Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Core Tactical Asset Allocation Moderate | 8.01% | 23.78% | 12.53% | 7.41% | 8.19% | 7.31% | 8.22% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Core Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.69 | 23.78 | 12.53 | 7.41 | 8.19 | 7.31 | 8.22 | … | … | 8.01 | 15.00 | 4.23 | 13.10 | -14.78 | 19.47 | 14.74 | 8.97 | -3.60 | 19.36 | 1.70 | -3.32 | 6.99 | 11.29 | 15.67 | 2.06 | 17.06 | 22.25 | -1.67 | 9.61 | 7.85 | 4.20 | 8.63 | 28.44 | 8.25 | 7.34 |
| Sharpe Ratio | NA | 2.20 | 0.79 | 0.39 | 0.74 | NA | NA | … | … | 0.43 | 1.18 | 0.07 | 1.14 | -1.41 | 2.22 | 1.62 | 1.50 | -0.63 | 3.93 | 0.25 | -0.49 | 1.07 | 1.50 | 2.56 | 0.20 | 4.15 | 3.59 | -0.37 | 1.76 | 2.19 | 0.70 | 1.17 | 5.42 | 1.72 | 1.11 |
| Standard Deviation(%) | NA | 9.85 | 9.73 | 9.91 | 8.61 | NA | NA | … | … | 13.71 | 10.23 | 8.67 | 8.27 | 11.47 | 8.75 | 8.92 | 5.01 | 7.86 | 4.76 | 6.00 | 6.77 | 6.49 | 7.49 | 6.09 | 10.15 | 4.09 | 6.17 | 7.13 | 3.68 | 2.02 | 2.76 | 6.56 | 5.12 | 4.12 | 4.44 |
| Draw Down(%) | NA | 8.61 | 11.85 | 15.98 | 15.98 | NA | NA | … | … | 8.61 | 11.16 | 5.08 | 8.07 | 15.98 | 4.47 | 11.12 | 3.08 | 10.27 | 1.79 | 6.09 | 9.29 | 5.22 | 8.14 | 4.75 | 11.54 | 3.33 | 2.18 | 7.29 | 3.09 | 0.94 | 2.58 | 5.59 | 5.75 | 5.11 | 4.14 |
| Yield(%) | NA | 3.56 | 2.71 | 2.90 | 3.02 | NA | NA | … | … | NA | NA | 0.86 | 3.40 | 2.21 | 2.90 | 1.94 | 3.76 | 2.23 | 3.59 | 3.53 | 2.63 | 3.87 | 3.41 | 5.68 | 5.49 | 5.97 | 10.48 | 4.96 | 5.23 | 5.30 | 4.97 | 6.27 | 7.26 | 8.41 | 8.53 |
Data as of 02/27/2026, 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 Tactical Asset Allocation Moderate |
0.15%
Dec 2021 – Dec 2024 |
2.85%
Mar 2015 – Mar 2020 |
4.93%
Mar 2015 – Mar 2025 |
6.45%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Core Tactical Asset Allocation Moderate |
15.51%
Jul 2002 – Jul 2005 |
13.56%
Feb 2009 – Feb 2014 |
11.50%
Apr 2001 – Apr 2011 |
9.85%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart