Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAASX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS A) | 11.13% | 25.42% | 15.97% | 8.03% | 9.89% | 8.63% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAASX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS A) | 10/02/2008 | 06/03/2026 |
| 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 (%) | 0.42 | 25.42 | 15.97 | 8.03 | 9.89 | 8.63 | NA | … | … | 11.13 | 17.92 | 10.45 | 16.11 | -17.06 | 13.62 | 16.84 | 22.43 | -7.96 | 18.35 | 6.76 | -0.95 | 5.19 | 19.75 | 13.76 | -4.02 | 15.31 | 35.31 | -17.64 |
| Sharpe Ratio | NA | 2.24 | 1.19 | 0.44 | 0.65 | NA | NA | … | … | 2.05 | 1.19 | 0.74 | 1.34 | -1.06 | 1.41 | 0.71 | 2.53 | -0.84 | 3.70 | 0.66 | -0.10 | 0.62 | 2.35 | 1.53 | -0.23 | 1.10 | 1.71 | -1.12 |
| Standard Deviation(%) | NA | 10.33 | 10.94 | 12.25 | 12.67 | NA | NA | … | … | 12.82 | 12.64 | 9.20 | 9.36 | 17.50 | 9.67 | 23.29 | 8.28 | 11.21 | 4.81 | 9.95 | 10.23 | 8.29 | 8.40 | 9.02 | 17.46 | 13.83 | 20.65 | 48.96 |
| Draw Down(%) | NA | 7.97 | 12.79 | 23.76 | 27.22 | NA | NA | … | … | 7.97 | 12.79 | 5.88 | 9.29 | 23.03 | 4.52 | 27.22 | 4.32 | 15.68 | 1.45 | 9.20 | 11.06 | 6.64 | 6.16 | 7.85 | 17.78 | 11.25 | 18.65 | 27.91 |
| Yield(%) | 0.00 | 7.45 | 5.04 | 4.15 | 5.05 | 5.16 | 5.18 | … | … | 0.00 | 7.79 | 4.58 | 1.66 | 4.97 | 2.76 | 2.19 | 5.72 | 5.14 | 4.08 | 1.29 | 4.94 | 8.95 | 1.34 | 1.41 | 1.33 | 1.45 | 1.81 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| FAASX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS A) |
1.50%
Apr 2021 – Apr 2024 |
2.76%
Mar 2015 – Mar 2020 |
5.70%
Oct 2013 – Oct 2023 |
7.57%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAASX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS A) |
22.16%
Feb 2009 – Feb 2012 |
18.43%
Feb 2009 – Feb 2014 |
11.63%
Feb 2009 – Feb 2019 |
10.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart