Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FASMX (FIDELITY ASSET MANAGER 50% FIDELITY ASSET MANAGER 50%) | 8.43% | 19.49% | 12.95% | 6.21% | 7.96% | 7.26% | 6.63% | … | … |
Data as of 06/04/2026, Common starting date is 08/28/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FASMX (FIDELITY ASSET MANAGER 50% FIDELITY ASSET MANAGER 50%) | 08/28/1989 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 19.49 | 12.95 | 6.21 | 7.96 | 7.26 | 6.63 | … | … | 8.43 | 14.94 | 8.46 | 13.09 | -14.93 | 9.86 | 14.72 | 18.25 | -5.37 | 14.06 | 6.43 | -0.48 | 5.42 | 13.96 | 11.36 | -0.65 | 13.52 | 30.94 | -27.81 | 6.40 | 9.18 | 4.16 | 5.39 | 17.18 | -8.05 | -3.95 | 2.53 | 13.70 | 16.06 | 22.27 | 12.73 | 18.16 | -6.60 | 23.29 | 12.75 | 23.63 | 5.38 | 1.69 |
| Sharpe Ratio | NA | 2.20 | 1.18 | 0.40 | 0.68 | NA | NA | … | … | 1.86 | 1.30 | 0.68 | 1.26 | -1.24 | 1.40 | 0.86 | 2.91 | -0.87 | 3.95 | 0.88 | -0.07 | 0.92 | 2.24 | 1.84 | -0.06 | 1.38 | 2.09 | -1.39 | 0.42 | 1.05 | 0.35 | 0.69 | 1.84 | -0.67 | -0.57 | -0.13 | 0.97 | 1.08 | 1.78 | 1.32 | 3.24 | -1.66 | 4.55 | 2.55 | 3.22 | -0.02 | -0.14 |
| Standard Deviation(%) | NA | 7.90 | 8.40 | 9.29 | 9.31 | NA | NA | … | … | 9.87 | 9.31 | 7.16 | 7.54 | 13.22 | 7.02 | 16.66 | 5.76 | 7.82 | 3.41 | 7.05 | 7.22 | 5.88 | 6.21 | 6.20 | 11.91 | 9.74 | 14.78 | 20.70 | 7.81 | 5.52 | 5.34 | 6.44 | 8.93 | 13.63 | 11.36 | 13.19 | 10.71 | 11.66 | 10.39 | 6.79 | 4.37 | 5.83 | 4.62 | 3.99 | 6.09 | 6.86 | 4.36 |
| Draw Down(%) | NA | 6.19 | 9.28 | 20.54 | 21.27 | NA | NA | … | … | 6.19 | 9.22 | 3.82 | 7.69 | 19.85 | 3.32 | 21.27 | 2.77 | 10.98 | 1.26 | 6.36 | 8.16 | 4.32 | 5.26 | 5.10 | 11.95 | 7.71 | 13.61 | 35.95 | 5.33 | 4.30 | 4.13 | 5.63 | 7.20 | 18.52 | 15.31 | 9.08 | 7.83 | 13.61 | 6.26 | 3.98 | 1.57 | 10.16 | 1.80 | 2.86 | 2.64 | 8.50 | 2.16 |
| Yield(%) | 0.00 | 7.43 | 5.01 | 4.26 | 4.80 | 5.08 | 4.94 | … | … | 0.00 | 8.09 | 4.08 | 2.41 | 5.40 | 3.12 | 2.68 | 4.77 | 4.73 | 4.70 | 2.17 | 5.43 | 8.31 | 6.96 | 1.78 | 1.95 | 2.02 | 2.75 | 2.66 | 10.04 | 8.62 | 5.07 | 2.48 | 2.71 | 3.03 | 3.94 | 10.92 | 7.48 | 20.36 | 10.49 | 8.62 | 3.34 | 3.71 | 7.62 | 5.38 | 8.76 | 5.89 | 5.45 |
Data as of 06/04/2026, Common starting date is 08/28/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FASMX (FIDELITY ASSET MANAGER 50% FIDELITY ASSET MANAGER 50%) |
-8.55%
Feb 2006 – Feb 2009 |
-3.52%
Feb 2004 – Feb 2009 |
0.37%
Feb 1999 – Feb 2009 |
3.80%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FASMX (FIDELITY ASSET MANAGER 50% FIDELITY ASSET MANAGER 50%) |
21.27%
Oct 1990 – Oct 1993 |
17.02%
Mar 1995 – Mar 2000 |
14.87%
Aug 1990 – Aug 2000 |
10.12%
Sep 1990 – Sep 2005 |
Annualized Rolling Returns Comparison Chart