | 2.78 |
| Sharpe Ratio | NA | 0.67 | -0.05 | 0.11 | 0.14 | NA | NA | … | … | 0.03 | 0.59 | 0.75 | -0.97 | 1.00 | 0.03 | 2.28 | -0.19 | 1.97 | 0.73 | -0.09 | 0.59 | 1.45 | 1.50 | 0.21 | 0.99 | 1.06 | -1.02 | 0.25 | 1.07 | 0.62 | 1.28 | 2.01 | -0.56 | 0.03 |
| Standard Deviation(%) | NA | 6.96 | 9.01 | 12.87 | 16.70 | NA | NA | … | … | 6.96 | 6.99 | 7.85 | 11.55 | 8.91 | 22.45 | 5.67 | 42.23 | 4.59 | 7.85 | 8.23 | 6.43 | 6.93 | 6.94 | 14.45 | 11.80 | 21.39 | 24.00 | 8.92 | 7.48 | 7.29 | 8.05 | 9.48 | 13.16 | 13.48 |
| Draw Down(%) | NA | 4.12 | 16.51 | 22.95 | 22.95 | NA | NA | … | … | 0.60 | 4.12 | 6.99 | 16.74 | 4.05 | 22.95 | 2.70 | 21.03 | 1.88 | 5.01 | 8.04 | 4.45 | 7.12 | 4.72 | 12.69 | 8.68 | 19.83 | 35.39 | 5.41 | 6.29 | 5.12 | 6.53 | 7.47 | 19.87 | 16.27 |
| Yield(%) | NA | 4.39 | 3.38 | 2.77 | 2.33 | NA | NA | … | … | NA | 1.03 | 4.16 | 3.13 | 2.08 | 1.44 | 2.00 | 1.63 | 0.33 | 3.45 | 2.03 | 2.20 | 2.25 | 3.06 | 2.95 | 2.70 | 3.47 | 2.80 | 3.22 | 3.13 | 3.06 | 2.12 | 1.31 | 1.41 | 1.46 |
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 Strategic Asset Allocation – Optimal Moderate |
-9.13%
Feb 2006 – Feb 2009 |
-2.31%
Feb 2004 – Feb 2009 |
2.62%
Oct 2013 – Oct 2023 |
2.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Core Asset Buy Commission Free ETFs Strategic Asset Allocation – Optimal Moderate |
19.70%
Feb 2009 – Feb 2012 |
14.81%
Feb 2009 – Feb 2014 |
8.93%
Feb 2009 – Feb 2019 |
7.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart