Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHLKX (Fidelity Health Savings Fund Class K) | 5.08% | 13.05% | 9.93% | 4.00% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/09/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHLKX (Fidelity Health Savings Fund Class K) | 03/09/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | 13.05 | 9.93 | 4.00 | NA | NA | NA | … | … | 5.08 | 12.17 | 7.06 | 9.82 | -14.79 | 5.49 | 13.69 |
| Sharpe Ratio | NA | 2.22 | 1.22 | 0.28 | NA | NA | NA | … | … | 2.02 | 1.44 | 0.64 | 1.01 | -1.76 | 1.19 | 1.66 |
| Standard Deviation(%) | NA | 5.81 | 6.24 | 6.72 | NA | NA | NA | … | … | 7.41 | 6.45 | 5.39 | 6.18 | 9.22 | 4.61 | 10.13 |
| Draw Down(%) | NA | 4.42 | 6.64 | 19.09 | NA | NA | NA | … | … | 4.42 | 6.14 | 2.73 | 6.64 | 18.51 | 3.02 | 10.63 |
| Yield(%) | 0.00 | 3.19 | 3.23 | 2.92 | 1.88 | 1.25 | 0.94 | … | … | 0.55 | 3.32 | 3.15 | 3.07 | 3.17 | 2.90 | 1.80 |
Data as of 06/05/2026, Common starting date is 03/09/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHLKX (Fidelity Health Savings Fund Class K) |
-1.43%
Oct 2020 – Oct 2023 |
3.46%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHLKX (Fidelity Health Savings Fund Class K) |
10.72%
May 2023 – May 2026 |
4.67%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart