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Fidelity Fund Picks Strategic Asset Allocation - Equal Weight Moderate
0.26%December 31 | MyPlanIQ portfolio symbol P_31259

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Holdings




Historical Performance


Fidelity Fund Picks Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Fidelity Fund Picks Strategic Asset Allocation - Equal Weight Moderate NA -2.97% 2.93% 3.91% 4.86% NA NA 6.99%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 6.30% 16.02% 14.14% 7.73% 4.59% 8.48% 5.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 1.80% 7.24% 6.95% 5.49% 4.90% 7.00% 5.29%
Data as of 10/30/2015, AR inception is 12/31/2000

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Fidelity Fund Picks Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Fidelity Fund Picks Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for Fidelity Fund Picks Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 12/31/2015, the worst annualized return of 3-year rolling returns for Fidelity Fund Picks Strategic Asset Allocation - Equal Weight Moderate is -7.19%.
From 12/31/2000 to 12/31/2015, the worst annualized return of 5-year rolling returns for Fidelity Fund Picks Strategic Asset Allocation - Equal Weight Moderate is -0.85%.
From 12/31/2000 to 12/31/2015, the worst annualized return of 10-year rolling returns for Fidelity Fund Picks Strategic Asset Allocation - Equal Weight Moderate is 4.38%.

Maximum Drawdown

Fidelity Fund Picks Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown