Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHLSX (Fidelity Health Savings Fund) | 6.86% | 14.98% | 10.48% | 4.26% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHLSX (Fidelity Health Savings Fund) | 03/16/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 14.98 | 10.48 | 4.26 | NA | NA | NA | … | … | 6.86 | 12.15 | 6.93 | 9.70 | -14.89 | 5.37 | 22.81 |
| Sharpe Ratio | NA | 2.24 | 1.21 | 0.27 | NA | NA | NA | … | … | 2.00 | 1.45 | 0.62 | 0.97 | -1.77 | 1.16 | 3.62 |
| Standard Deviation(%) | NA | 5.71 | 6.21 | 6.72 | NA | NA | NA | … | … | 7.31 | 6.42 | 5.34 | 6.25 | 9.23 | 4.60 | 8.05 |
| Draw Down(%) | NA | 4.43 | 6.66 | 19.18 | NA | NA | NA | … | … | 4.43 | 6.24 | 2.65 | 6.66 | 18.58 | 3.04 | 3.53 |
| Yield(%) | 0.00 | 3.09 | 3.12 | 2.82 | 1.97 | 1.32 | 0.99 | … | … | 0.52 | 3.21 | 3.02 | 2.96 | 3.06 | 2.78 | 2.09 |
Data as of 06/04/2026, Common starting date is 03/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHLSX (Fidelity Health Savings Fund) |
-1.54%
Oct 2020 – Oct 2023 |
3.36%
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 |
|---|---|---|---|---|
| FHLSX (Fidelity Health Savings Fund) |
10.61%
May 2023 – May 2026 |
4.55%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart