Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOTTX (Fidelity 130/30 Large Cap) | NA | 32.98% | 13.39% | -2.20% | NA | NA | NA | … | … |
Data as of 06/24/2013, Common starting date is 04/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOTTX (Fidelity 130/30 Large Cap) | 04/07/2008 | 06/24/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.88 | 32.98 | 13.39 | -2.20 | NA | NA | NA | … | … | 15.88 | 13.93 | -3.77 | 9.70 | 3.64 | -37.46 |
| Sharpe Ratio | NA | 2.23 | 0.65 | -0.09 | NA | NA | NA | … | … | 2.47 | 1.00 | -0.14 | 0.43 | 0.15 | -1.11 |
| Standard Deviation(%) | NA | 14.00 | 20.64 | 26.65 | NA | NA | NA | … | … | 14.70 | 14.01 | 27.81 | 22.33 | 24.04 | 42.73 |
| Draw Down(%) | NA | 6.15 | 25.43 | 53.01 | NA | NA | NA | … | … | 4.51 | 12.66 | 25.43 | 18.12 | 26.57 | 50.78 |
| Yield(%) | 0.00 | 0.85 | 0.35 | 0.32 | 0.16 | 0.11 | 0.08 | … | … | 0.00 | 0.83 | 0.10 | 0.00 | 0.95 | 0.35 |
Data as of 06/24/2013, Common starting date is 04/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOTTX (Fidelity 130/30 Large Cap) |
-10.03%
Sep 2008 – Sep 2011 |
-2.46%
May 2008 – May 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOTTX (Fidelity 130/30 Large Cap) |
13.81%
May 2010 – May 2013 |
-2.46%
May 2008 – May 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart