Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FFANX (FIDELITY ASSET MANAGER 40% FIDELITY ASSET MANAGER 40%) | 5.69% | 7.50% | 8.12% | 5.22% | 5.49% | 6.32% | NA | 5.30% |
Data as of 07/18/2025, AR inception is 10/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFANX (FIDELITY ASSET MANAGER 40% FIDELITY ASSET MANAGER 40%) | 10/18/2007 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 7.50 | 8.12 | 5.22 | 5.49 | 6.32 | NA | 5.30 | 5.69 | 7.40 | 11.52 | -13.62 | 8.03 | 13.10 | 15.82 | -4.06 | 11.78 | 6.00 | -0.29 | 5.13 | 11.09 | 10.23 | 0.49 | 11.78 | 25.95 | -23.20 | -1.93 |
| Sharpe Ratio | NA | 0.53 | 0.60 | 0.42 | 0.53 | NA | NA | 0.50 | 0.83 | 0.61 | 1.19 | -1.36 | 1.37 | 0.95 | 3.14 | -0.88 | 3.75 | 1.00 | -0.06 | 1.09 | 2.14 | 2.14 | 0.05 | 1.52 | 2.28 | -1.49 | -1.54 |
| Standard Deviation(%) | NA | 8.08 | 7.94 | 7.82 | 7.69 | NA | NA | 8.34 | 9.28 | 6.20 | 6.65 | 11.07 | 5.84 | 13.54 | 4.56 | 6.20 | 2.98 | 5.79 | 5.81 | 4.70 | 5.16 | 4.81 | 9.40 | 7.69 | 11.36 | 16.21 | 7.61 |
| Draw Down(%) | NA | 7.55 | 10.17 | 18.52 | 18.52 | NA | NA | 31.69 | 7.37 | 3.16 | 6.68 | 17.94 | 2.87 | 18.12 | 2.07 | 8.55 | 1.16 | 5.01 | 6.83 | 3.35 | 4.71 | 3.68 | 9.14 | 5.77 | 11.29 | 29.96 | 3.90 |
| Yield(%) | 0.00 | 2.13 | 3.66 | 3.16 | 3.43 | 4.20 | 3.11 | 3.66 | 0.48 | 2.95 | 2.71 | 4.70 | 2.49 | 2.59 | 4.10 | 4.18 | 3.27 | 1.93 | 3.08 | 4.52 | 4.22 | 2.98 | 2.67 | 4.55 | 3.06 | 2.27 | 0.67 |
Data as of 07/18/2025, AR inception is 10/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFANX (FIDELITY ASSET MANAGER 40% FIDELITY ASSET MANAGER 40%) |
0.43%
Apr 2021 - Apr 2024 |
2.87%
Sep 2017 - Sep 2022 |
4.15%
Oct 2013 - Oct 2023 |
4.51%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFANX (FIDELITY ASSET MANAGER 40% FIDELITY ASSET MANAGER 40%) |
16.70%
Feb 2009 - Feb 2012 |
13.45%
Feb 2009 - Feb 2014 |
8.73%
Feb 2009 - Feb 2019 |
7.69%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart