Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FASGX (FIDELITY ASSET MANAGER 70% FIDELITY ASSET MANAGER 70%) | 4.98% | 8.81% | 11.31% | 8.72% | 7.42% | 8.59% | 7.00% | 7.90% |
Data as of 06/20/2025, AR inception is 12/30/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FASGX (FIDELITY ASSET MANAGER 70% FIDELITY ASSET MANAGER 70%) | 12/30/1991 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 8.81 | 11.31 | 8.72 | 7.42 | 8.59 | 7.00 | 7.90 | 4.98 | 10.81 | 16.45 | -16.83 | 13.98 | 17.19 | 22.81 | -7.65 | 18.70 | 7.08 | -0.63 | 5.50 | 20.12 | 14.12 | -3.74 | 15.78 | 35.67 | -34.92 | 7.23 | 12.96 | 3.77 | 6.04 | 21.93 | -14.03 | -7.21 | -3.13 | 13.97 | 18.08 | 26.46 | 17.59 | 19.95 | -8.57 | 21.86 | 19.22 | 0.00 |
| Sharpe Ratio | NA | 0.42 | 0.70 | 0.55 | 0.47 | NA | NA | 0.45 | 0.49 | 0.78 | 1.37 | -1.05 | 1.44 | 0.72 | 2.57 | -0.81 | 3.80 | 0.69 | -0.06 | 0.66 | 2.40 | 1.58 | -0.22 | 1.13 | 1.72 | -1.22 | 0.38 | 1.26 | 0.21 | 0.58 | 1.69 | -0.78 | -0.63 | -0.40 | 0.75 | 1.01 | 1.71 | 1.74 | 2.54 | -1.54 | 2.87 | 1.99 | NA |
| Standard Deviation(%) | NA | 13.28 | 12.17 | 12.40 | 12.77 | NA | NA | 13.35 | 16.29 | 9.27 | 9.40 | 17.45 | 9.66 | 23.41 | 8.29 | 11.19 | 4.77 | 9.90 | 10.19 | 8.28 | 8.37 | 9.00 | 17.48 | 13.85 | 20.67 | 29.39 | 10.88 | 7.63 | 7.35 | 8.77 | 12.58 | 19.41 | 15.48 | 18.40 | 14.20 | 14.46 | 13.29 | 7.96 | 6.30 | 7.56 | 6.83 | 8.32 | 0.00 |
| Draw Down(%) | NA | 12.80 | 13.42 | 23.54 | 27.20 | NA | NA | 47.35 | 12.80 | 5.86 | 9.26 | 22.82 | 4.50 | 27.20 | 4.31 | 15.41 | 1.45 | 9.14 | 10.99 | 6.58 | 6.20 | 7.78 | 17.64 | 11.23 | 18.65 | 44.67 | 7.34 | 6.26 | 5.73 | 7.89 | 10.71 | 26.31 | 20.63 | 13.92 | 8.50 | 15.53 | 8.02 | 5.03 | 3.04 | 12.81 | 4.29 | 5.10 | 0.00 |
| Yield(%) | 0.00 | 4.56 | 4.53 | 4.06 | 4.41 | 5.61 | 4.81 | 8.35 | 0.00 | 4.91 | 1.97 | 5.20 | 3.05 | 2.50 | 6.06 | 5.45 | 4.44 | 1.61 | 5.26 | 9.26 | 1.70 | 1.77 | 1.65 | 1.77 | 2.16 | 1.84 | 2.65 | 5.05 | 2.04 | 2.25 | 2.53 | 2.50 | 2.72 | 15.55 | 8.29 | 16.32 | 13.20 | 9.84 | 1.81 | 1.34 | 0.76 | 1.49 | 0.00 |
Data as of 06/20/2025, AR inception is 12/30/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FASGX (FIDELITY ASSET MANAGER 70% FIDELITY ASSET MANAGER 70%) |
-11.68%
Feb 2006 - Feb 2009 |
-5.41%
Feb 2004 - Feb 2009 |
-1.88%
Feb 1999 - Feb 2009 |
3.15%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FASGX (FIDELITY ASSET MANAGER 70% FIDELITY ASSET MANAGER 70%) |
24.53%
Mar 1995 - Mar 1998 |
19.39%
Mar 1995 - Mar 2000 |
11.98%
Feb 2009 - Feb 2019 |
10.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart