Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFIMX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS I) | 8.68% | 19.79% | 13.01% | 6.22% | 7.95% | 7.24% | 6.57% | … | … |
Data as of 06/04/2026, Common starting date is 10/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFIMX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS I) | 10/06/2005 | 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 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 19.79 | 13.01 | 6.22 | 7.95 | 7.24 | 6.57 | … | … | 8.68 | 14.94 | 8.40 | 13.09 | -14.98 | 9.85 | 14.65 | 18.24 | -5.42 | 14.05 | 6.32 | -0.47 | 5.44 | 13.93 | 11.32 | -0.72 | 13.46 | 30.99 | -27.78 | 6.27 | 8.33 | 1.32 |
| Sharpe Ratio | NA | 2.25 | 1.19 | 0.40 | 0.68 | NA | NA | … | … | 1.95 | 1.31 | 0.66 | 1.26 | -1.25 | 1.40 | 0.86 | 2.92 | -0.87 | 3.95 | 0.86 | -0.07 | 0.93 | 2.22 | 1.83 | -0.06 | 1.37 | 2.09 | -1.38 | 0.40 | 0.88 | 0.42 |
| Standard Deviation(%) | NA | 7.87 | 8.38 | 9.29 | 9.31 | NA | NA | … | … | 9.84 | 9.25 | 7.20 | 7.54 | 13.22 | 7.03 | 16.70 | 5.75 | 7.82 | 3.41 | 7.07 | 7.22 | 5.85 | 6.25 | 6.21 | 11.87 | 9.74 | 14.79 | 20.72 | 7.75 | 5.62 | 7.11 |
| Draw Down(%) | NA | 6.16 | 9.30 | 20.60 | 21.26 | NA | NA | … | … | 6.16 | 9.23 | 3.83 | 7.71 | 19.91 | 3.33 | 21.26 | 2.77 | 11.01 | 1.26 | 6.43 | 8.19 | 4.34 | 5.27 | 5.12 | 11.99 | 7.72 | 13.53 | 35.95 | 5.27 | 4.30 | 2.83 |
| Yield(%) | 0.00 | 7.70 | 5.11 | 4.30 | 4.81 | 5.07 | 4.89 | … | … | 0.29 | 8.07 | 4.06 | 2.39 | 5.38 | 3.10 | 2.64 | 4.74 | 4.70 | 4.67 | 2.13 | 5.39 | 8.27 | 6.93 | 1.72 | 1.88 | 1.96 | 2.85 | 2.71 | 10.11 | 7.76 | 1.37 |
Data as of 06/04/2026, Common starting date is 10/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFIMX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS I) |
-8.81%
Feb 2006 – Feb 2009 |
2.02%
May 2007 – May 2012 |
4.49%
Feb 2006 – Feb 2016 |
4.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFIMX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS I) |
19.22%
Feb 2009 – Feb 2012 |
15.53%
Feb 2009 – Feb 2014 |
9.95%
Feb 2009 – Feb 2019 |
8.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart