Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIKZX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS Z) | 8.76% | 19.92% | 13.16% | 6.35% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIKZX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS Z) | 10/05/2018 | 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 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 19.92 | 13.16 | 6.35 | NA | NA | NA | … | … | 8.76 | 15.04 | 8.59 | 13.17 | -14.90 | 9.98 | 14.79 | 18.33 | -9.58 |
| Sharpe Ratio | NA | 2.25 | 1.21 | 0.42 | NA | NA | NA | … | … | 1.95 | 1.31 | 0.69 | 1.28 | -1.24 | 1.41 | 0.87 | 2.93 | -2.90 |
| Standard Deviation(%) | NA | 7.92 | 8.40 | 9.29 | NA | NA | NA | … | … | 9.92 | 9.29 | 7.18 | 7.52 | 13.20 | 7.06 | 16.64 | 5.75 | 12.78 |
| Draw Down(%) | NA | 6.17 | 9.27 | 20.48 | NA | NA | NA | … | … | 6.17 | 9.23 | 3.83 | 7.70 | 19.81 | 3.29 | 21.28 | 2.72 | 9.91 |
| Yield(%) | 0.00 | 7.86 | 5.24 | 4.41 | 3.50 | 2.33 | 1.75 | … | … | 0.32 | 8.21 | 4.19 | 2.50 | 5.49 | 3.22 | 2.76 | 4.87 | 1.11 |
Data as of 06/04/2026, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIKZX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS Z) |
0.80%
Apr 2021 – Apr 2024 |
5.12%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIKZX (FIDELITY ASSET MANAGER 50% FIDELITY ADVISOR ASSET MANAGER 50%: CLASS Z) |
14.32%
Dec 2018 – Dec 2021 |
8.44%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart