Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Advisor Funds Class A Plan Asset Allocation Composite Moderate | NA | 20.77% | 9.44% | 10.01% | 9.29% | 9.66% | 11.08% | … | … |
Data as of 08/31/2021, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Advisor Funds Class A Plan Asset Allocation Composite Moderate | 12/31/2000 | 11/24/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 20.77 | 9.44 | 10.01 | 9.29 | 9.66 | 11.08 | … | … | 11.57 | 12.21 | 16.97 | -2.62 | 13.44 | 7.86 | -1.31 | 9.12 | 13.95 | 13.89 | 1.11 | 13.76 | 36.92 | -8.00 | 7.03 | 14.07 | 10.12 | 15.86 | 39.70 | 9.09 | 4.24 |
| Sharpe Ratio | NA | 1.83 | 1.43 | 1.30 | 1.30 | NA | NA | … | … | 1.31 | 1.40 | 2.42 | -0.43 | 2.83 | 1.31 | -0.20 | 1.46 | 1.95 | 1.86 | 0.07 | 1.26 | 3.19 | -1.14 | 0.36 | 1.40 | 1.14 | 1.71 | 5.07 | 2.51 | 0.52 |
| Standard Deviation(%) | NA | 8.56 | 8.23 | 7.63 | 7.28 | NA | NA | … | … | 8.83 | 8.58 | 6.44 | 9.07 | 4.53 | 5.85 | 6.73 | 6.24 | 7.15 | 7.45 | 14.74 | 10.88 | 11.54 | 7.82 | 11.20 | 7.72 | 6.99 | 8.71 | 7.69 | 3.18 | 3.69 |
| Draw Down(%) | NA | 4.26 | 13.69 | 13.69 | 13.69 | NA | NA | … | … | 4.26 | 13.69 | 2.67 | 12.11 | 1.50 | 4.82 | 6.96 | 3.94 | 6.19 | 5.88 | 13.59 | 9.42 | 5.48 | 15.39 | 8.72 | 8.96 | 5.16 | 9.46 | 3.43 | 2.43 | 2.93 |
| Yield(%) | NA | 5.34 | 4.75 | 4.55 | 4.00 | NA | NA | … | … | 1.64 | 4.79 | 3.31 | 7.90 | 4.58 | 3.67 | 2.77 | 3.05 | 6.55 | 2.26 | 2.27 | 2.84 | 4.31 | 3.41 | 5.73 | 6.21 | 4.96 | 3.68 | 4.49 | 4.39 | 5.61 |
Data as of 08/31/2021, 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 Advisor Funds Class A Plan Asset Allocation Composite Moderate |
2.22%
Mar 2006 – Mar 2009 |
4.99%
Mar 2015 – Mar 2020 |
6.90%
Apr 2010 – Apr 2020 |
8.91%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Advisor Funds Class A Plan Asset Allocation Composite Moderate |
23.04%
Jan 2003 – Jan 2006 |
18.59%
Oct 2002 – Oct 2007 |
14.19%
Apr 2001 – Apr 2011 |
12.08%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart