Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| University of Texas System Retirement Programs Fidelity Asset Allocation Composite Moderate | 4.40% | 14.51% | 10.61% | 5.09% | 8.35% | 6.71% | 7.63% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| University of Texas System Retirement Programs Fidelity 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 (%) | 0.09 | 14.51 | 10.61 | 5.09 | 8.35 | 6.71 | 7.63 | … | … | 4.40 | 13.34 | 7.84 | 6.43 | -12.42 | 12.79 | 24.48 | 17.64 | -6.37 | 9.55 | 8.13 | -3.96 | 5.03 | 11.14 | 12.35 | -0.19 | 10.18 | 16.44 | 8.84 | 3.70 | 12.84 | 7.51 | 10.79 | 13.65 | 6.18 | 5.91 |
| Sharpe Ratio | NA | 1.23 | 0.74 | 0.23 | 0.72 | NA | NA | … | … | 0.26 | 1.11 | 0.48 | 0.34 | -1.57 | 1.42 | 2.25 | 2.28 | -0.79 | 1.50 | 1.09 | -0.55 | 0.76 | 1.55 | 1.72 | -0.02 | 1.06 | 1.56 | 1.19 | 0.08 | 2.09 | 1.23 | 1.97 | 3.02 | 1.02 | 0.62 |
| Standard Deviation(%) | NA | 9.34 | 9.21 | 9.04 | 8.81 | NA | NA | … | … | 11.93 | 9.44 | 8.83 | 8.24 | 8.84 | 8.99 | 10.77 | 7.08 | 9.78 | 5.94 | 7.29 | 7.19 | 6.63 | 7.17 | 7.16 | 13.44 | 9.55 | 10.50 | 6.63 | 7.12 | 4.52 | 4.26 | 4.98 | 4.28 | 4.93 | 5.61 |
| Draw Down(%) | NA | 8.51 | 10.29 | 15.14 | 15.14 | NA | NA | … | … | 8.51 | 10.12 | 5.55 | 8.38 | 13.75 | 4.52 | 9.50 | 2.87 | 12.28 | 2.28 | 5.10 | 9.13 | 4.71 | 7.57 | 5.38 | 12.75 | 7.81 | 6.65 | 3.25 | 4.38 | 3.06 | 2.60 | 5.85 | 2.45 | 2.91 | 5.19 |
| Yield(%) | NA | 4.27 | 5.42 | 5.53 | 5.42 | NA | NA | … | … | NA | NA | 0.84 | 4.00 | 3.23 | 8.68 | 5.36 | 7.34 | 5.77 | 5.29 | 4.87 | 5.67 | 5.12 | 5.52 | 4.71 | 3.65 | 5.68 | 4.06 | 4.55 | 8.43 | 6.51 | 5.39 | 4.06 | 4.51 | 5.39 | 5.71 |
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 |
|---|---|---|---|---|
| University of Texas System Retirement Programs Fidelity Asset Allocation Composite Moderate |
-0.42%
Apr 2021 – Apr 2024 |
2.27%
Dec 2013 – Dec 2018 |
4.78%
Oct 2013 – Oct 2023 |
6.13%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| University of Texas System Retirement Programs Fidelity Asset Allocation Composite Moderate |
18.21%
Dec 2018 – Dec 2021 |
11.54%
May 2016 – May 2021 |
10.17%
Apr 2001 – Apr 2011 |
8.74%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart