Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFNCX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS C) | 6.63% | 15.49% | 10.15% | 3.40% | 5.24% | 4.91% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFNCX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS C) | 10/18/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 15.49 | 10.15 | 3.40 | 5.24 | 4.91 | NA | … | … | 6.63 | 11.56 | 5.49 | 10.38 | -17.21 | 6.03 | 10.71 | 14.61 | -5.10 | 10.63 | 4.89 | -1.43 | 4.07 | 9.88 | 9.05 | -0.47 | 10.84 | 24.66 | -23.98 | -2.05 |
| Sharpe Ratio | NA | 2.02 | 1.00 | 0.12 | 0.47 | NA | NA | … | … | 1.67 | 1.15 | -0.17 | 0.94 | -1.65 | 1.03 | 0.77 | 2.94 | -1.05 | 3.48 | 0.82 | -0.25 | 0.86 | 1.88 | 1.88 | -0.05 | 1.39 | 2.16 | -1.55 | -1.53 |
| Standard Deviation(%) | NA | 6.64 | 7.13 | 7.92 | 7.73 | NA | NA | … | … | 8.36 | 7.72 | 6.33 | 6.59 | 11.31 | 5.82 | 13.53 | 4.49 | 6.16 | 2.88 | 5.70 | 5.85 | 4.73 | 5.24 | 4.82 | 9.46 | 7.74 | 11.39 | 16.04 | 7.92 |
| Draw Down(%) | NA | 5.30 | 7.87 | 20.02 | 20.02 | NA | NA | … | … | 5.30 | 7.51 | 3.73 | 6.90 | 18.61 | 2.89 | 18.19 | 2.16 | 9.46 | 1.17 | 5.03 | 7.29 | 3.53 | 4.82 | 3.99 | 9.56 | 5.98 | 11.54 | 30.69 | 4.00 |
| Yield(%) | 0.00 | 2.87 | 2.26 | 1.54 | 1.96 | 2.28 | 2.01 | … | … | 0.00 | 3.17 | 1.89 | 1.60 | 1.14 | 0.57 | 0.40 | 2.91 | 3.13 | 2.15 | 0.83 | 2.03 | 3.48 | 3.17 | 1.94 | 1.71 | 3.79 | 1.94 | 1.35 | 0.45 |
Data as of 06/04/2026, Common starting date is 10/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFNCX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS C) |
-1.98%
Apr 2021 – Apr 2024 |
1.12%
Dec 2017 – Dec 2022 |
2.52%
Oct 2013 – Oct 2023 |
3.08%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFNCX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS C) |
15.67%
Feb 2009 – Feb 2012 |
12.34%
Feb 2009 – Feb 2014 |
7.63%
Feb 2009 – Feb 2019 |
6.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart