Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FFAMX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS A) | 7.50% | 10.65% | 8.64% | 6.16% | 6.19% | 6.78% | NA | 5.96% |
Data as of 07/25/2025, AR inception is 10/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFAMX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS A) | 10/06/2005 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | 10.65 | 8.64 | 6.16 | 6.19 | 6.78 | NA | 5.96 | 7.50 | 8.14 | 12.76 | -15.20 | 9.54 | 14.37 | 17.91 | -5.69 | 13.76 | 6.07 | -0.75 | 5.18 | 13.58 | 11.05 | -1.02 | 12.91 | 30.57 | -27.99 | 6.03 | 8.21 | 1.32 |
| Sharpe Ratio | NA | 0.52 | 0.63 | 0.44 | 0.48 | NA | NA | 0.45 | 0.83 | 0.63 | 1.22 | -1.26 | 1.35 | 0.84 | 2.86 | -0.91 | 3.79 | 0.83 | -0.11 | 0.88 | 2.18 | 1.79 | -0.09 | 1.31 | 2.07 | -1.39 | 0.37 | 0.85 | 0.42 |
| Standard Deviation(%) | NA | 9.78 | 9.27 | 9.28 | 9.31 | NA | NA | 10.04 | 11.28 | 7.16 | 7.51 | 13.20 | 7.04 | 16.65 | 5.76 | 7.79 | 3.47 | 7.03 | 7.27 | 5.89 | 6.22 | 6.18 | 11.92 | 9.75 | 14.75 | 20.75 | 7.81 | 5.63 | 7.11 |
| Draw Down(%) | NA | 9.33 | 11.46 | 20.78 | 21.31 | NA | NA | 38.04 | 9.23 | 3.84 | 7.80 | 20.07 | 3.34 | 21.31 | 2.78 | 11.22 | 1.27 | 6.38 | 8.26 | 4.35 | 5.28 | 5.19 | 12.11 | 7.80 | 13.54 | 36.15 | 5.33 | 4.30 | 2.83 |
| Yield(%) | 0.00 | 3.05 | 3.90 | 3.40 | 3.88 | 4.66 | 4.26 | 4.48 | 0.30 | 3.80 | 2.11 | 5.16 | 2.83 | 2.37 | 4.46 | 4.44 | 4.38 | 1.87 | 5.13 | 8.03 | 6.65 | 1.45 | 1.64 | 1.44 | 2.56 | 2.47 | 9.81 | 7.70 | 1.37 |
Data as of 07/25/2025, AR inception is 10/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFAMX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS A) |
-9.04%
Feb 2006 - Feb 2009 |
1.66%
May 2007 - May 2012 |
4.20%
Feb 2006 - Feb 2016 |
4.17%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFAMX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS A) |
18.79%
Feb 2009 - Feb 2012 |
15.17%
Feb 2009 - Feb 2014 |
9.63%
Feb 2009 - Feb 2019 |
8.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart