Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FFNIX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS I) | 5.45% | 6.72% | 6.78% | 4.35% | 4.94% | 5.89% | NA | 4.93% |
Data as of 07/11/2025, AR inception is 10/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFNIX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS I) | 10/18/2007 | 07/11/2025 |
| 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 (%) | -0.51 | 6.72 | 6.78 | 4.35 | 4.94 | 5.89 | NA | 4.93 | 5.45 | 7.19 | 11.47 | -16.35 | 7.13 | 11.82 | 15.84 | -4.10 | 11.75 | 5.96 | -0.34 | 5.10 | 11.04 | 10.16 | 0.46 | 11.78 | 25.95 | -23.28 | -1.83 |
| Sharpe Ratio | NA | 0.43 | 0.42 | 0.28 | 0.46 | NA | NA | 0.46 | 0.81 | 0.10 | 1.10 | -1.58 | 1.23 | 0.85 | 3.16 | -0.87 | 3.82 | 1.01 | -0.06 | 1.09 | 2.13 | 2.15 | 0.05 | 1.52 | 2.27 | -1.49 | -1.44 |
| Standard Deviation(%) | NA | 8.21 | 8.06 | 7.89 | 7.72 | NA | NA | 8.35 | 9.47 | 6.23 | 6.61 | 11.29 | 5.78 | 13.50 | 4.56 | 6.24 | 2.93 | 5.71 | 5.86 | 4.67 | 5.17 | 4.73 | 9.41 | 7.70 | 11.37 | 16.19 | 7.66 |
| Draw Down(%) | NA | 7.73 | 10.19 | 19.28 | 19.28 | NA | NA | 31.69 | 7.44 | 3.17 | 6.69 | 17.98 | 2.80 | 18.18 | 2.07 | 8.56 | 1.16 | 5.01 | 6.91 | 3.36 | 4.71 | 3.69 | 9.24 | 5.77 | 11.29 | 30.03 | 3.90 |
| Yield(%) | 0.00 | 2.00 | 2.55 | 2.12 | 2.82 | 3.68 | 2.76 | 3.25 | 0.47 | 2.82 | 2.66 | 1.97 | 1.60 | 1.44 | 4.03 | 4.14 | 3.24 | 1.89 | 3.03 | 4.50 | 4.17 | 2.91 | 2.64 | 4.55 | 3.06 | 2.27 | 0.67 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| FFNIX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS I) |
-0.96%
Apr 2021 - Apr 2024 |
2.17%
Dec 2017 - Dec 2022 |
3.59%
Oct 2013 - Oct 2023 |
4.12%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFNIX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS I) |
16.72%
Feb 2009 - Feb 2012 |
13.40%
Feb 2009 - Feb 2014 |
8.71%
Feb 2009 - Feb 2019 |
7.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart