Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAMRX (FIDELITY ASSET MANAGER 85% FIDELITY ASSET MANAGER 85%) | 13.68% | 30.06% | 19.03% | 9.67% | 11.86% | 10.38% | 8.72% | … | … |
Data as of 06/04/2026, Common starting date is 12/08/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAMRX (FIDELITY ASSET MANAGER 85% FIDELITY ASSET MANAGER 85%) | 12/08/1999 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 30.06 | 19.03 | 9.67 | 11.86 | 10.38 | 8.72 | … | … | 13.68 | 20.87 | 12.60 | 18.98 | -18.55 | 17.10 | 19.37 | 26.26 | -9.21 | 22.27 | 7.39 | -0.67 | 5.75 | 25.16 | 15.93 | -6.10 | 16.57 | 38.67 | -38.60 | 7.94 | 12.40 | 7.34 | 11.05 | 48.65 | -34.40 | -15.51 | 15.63 | 5.58 |
| Sharpe Ratio | NA | 2.29 | 1.23 | 0.49 | 0.67 | NA | NA | … | … | 2.15 | 1.18 | 0.83 | 1.40 | -0.96 | 1.46 | 0.67 | 2.43 | -0.77 | 3.71 | 0.59 | -0.06 | 0.57 | 2.51 | 1.44 | -0.28 | 0.96 | 1.56 | -1.11 | 0.37 | 0.94 | 0.44 | 0.79 | 2.79 | -1.26 | -0.76 | 0.41 | 7.86 |
| Standard Deviation(%) | NA | 12.26 | 12.99 | 14.61 | 15.32 | NA | NA | … | … | 15.14 | 15.25 | 10.81 | 11.07 | 20.87 | 11.68 | 28.48 | 10.20 | 13.81 | 5.85 | 12.10 | 12.49 | 10.10 | 10.01 | 11.14 | 21.63 | 17.11 | 24.79 | 35.56 | 13.16 | 9.59 | 11.66 | 12.67 | 17.21 | 28.17 | 24.13 | 28.16 | 16.69 |
| Draw Down(%) | NA | 9.33 | 15.35 | 26.00 | 30.96 | NA | NA | … | … | 9.33 | 15.35 | 7.36 | 10.50 | 25.31 | 5.42 | 30.96 | 5.36 | 18.53 | 1.59 | 11.11 | 12.97 | 8.16 | 6.75 | 9.80 | 21.64 | 14.03 | 22.12 | 49.40 | 9.02 | 9.30 | 9.64 | 12.30 | 9.97 | 43.08 | 33.29 | 19.50 | 3.19 |
| Yield(%) | 0.00 | 6.03 | 4.31 | 3.69 | 5.11 | 5.60 | 5.09 | … | … | 0.00 | 6.37 | 3.78 | 1.56 | 3.92 | 3.60 | 2.31 | 6.61 | 4.79 | 3.87 | 1.44 | 4.58 | 9.74 | 4.07 | 1.60 | 1.39 | 1.50 | 1.55 | 1.31 | 1.95 | 1.87 | 0.54 | 0.58 | 0.84 | 1.40 | 2.13 | 6.22 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/08/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAMRX (FIDELITY ASSET MANAGER 85% FIDELITY ASSET MANAGER 85%) |
-19.47%
Mar 2000 – Mar 2003 |
-5.63%
Feb 2004 – Feb 2009 |
-1.82%
Aug 2000 – Aug 2010 |
2.37%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAMRX (FIDELITY ASSET MANAGER 85% FIDELITY ASSET MANAGER 85%) |
24.41%
Feb 2009 – Feb 2012 |
20.94%
Feb 2009 – Feb 2014 |
13.33%
Feb 2009 – Feb 2019 |
12.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart