Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFNTX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS T) | 6.47% | 16.19% | 10.59% | 3.98% | 5.76% | 5.38% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFNTX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS T) | 10/18/2007 | 06/03/2026 |
| 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 (%) | 0.27 | 16.19 | 10.59 | 3.98 | 5.76 | 5.38 | NA | … | … | 6.47 | 12.64 | 6.79 | 10.93 | -16.76 | 6.60 | 11.28 | 15.25 | -4.65 | 11.05 | 5.47 | -0.95 | 4.64 | 10.37 | 9.64 | -0.01 | 11.39 | 25.33 | -23.65 | -1.94 |
| Sharpe Ratio | NA | 2.09 | 1.07 | 0.18 | 0.54 | NA | NA | … | … | 1.66 | 1.28 | 0.51 | 1.10 | -1.62 | 1.14 | 0.81 | 3.00 | -0.98 | 3.68 | 0.92 | -0.17 | 0.99 | 1.98 | 1.97 | 0.00 | 1.49 | 2.20 | -1.52 | -1.54 |
| Standard Deviation(%) | NA | 6.62 | 7.13 | 7.90 | 7.74 | NA | NA | … | … | 8.34 | 7.64 | 6.21 | 6.65 | 11.25 | 5.79 | 13.59 | 4.59 | 6.20 | 2.83 | 5.68 | 5.80 | 4.68 | 5.21 | 4.90 | 9.36 | 7.60 | 11.48 | 16.10 | 7.65 |
| Draw Down(%) | NA | 5.27 | 7.75 | 19.64 | 19.64 | NA | NA | … | … | 5.27 | 7.51 | 3.13 | 6.82 | 18.29 | 2.81 | 18.21 | 2.07 | 9.04 | 1.17 | 5.02 | 7.06 | 3.49 | 4.72 | 3.91 | 9.36 | 5.88 | 11.42 | 30.39 | 3.90 |
| Yield(%) | 0.00 | 3.31 | 2.77 | 2.01 | 2.52 | 2.84 | 2.50 | … | … | 0.00 | 3.74 | 2.43 | 2.15 | 1.55 | 1.07 | 0.94 | 3.45 | 3.58 | 2.67 | 1.31 | 2.51 | 3.95 | 3.65 | 2.40 | 2.17 | 4.18 | 2.50 | 1.85 | 0.56 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| FFNTX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS T) |
-1.45%
Apr 2021 – Apr 2024 |
1.65%
Dec 2017 – Dec 2022 |
3.04%
Oct 2013 – Oct 2023 |
3.60%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFNTX (FIDELITY ASSET MANAGER 40% FIDELITY ADVISOR ASSET MANAGER 40%: CLASS T) |
16.23%
Feb 2009 – Feb 2012 |
12.89%
Feb 2009 – Feb 2014 |
8.16%
Feb 2009 – Feb 2019 |
6.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart