Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAAIX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS I) | 11.54% | 25.54% | 16.38% | 8.20% | 10.17% | 9.01% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAAIX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS I) | 10/02/2008 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 25.54 | 16.38 | 8.20 | 10.17 | 9.01 | NA | … | … | 11.54 | 18.16 | 10.76 | 16.41 | -16.83 | 13.93 | 17.18 | 22.74 | -7.69 | 18.65 | 7.11 | -0.72 | 5.50 | 20.06 | 14.06 | -3.77 | 15.66 | 35.71 | -17.64 |
| Sharpe Ratio | NA | 2.27 | 1.22 | 0.47 | 0.68 | NA | NA | … | … | 2.09 | 1.21 | 0.78 | 1.37 | -1.05 | 1.44 | 0.72 | 2.58 | -0.81 | 3.78 | 0.69 | -0.07 | 0.66 | 2.39 | 1.56 | -0.22 | 1.12 | 1.72 | -1.12 |
| Standard Deviation(%) | NA | 10.33 | 10.95 | 12.24 | 12.67 | NA | NA | … | … | 12.79 | 12.67 | 9.16 | 9.38 | 17.47 | 9.64 | 23.39 | 8.26 | 11.19 | 4.78 | 9.94 | 10.23 | 8.30 | 8.37 | 9.04 | 17.44 | 13.87 | 20.70 | 48.96 |
| Draw Down(%) | NA | 7.98 | 12.77 | 23.58 | 27.21 | NA | NA | … | … | 7.98 | 12.77 | 5.86 | 9.22 | 22.84 | 4.53 | 27.21 | 4.31 | 15.49 | 1.45 | 9.14 | 10.98 | 6.57 | 6.15 | 7.77 | 17.68 | 11.28 | 18.65 | 27.91 |
| Yield(%) | 0.00 | 7.63 | 5.35 | 4.38 | 5.37 | 5.57 | 5.56 | … | … | 0.00 | 8.02 | 4.99 | 1.94 | 5.18 | 3.06 | 2.41 | 6.00 | 5.40 | 4.39 | 1.64 | 5.22 | 9.21 | 1.65 | 1.72 | 1.63 | 1.74 | 2.02 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAAIX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS I) |
1.77%
Apr 2021 – Apr 2024 |
3.05%
Mar 2015 – Mar 2020 |
5.99%
Oct 2013 – Oct 2023 |
7.86%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAAIX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS I) |
22.47%
Feb 2009 – Feb 2012 |
18.76%
Feb 2009 – Feb 2014 |
11.93%
Feb 2009 – Feb 2019 |
10.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart