Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFNAX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS A) | 4.97% | 14.24% | 10.28% | 4.62% | 6.37% | 5.93% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFNAX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS A) | 10/19/2007 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | 14.24 | 10.28 | 4.62 | 6.37 | 5.93 | NA | … | … | 4.97 | 12.83 | 7.02 | 11.27 | -13.89 | 7.72 | 12.75 | 15.56 | -4.46 | 11.42 | 5.78 | -0.67 | 4.93 | 10.65 | 9.88 | 0.24 | 11.94 | 25.56 | -23.37 | -1.09 |
| Sharpe Ratio | NA | 1.68 | 0.98 | 0.27 | 0.62 | NA | NA | … | … | 1.10 | 1.30 | 0.55 | 1.17 | -1.38 | 1.34 | 0.92 | 3.12 | -0.93 | 3.77 | 0.98 | -0.12 | 1.04 | 2.04 | 2.04 | 0.02 | 1.54 | 2.22 | -1.51 | -1.02 |
| Standard Deviation(%) | NA | 6.89 | 7.18 | 7.87 | 7.71 | NA | NA | … | … | 8.60 | 7.70 | 6.16 | 6.59 | 11.10 | 5.76 | 13.46 | 4.51 | 6.29 | 2.86 | 5.69 | 5.84 | 4.70 | 5.21 | 4.85 | 9.38 | 7.68 | 11.47 | 16.09 | 7.67 |
| Draw Down(%) | NA | 5.20 | 7.60 | 18.77 | 18.77 | NA | NA | … | … | 5.20 | 7.42 | 3.15 | 6.75 | 18.12 | 2.80 | 18.18 | 1.98 | 8.83 | 1.16 | 4.92 | 6.99 | 3.42 | 4.71 | 3.75 | 9.30 | 5.87 | 11.29 | 30.08 | 3.90 |
| Yield(%) | 0.00 | 3.48 | 3.02 | 2.91 | 3.37 | 3.57 | 3.11 | … | … | 0.00 | 4.01 | 2.67 | 2.39 | 4.42 | 2.19 | 2.28 | 3.76 | 3.85 | 2.94 | 1.62 | 2.78 | 4.23 | 3.91 | 2.65 | 2.42 | 4.59 | 2.72 | 2.07 | 0.63 |
Data as of 06/05/2026, Common starting date is 10/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFNAX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS A) |
0.12%
Apr 2021 – Apr 2024 |
2.53%
Sep 2017 – Sep 2022 |
3.83%
Oct 2013 – Oct 2023 |
4.23%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFNAX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS A) |
16.53%
Feb 2009 – Feb 2012 |
13.19%
Feb 2009 – Feb 2014 |
8.46%
Feb 2009 – Feb 2019 |
7.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart