Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEYAX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: CLASS A) | 13.26% | 29.86% | 18.58% | 9.49% | 11.55% | 9.95% | 8.41% | … | … |
Data as of 06/03/2026, Common starting date is 12/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEYAX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: CLASS A) | 12/15/2005 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 29.86 | 18.58 | 9.49 | 11.55 | 9.95 | 8.41 | … | … | 13.26 | 20.45 | 12.32 | 18.67 | -18.82 | 16.79 | 18.99 | 25.83 | -9.46 | 21.83 | 7.13 | -1.03 | 5.45 | 24.87 | 15.57 | -6.31 | 16.36 | 38.42 | -38.73 | 7.69 | 12.28 | -0.66 |
| Sharpe Ratio | NA | 2.26 | 1.21 | 0.47 | 0.65 | NA | NA | … | … | 2.13 | 1.16 | 0.81 | 1.37 | -0.97 | 1.44 | 0.66 | 2.38 | -0.79 | 3.62 | 0.57 | -0.08 | 0.54 | 2.49 | 1.41 | -0.29 | 0.95 | 1.54 | -1.11 | 0.35 | 0.93 | -3.23 |
| Standard Deviation(%) | NA | 12.23 | 12.98 | 14.61 | 15.31 | NA | NA | … | … | 15.14 | 15.24 | 10.77 | 11.05 | 20.90 | 11.67 | 28.42 | 10.23 | 13.85 | 5.87 | 12.07 | 12.49 | 10.14 | 9.99 | 11.11 | 21.64 | 17.19 | 24.82 | 35.55 | 13.16 | 9.56 | 5.68 |
| Draw Down(%) | NA | 9.37 | 15.40 | 26.20 | 31.01 | NA | NA | … | … | 9.37 | 15.40 | 7.35 | 10.55 | 25.47 | 5.42 | 31.01 | 5.41 | 18.77 | 1.61 | 11.13 | 13.07 | 8.22 | 6.74 | 9.86 | 21.78 | 13.98 | 22.20 | 49.54 | 9.04 | 9.30 | 0.98 |
| Yield(%) | 0.00 | 5.82 | 4.03 | 3.50 | 4.79 | 5.18 | 4.73 | … | … | 0.00 | 6.12 | 3.51 | 1.29 | 3.74 | 3.37 | 2.03 | 6.33 | 4.55 | 3.56 | 1.13 | 4.32 | 9.45 | 3.75 | 1.33 | 1.15 | 1.47 | 1.40 | 1.22 | 1.92 | 1.83 | 0.49 |
Data as of 06/03/2026, Common starting date is 12/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEYAX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: CLASS A) |
-14.28%
Feb 2006 – Feb 2009 |
-1.14%
May 2007 – May 2012 |
4.43%
Feb 2006 – Feb 2016 |
5.06%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEYAX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: CLASS A) |
24.17%
Feb 2009 – Feb 2012 |
20.65%
Feb 2009 – Feb 2014 |
13.03%
Feb 2009 – Feb 2019 |
11.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart