Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCASX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS C) | 11.02% | 24.26% | 15.20% | 5.85% | 8.27% | 7.40% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCASX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS C) | 10/02/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 24.26 | 15.20 | 5.85 | 8.27 | 7.40 | NA | … | … | 11.02 | 17.02 | 9.64 | 15.21 | -21.28 | 11.19 | 14.56 | 21.52 | -8.64 | 17.47 | 5.94 | -1.63 | 4.54 | 18.85 | 12.88 | -4.70 | 14.50 | 34.28 | -17.64 |
| Sharpe Ratio | NA | 2.15 | 1.11 | 0.27 | 0.52 | NA | NA | … | … | 1.98 | 1.12 | 0.65 | 1.24 | -1.29 | 1.15 | 0.61 | 2.43 | -0.90 | 3.52 | 0.57 | -0.16 | 0.55 | 2.25 | 1.44 | -0.27 | 1.04 | 1.65 | -1.12 |
| Standard Deviation(%) | NA | 10.33 | 10.95 | 12.32 | 12.71 | NA | NA | … | … | 12.80 | 12.65 | 9.19 | 9.40 | 17.67 | 9.75 | 23.35 | 8.26 | 11.19 | 4.79 | 9.96 | 10.18 | 8.24 | 8.36 | 8.98 | 17.47 | 13.85 | 20.70 | 48.76 |
| Draw Down(%) | NA | 8.07 | 12.91 | 25.34 | 27.25 | NA | NA | … | … | 8.07 | 12.91 | 5.91 | 9.46 | 23.47 | 4.59 | 27.25 | 4.34 | 16.24 | 1.45 | 9.28 | 11.31 | 6.86 | 6.29 | 7.92 | 18.07 | 11.42 | 18.83 | 27.99 |
| Yield(%) | 0.00 | 6.51 | 4.11 | 2.32 | 3.09 | 3.47 | 3.41 | … | … | 0.00 | 6.81 | 3.71 | 0.74 | 0.76 | 0.26 | 0.00 | 4.71 | 4.39 | 3.27 | 0.50 | 4.21 | 8.21 | 0.63 | 0.62 | 0.56 | 0.57 | 1.09 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FCASX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS C) |
-1.23%
Apr 2021 – Apr 2024 |
2.02%
Mar 2015 – Mar 2020 |
4.18%
Oct 2013 – Oct 2023 |
6.27%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCASX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS C) |
21.25%
Feb 2009 – Feb 2012 |
17.56%
Feb 2009 – Feb 2014 |
10.82%
Feb 2009 – Feb 2019 |
9.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart