Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFTMX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS T) | 8.07% | 19.30% | 12.32% | 4.54% | 6.64% | 6.13% | 5.64% | … | … |
Data as of 06/03/2026, Common starting date is 10/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFTMX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS T) | 10/06/2005 | 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 19.30 | 12.32 | 4.54 | 6.64 | 6.13 | 5.64 | … | … | 8.07 | 14.31 | 7.95 | 12.50 | -19.04 | 7.73 | 12.79 | 17.56 | -5.88 | 13.42 | 5.79 | -0.96 | 4.85 | 13.31 | 10.87 | -1.26 | 12.75 | 30.12 | -28.17 | 5.80 | 8.17 | 1.32 |
| Sharpe Ratio | NA | 2.14 | 1.11 | 0.21 | 0.54 | NA | NA | … | … | 1.82 | 1.23 | 0.60 | 1.19 | -1.52 | 1.08 | 0.75 | 2.79 | -0.93 | 3.68 | 0.79 | -0.14 | 0.83 | 2.14 | 1.77 | -0.11 | 1.30 | 2.05 | -1.40 | 0.34 | 0.84 | 0.42 |
| Standard Deviation(%) | NA | 7.89 | 8.41 | 9.41 | 9.38 | NA | NA | … | … | 9.88 | 9.32 | 7.17 | 7.51 | 13.54 | 7.15 | 16.69 | 5.78 | 7.85 | 3.48 | 7.09 | 7.23 | 5.85 | 6.20 | 6.15 | 11.92 | 9.71 | 14.67 | 20.72 | 7.80 | 5.66 | 7.11 |
| Draw Down(%) | NA | 6.23 | 9.40 | 22.03 | 22.03 | NA | NA | … | … | 6.23 | 9.29 | 3.84 | 7.81 | 20.18 | 3.34 | 21.33 | 2.78 | 11.45 | 1.27 | 6.50 | 8.39 | 4.43 | 5.28 | 5.18 | 12.16 | 7.80 | 13.63 | 36.27 | 5.28 | 4.30 | 2.83 |
| Yield(%) | 0.00 | 7.08 | 4.50 | 2.83 | 3.41 | 3.88 | 3.93 | … | … | 0.00 | 7.56 | 3.55 | 1.85 | 1.43 | 1.08 | 0.84 | 4.19 | 4.19 | 4.11 | 1.60 | 4.86 | 7.75 | 6.41 | 1.20 | 1.40 | 1.29 | 2.25 | 2.25 | 9.58 | 7.66 | 1.37 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| FFTMX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS T) |
-9.22%
Feb 2006 – Feb 2009 |
1.44%
May 2007 – May 2012 |
3.46%
Oct 2013 – Oct 2023 |
3.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFTMX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS T) |
18.54%
Feb 2009 – Feb 2012 |
14.92%
Feb 2009 – Feb 2014 |
9.37%
Feb 2009 – Feb 2019 |
7.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart