Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIQAX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS Z) | 10.04% | 22.62% | 14.73% | 7.19% | 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 |
|---|---|---|
| FIQAX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: 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 (%) | 0.32 | 22.62 | 14.73 | 7.19 | NA | NA | NA | … | … | 10.04 | 16.70 | 9.53 | 14.82 | -16.13 | 12.00 | 16.13 | 20.75 | -12.13 |
| Sharpe Ratio | NA | 2.25 | 1.21 | 0.44 | NA | NA | NA | … | … | 1.99 | 1.27 | 0.72 | 1.33 | -1.15 | 1.43 | 0.79 | 2.78 | -2.79 |
| Standard Deviation(%) | NA | 9.14 | 9.68 | 10.77 | NA | NA | NA | … | … | 11.41 | 10.96 | 8.15 | 8.48 | 15.35 | 8.39 | 20.01 | 6.94 | 15.99 |
| Draw Down(%) | NA | 7.05 | 10.95 | 22.36 | NA | NA | NA | … | … | 7.05 | 10.95 | 4.77 | 8.54 | 21.65 | 3.88 | 24.37 | 3.50 | 12.52 |
| Yield(%) | 0.00 | 6.28 | 4.41 | 3.59 | 2.88 | 1.92 | 1.44 | … | … | 0.00 | 6.57 | 3.62 | 2.26 | 3.63 | 2.90 | 2.20 | 4.88 | 0.00 |
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 |
|---|---|---|---|---|
| FIQAX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS Z) |
1.17%
Apr 2021 – Apr 2024 |
5.65%
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 |
|---|---|---|---|---|
| FIQAX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS Z) |
16.24%
Dec 2018 – Dec 2021 |
9.75%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart