Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Core Strategic Asset Allocation – Optimal Moderate | 4.83% | 19.60% | 13.57% | 6.60% | 8.11% | 7.10% | 7.82% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Core Strategic Asset Allocation – Optimal 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 (%) | 0.44 | 19.60 | 13.57 | 6.60 | 8.11 | 7.10 | 7.82 | … | … | 4.83 | 17.07 | 7.71 | 14.44 | -15.80 | 10.37 | 6.51 | 18.05 | -4.83 | 17.08 | 7.15 | -1.78 | 7.14 | 11.52 | 12.28 | 3.91 | 13.85 | 19.62 | -1.28 | 8.24 | 7.30 | 3.97 | 7.60 | 16.80 | 11.09 | 8.48 |
| Sharpe Ratio | NA | 2.19 | 1.07 | 0.35 | 0.57 | NA | NA | … | … | 0.39 | 1.49 | 0.53 | 1.25 | -1.19 | 1.31 | 0.32 | 2.73 | -0.73 | 4.16 | 0.81 | -0.21 | 1.10 | 1.61 | 7.29 | 1.29 | 2.77 | 3.77 | -0.32 | 1.21 | 1.16 | 0.55 | 0.94 | 3.40 | 3.53 | 1.54 |
| Standard Deviation(%) | NA | 8.07 | 8.81 | 10.07 | 10.41 | NA | NA | … | … | 10.67 | 9.51 | 7.65 | 8.64 | 14.44 | 7.90 | 19.67 | 6.08 | 8.51 | 3.95 | 8.54 | 8.77 | 6.51 | 7.13 | 1.68 | 2.99 | 4.97 | 5.18 | 7.05 | 4.20 | 3.36 | 3.13 | 7.07 | 4.73 | 2.81 | 3.94 |
| Draw Down(%) | NA | 7.10 | 9.77 | 22.68 | 26.54 | NA | NA | … | … | 7.10 | 9.28 | 4.28 | 8.83 | 22.56 | 3.91 | 26.54 | 3.22 | 10.78 | 1.20 | 6.14 | 9.34 | 5.37 | 7.80 | 0.45 | 3.06 | 4.43 | 3.26 | 6.66 | 3.05 | 2.91 | 2.81 | 7.56 | 6.18 | 1.05 | 2.23 |
| Yield(%) | NA | 3.85 | 3.24 | 3.16 | 3.25 | NA | NA | … | … | NA | NA | 0.90 | 3.72 | 2.91 | 2.40 | 2.84 | 3.14 | 3.39 | 3.66 | 3.15 | 3.19 | 4.07 | 3.63 | 7.56 | 6.02 | 6.19 | 7.18 | 5.46 | 6.14 | 6.07 | 3.85 | 6.75 | 7.05 | 7.56 | 6.31 |
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 Strategic Asset Allocation – Optimal Moderate |
-1.10%
Sep 2019 – Sep 2022 |
1.40%
Sep 2017 – Sep 2022 |
4.27%
Oct 2013 – Oct 2023 |
6.05%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Core Strategic Asset Allocation – Optimal Moderate |
14.72%
Sep 2022 – Sep 2025 |
12.47%
Feb 2009 – Feb 2014 |
9.88%
May 2001 – May 2011 |
8.90%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart