Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEYTX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: CLASS T) | 13.16% | 29.54% | 18.29% | 8.06% | 10.55% | 9.18% | 7.78% | … | … |
Data as of 06/03/2026, Common starting date is 12/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEYTX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: CLASS T) | 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 (%) | 0.51 | 29.54 | 18.29 | 8.06 | 10.55 | 9.18 | 7.78 | … | … | 13.16 | 20.17 | 12.02 | 18.34 | -21.61 | 14.15 | 17.24 | 25.61 | -9.76 | 21.53 | 6.79 | -1.23 | 5.06 | 24.43 | 15.32 | -6.59 | 16.20 | 37.89 | -38.86 | 7.29 | 12.29 | -0.66 |
| Sharpe Ratio | NA | 2.24 | 1.19 | 0.37 | 0.58 | NA | NA | … | … | 2.11 | 1.14 | 0.78 | 1.34 | -1.11 | 1.19 | 0.59 | 2.36 | -0.81 | 3.58 | 0.54 | -0.10 | 0.50 | 2.43 | 1.38 | -0.31 | 0.94 | 1.52 | -1.12 | 0.32 | 0.93 | -3.23 |
| Standard Deviation(%) | NA | 12.22 | 12.99 | 14.65 | 15.34 | NA | NA | … | … | 15.13 | 15.25 | 10.81 | 11.06 | 20.91 | 11.85 | 28.49 | 10.22 | 13.80 | 5.85 | 12.11 | 12.46 | 10.08 | 10.02 | 11.14 | 21.65 | 17.13 | 24.84 | 35.57 | 13.16 | 9.56 | 5.68 |
| Draw Down(%) | NA | 9.38 | 15.44 | 27.84 | 31.01 | NA | NA | … | … | 9.38 | 15.44 | 7.41 | 10.60 | 25.61 | 5.43 | 31.01 | 5.44 | 18.96 | 1.62 | 11.18 | 13.14 | 8.31 | 6.76 | 9.89 | 21.78 | 13.98 | 22.22 | 49.61 | 9.05 | 9.30 | 0.98 |
| Yield(%) | 0.00 | 5.61 | 3.76 | 2.31 | 3.52 | 4.11 | 3.78 | … | … | 0.00 | 5.90 | 3.23 | 1.01 | 0.99 | 0.77 | 0.42 | 6.11 | 4.33 | 3.30 | 0.76 | 4.07 | 9.27 | 3.51 | 0.98 | 0.90 | 1.27 | 1.08 | 1.09 | 1.75 | 1.75 | 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 |
|---|---|---|---|---|
| FEYTX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: CLASS T) |
-14.49%
Feb 2006 – Feb 2009 |
-1.40%
May 2007 – May 2012 |
4.16%
Feb 2006 – Feb 2016 |
4.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEYTX (FIDELITY ASSET MANAGER 85% FIDELITY ADVISOR ASSET MANAGER 85%: CLASS T) |
23.88%
Feb 2009 – Feb 2012 |
20.36%
Feb 2009 – Feb 2014 |
12.72%
Feb 2009 – Feb 2019 |
11.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart