Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity 25 Commission Free ETFs Asset Allocation Composite Moderate | 4.71% | 19.16% | 12.63% | 4.24% | 5.59% | 5.91% | 6.38% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity 25 Commission Free ETFs Asset Allocation Composite 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 (%) | -0.29 | 19.16 | 12.63 | 4.24 | 5.59 | 5.91 | 6.38 | … | … | 4.71 | 14.74 | 8.42 | 7.57 | -14.00 | 8.17 | -6.17 | 19.83 | -3.59 | 9.55 | 12.22 | -0.03 | 5.40 | 16.77 | 10.98 | 2.60 | 10.09 | 9.67 | 1.47 | 6.98 | 12.10 | 6.52 | 11.80 | 21.32 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 2.20 | 1.00 | 0.17 | 0.35 | NA | NA | … | … | 0.38 | 1.16 | 0.55 | 0.50 | -1.64 | 0.75 | -0.31 | 2.50 | -0.48 | 1.58 | 1.57 | -0.01 | 0.75 | 2.00 | 1.24 | 0.16 | 0.99 | 1.00 | 0.04 | 0.38 | 0.96 | 0.56 | 1.19 | 2.37 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 8.82 | 9.29 | 9.30 | 10.81 | NA | NA | … | … | 11.19 | 10.26 | 8.66 | 7.78 | 9.38 | 10.87 | 20.86 | 7.34 | 10.35 | 5.63 | 7.62 | 6.95 | 7.16 | 8.36 | 8.81 | 15.59 | 10.14 | 9.55 | 12.69 | 10.07 | 9.06 | 7.56 | 9.11 | 8.69 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.99 | 11.63 | 20.73 | 20.73 | NA | NA | … | … | 6.99 | 11.24 | 5.90 | 7.55 | 15.05 | 5.51 | 19.88 | 3.19 | 12.39 | 2.46 | 4.16 | 7.64 | 4.45 | 6.06 | 6.77 | 12.85 | 8.34 | 5.01 | 14.93 | 6.45 | 8.96 | 5.13 | 6.48 | 3.87 | 0.00 | 0.00 |
| Yield(%) | NA | 3.07 | 2.28 | 2.10 | 2.06 | NA | NA | … | … | NA | NA | 0.86 | 2.70 | 1.88 | 1.61 | 1.66 | 2.15 | 1.88 | 2.07 | 2.30 | 1.89 | 2.01 | 1.96 | 2.43 | 2.28 | 2.61 | 3.37 | 4.24 | 3.12 | 3.06 | 2.45 | 1.35 | 1.14 | 1.11 | 2.31 |
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 25 Commission Free ETFs Asset Allocation Composite Moderate |
-4.46%
Sep 2020 – Sep 2023 |
-0.82%
Sep 2018 – Sep 2023 |
2.80%
Oct 2013 – Oct 2023 |
4.98%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity 25 Commission Free ETFs Asset Allocation Composite Moderate |
15.43%
Apr 2003 – Apr 2006 |
12.38%
Oct 2002 – Oct 2007 |
9.90%
Apr 2003 – Apr 2013 |
9.28%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart