Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FACAX (Fidelity Advisor 529 Plan – College Portfolio) | NA | 19.09% | 7.01% | 2.69% | 7.08% | 5.80% | NA | … | … |
Data as of 09/23/2011, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FACAX (Fidelity Advisor 529 Plan – College Portfolio) | 06/20/1996 | 09/23/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.09 | 7.01 | 2.69 | 7.08 | 5.80 | NA | … | … | -3.01 | 34.48 | 32.49 | -37.62 | -2.29 | 5.67 | 9.95 | 15.31 | 49.47 | -29.17 | -21.96 | -14.95 | 111.48 | 20.71 | 1.52 | -5.46 |
| Sharpe Ratio | NA | 1.00 | 0.21 | 0.07 | 0.25 | NA | NA | … | … | -0.21 | 1.44 | 1.02 | -0.89 | -0.28 | 0.13 | 0.50 | 0.79 | 2.46 | -1.04 | -0.75 | -0.36 | 4.01 | 0.63 | -0.10 | -0.68 |
| Standard Deviation(%) | NA | 19.03 | 32.63 | 28.80 | 25.27 | NA | NA | … | … | 19.66 | 23.82 | 31.69 | 43.11 | 19.40 | 16.93 | 15.51 | 18.05 | 19.85 | 29.07 | 33.24 | 53.63 | 26.97 | 27.24 | 20.66 | 20.01 |
| Draw Down(%) | NA | 17.97 | 46.77 | 59.15 | 59.15 | NA | NA | … | … | 17.97 | 17.05 | 27.69 | 51.67 | 17.14 | 18.25 | 10.43 | 18.47 | 16.69 | 43.52 | 45.23 | 52.59 | 14.80 | 39.74 | 27.62 | 15.04 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.28 | 2.15 | 6.79 | 5.31 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 10.50 | 0.00 | 0.00 | 0.09 | 0.00 | 0.00 | 1.21 | 27.61 | 37.12 | 26.65 | 0.00 | 4.14 |
Data as of 09/23/2011, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FACAX (Fidelity Advisor 529 Plan – College Portfolio) |
-32.69%
Feb 2000 – Feb 2003 |
-10.98%
Feb 2000 – Feb 2005 |
-6.05%
Feb 2000 – Feb 2010 |
6.16%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FACAX (Fidelity Advisor 529 Plan – College Portfolio) |
62.10%
Feb 1997 – Feb 2000 |
18.15%
Sep 2002 – Sep 2007 |
12.88%
Apr 1997 – Apr 2007 |
7.52%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart