Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FJTHX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio – Series 2037) | 9.13% | 20.91% | 15.92% | 7.08% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FJTHX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio – Series 2037) | 12/27/2017 | 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 20.91 | 15.92 | 7.08 | NA | NA | NA | … | … | 9.13 | 19.10 | 11.73 | 16.36 | -17.83 | 14.93 | 17.15 | 27.57 | -9.05 | 0.10 |
| Sharpe Ratio | NA | 1.96 | 1.18 | 0.35 | NA | NA | NA | … | … | 1.64 | 1.36 | 0.54 | 1.18 | -0.98 | 1.28 | 0.61 | 2.37 | -0.70 | 2.23 |
| Standard Deviation(%) | NA | 9.64 | 10.91 | 13.19 | NA | NA | NA | … | … | 12.25 | 12.13 | 9.69 | 10.32 | 19.72 | 11.66 | 27.83 | 11.03 | 14.72 | 5.58 |
| Draw Down(%) | NA | 7.66 | 11.87 | 26.87 | NA | NA | NA | … | … | 7.66 | 11.87 | 5.84 | 9.91 | 25.48 | 5.80 | 31.97 | 5.85 | 19.07 | 0.20 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FJTHX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio – Series 2037) |
1.26%
Apr 2021 – Apr 2024 |
5.17%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FJTHX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio – Series 2037) |
19.76%
Dec 2018 – Dec 2021 |
12.81%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart