Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Personal Retirement Annuity Asset Allocation Composite Moderate | NA | 9.46% | 8.66% | 6.66% | 6.94% | 6.88% | 8.47% | … | … |
Data as of 10/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Personal Retirement Annuity Asset Allocation Composite Moderate | 12/31/2000 | 01/27/2026 |
| 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 (%) | -0.03 | 9.46 | 8.66 | 6.66 | 6.94 | 6.88 | 8.47 | … | … | NA | 11.87 | 10.13 | 9.56 | -14.33 | 13.56 | 10.76 | 17.69 | -2.29 | 14.01 | 6.12 | -3.47 | 6.80 | 12.75 | 13.87 | 1.78 | 13.10 | 36.01 | -3.22 | 8.63 | 13.67 | 8.40 | 14.72 | 39.37 | 9.83 | 7.19 |
| Sharpe Ratio | NA | 1.07 | 0.97 | 0.43 | 0.74 | NA | NA | … | … | 0.43 | 0.92 | 0.78 | 0.81 | -1.63 | 1.45 | 1.20 | 2.39 | -0.39 | 2.92 | 0.90 | -0.48 | 1.06 | 1.78 | 1.79 | 0.12 | 1.16 | 3.06 | -0.55 | 0.51 | 1.37 | 0.88 | 1.61 | 4.82 | 2.11 | 0.91 |
| Standard Deviation(%) | NA | 10.04 | 8.67 | 8.92 | 8.27 | NA | NA | … | … | 7.37 | 9.80 | 8.35 | 7.28 | 9.66 | 9.31 | 8.77 | 6.79 | 9.49 | 4.57 | 6.56 | 7.27 | 6.39 | 7.16 | 7.70 | 15.05 | 11.17 | 11.75 | 7.58 | 10.73 | 7.46 | 6.97 | 8.54 | 8.02 | 4.11 | 5.21 |
| Draw Down(%) | NA | 13.47 | 13.47 | 19.02 | 19.02 | NA | NA | … | … | 1.22 | 13.47 | 4.78 | 6.58 | 14.89 | 4.87 | 11.65 | 2.80 | 11.71 | 1.59 | 4.81 | 8.10 | 4.70 | 6.71 | 5.70 | 13.88 | 9.53 | 5.66 | 8.92 | 7.44 | 7.86 | 5.08 | 9.93 | 3.42 | 2.44 | 4.10 |
| Yield(%) | NA | 3.96 | 4.74 | 4.54 | 4.32 | NA | NA | … | … | NA | NA | 0.88 | 3.71 | 4.22 | 5.71 | 5.04 | 3.62 | 4.57 | 5.34 | 4.22 | 2.14 | 4.75 | 4.39 | 3.09 | 2.89 | 2.97 | 5.38 | 4.12 | 7.98 | 7.56 | 5.55 | 4.02 | 4.23 | 5.39 | 8.88 |
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 Personal Retirement Annuity Asset Allocation Composite Moderate |
0.48%
Apr 2021 – Apr 2024 |
3.14%
Sep 2018 – Sep 2023 |
4.54%
Oct 2013 – Oct 2023 |
6.20%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Personal Retirement Annuity Asset Allocation Composite Moderate |
21.10%
Jul 2002 – Jul 2005 |
17.93%
Oct 2002 – Oct 2007 |
14.92%
Apr 2001 – Apr 2011 |
11.72%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart