Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMSDX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND FIDELITY MULTI-ASSET INCOME FUND) | 7.41% | 19.57% | 12.72% | 6.33% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMSDX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND FIDELITY MULTI-ASSET INCOME FUND) | 02/27/2018 | 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 (%) | -0.96 | 19.57 | 12.72 | 6.33 | NA | NA | NA | … | … | 7.41 | 14.11 | 9.96 | 11.76 | -12.82 | 17.80 | 16.55 | 23.14 | -1.76 |
| Sharpe Ratio | NA | 1.99 | 1.08 | 0.43 | NA | NA | NA | … | … | 1.74 | 0.96 | 0.81 | 1.04 | -1.21 | 2.08 | 0.91 | 3.05 | -0.55 |
| Standard Deviation(%) | NA | 9.89 | 9.57 | 9.79 | NA | NA | NA | … | … | 11.09 | 11.70 | 7.82 | 7.87 | 11.83 | 8.55 | 17.83 | 7.11 | 6.37 |
| Draw Down(%) | NA | 6.47 | 13.16 | 17.49 | NA | NA | NA | … | … | 6.47 | 12.17 | 4.85 | 6.29 | 16.96 | 3.51 | 21.64 | 3.23 | 7.55 |
| Yield(%) | 0.00 | 3.69 | 4.23 | 3.70 | 3.88 | 2.59 | 1.94 | … | … | 1.10 | 4.17 | 4.07 | 4.54 | 3.93 | 3.69 | 3.78 | 3.36 | 2.47 |
Data as of 06/04/2026, Common starting date is 02/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMSDX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND FIDELITY MULTI-ASSET INCOME FUND) |
1.82%
Apr 2021 – Apr 2024 |
6.56%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMSDX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND FIDELITY MULTI-ASSET INCOME FUND) |
19.13%
Dec 2018 – Dec 2021 |
10.65%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart