Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Core Mutual Funds Asset Allocation Composite Moderate | 5.31% | 20.15% | 13.07% | 6.43% | 7.81% | 7.87% | 8.26% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Core Mutual Funds 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 (%) | 0.48 | 20.15 | 13.07 | 6.43 | 7.81 | 7.87 | 8.26 | … | … | 5.31 | 16.95 | 6.53 | 13.29 | -16.75 | 12.71 | 10.11 | 19.24 | -4.66 | 14.50 | 7.55 | -1.71 | 7.28 | 16.65 | 19.54 | 3.68 | 13.43 | 23.57 | -6.99 | 3.63 | 15.68 | 8.16 | 13.85 | 35.17 | 7.80 | 6.15 |
| Sharpe Ratio | NA | 2.30 | 1.04 | 0.36 | 0.75 | NA | NA | … | … | 0.43 | 1.49 | 0.38 | 1.09 | -1.63 | 1.54 | 1.16 | 3.06 | -0.79 | 3.13 | 1.21 | -0.24 | 1.02 | 2.14 | 2.45 | 0.24 | 1.35 | 2.54 | -1.03 | 0.05 | 1.59 | 0.84 | 1.66 | 5.30 | 1.66 | 0.77 |
| Standard Deviation(%) | NA | 8.04 | 8.84 | 9.27 | 8.23 | NA | NA | … | … | 10.66 | 9.43 | 7.72 | 8.87 | 11.15 | 8.25 | 8.48 | 5.81 | 7.66 | 4.43 | 6.07 | 7.38 | 7.14 | 7.77 | 7.95 | 15.18 | 9.85 | 9.23 | 7.76 | 10.25 | 7.69 | 7.00 | 7.75 | 6.50 | 4.00 | 4.86 |
| Draw Down(%) | NA | 7.14 | 11.03 | 18.07 | 18.07 | NA | NA | … | … | 7.14 | 9.28 | 5.69 | 8.65 | 18.07 | 4.14 | 15.53 | 2.76 | 10.91 | 1.97 | 5.06 | 9.13 | 5.48 | 8.08 | 6.40 | 13.02 | 7.53 | 7.59 | 7.84 | 7.35 | 5.91 | 4.26 | 8.06 | 3.98 | 5.03 | 4.14 |
| Yield(%) | NA | 3.75 | 3.07 | 3.81 | 4.29 | NA | NA | … | … | NA | NA | 0.73 | 3.88 | 2.86 | 2.30 | 3.78 | 6.15 | 6.33 | 3.60 | 4.06 | 3.31 | 6.84 | 5.61 | 8.44 | 7.05 | 11.23 | 9.93 | 5.11 | 5.61 | 7.62 | 9.11 | 8.01 | 8.06 | 8.63 | 8.66 |
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 Core Mutual Funds Asset Allocation Composite Moderate |
0.16%
Dec 2021 – Dec 2024 |
3.27%
Dec 2017 – Dec 2022 |
4.63%
Oct 2013 – Oct 2023 |
7.14%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Core Mutual Funds Asset Allocation Composite Moderate |
20.31%
Jul 2002 – Jul 2005 |
16.60%
Oct 2002 – Oct 2007 |
12.45%
Nov 2002 – Nov 2012 |
11.38%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart