Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Investment Life Insurance Co FIDELITY INCOME PLUS Strategic Asset Allocation – Optimal Moderate | NA | 9.82% | 14.26% | 8.13% | 9.12% | 8.62% | 7.51% | … | … |
Data as of 10/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Investment Life Insurance Co FIDELITY INCOME PLUS Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2025 |
| 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 (%) | 0.09 | 9.82 | 14.26 | 8.13 | 9.12 | 8.62 | 7.51 | … | … | 9.90 | 13.89 | 15.30 | -15.90 | 8.85 | 26.53 | 22.27 | -0.40 | 14.10 | 4.35 | 1.17 | 2.13 | 16.98 | 13.31 | 0.44 | 16.21 | 26.22 | -32.18 | 11.08 | 10.80 | 6.33 | 8.68 | 20.13 | -8.71 | -4.37 |
| Sharpe Ratio | NA | 0.70 | 1.06 | 0.34 | 0.72 | NA | NA | … | … | 0.66 | 1.19 | 1.40 | -1.23 | 0.95 | 1.40 | 2.83 | -0.17 | 3.28 | 0.48 | 0.13 | 0.30 | 2.62 | 1.69 | 0.03 | 1.39 | 1.56 | -1.44 | 0.82 | 1.08 | 0.67 | 1.05 | 2.15 | -0.79 | -0.65 |
| Standard Deviation(%) | NA | 10.55 | 9.29 | 10.38 | 10.69 | NA | NA | … | … | 10.57 | 8.66 | 8.31 | 14.03 | 9.25 | 18.76 | 7.34 | 10.26 | 4.10 | 8.66 | 8.74 | 7.07 | 6.47 | 7.82 | 15.01 | 11.58 | 16.77 | 22.99 | 9.65 | 6.86 | 6.11 | 7.36 | 9.01 | 12.49 | 10.47 |
| Draw Down(%) | NA | 12.95 | 12.95 | 24.67 | 24.67 | NA | NA | … | … | 12.95 | 4.77 | 7.67 | 22.90 | 6.36 | 21.96 | 3.15 | 11.31 | 1.36 | 9.17 | 8.38 | 4.88 | 5.31 | 6.76 | 13.07 | 8.93 | 16.54 | 40.17 | 7.04 | 6.72 | 4.58 | 6.31 | 7.85 | 17.45 | 16.25 |
| Yield(%) | NA | 2.75 | 2.23 | 3.57 | 3.67 | NA | NA | … | … | NA | 0.54 | 2.70 | 2.13 | 1.78 | 6.83 | 4.15 | 5.22 | 3.76 | 3.03 | 4.05 | 3.16 | 1.86 | 2.33 | 1.65 | 1.75 | 3.10 | 2.24 | 4.43 | 4.59 | 4.07 | 3.51 | 2.47 | 2.83 | 2.97 |
Data as of 10/31/2025, 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 Investment Life Insurance Co FIDELITY INCOME PLUS Strategic Asset Allocation – Optimal Mode |
-9.52%
Feb 2006 – Feb 2009 |
-3.26%
Feb 2004 – Feb 2009 |
4.49%
Oct 2007 – Oct 2017 |
4.60%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Investment Life Insurance Co FIDELITY INCOME PLUS Strategic Asset Allocation – Optimal Mode |
20.56%
Feb 2009 – Feb 2012 |
16.91%
Feb 2009 – Feb 2014 |
11.18%
Feb 2009 – Feb 2019 |
10.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart