Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPAEX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2025) | NA | 8.49% | 7.16% | 2.79% | NA | NA | NA | … | … |
Data as of 12/23/2025, Common starting date is 06/21/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPAEX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2025) | 06/21/2019 | 12/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.49 | 7.16 | 2.79 | NA | NA | NA | … | … | 8.53 | 4.77 | 8.28 | -12.65 | 5.46 | 11.04 | 5.23 |
| Sharpe Ratio | NA | 1.52 | 0.84 | 0.08 | NA | NA | NA | … | … | 1.59 | -0.42 | 0.77 | -1.59 | 1.14 | 0.92 | 2.01 |
| Standard Deviation(%) | NA | 3.66 | 4.49 | 5.69 | NA | NA | NA | … | … | 3.68 | 4.36 | 5.29 | 8.85 | 4.76 | 11.70 | 4.44 |
| Draw Down(%) | NA | 2.68 | 4.77 | 17.61 | NA | NA | NA | … | … | 2.68 | 2.41 | 4.77 | 16.56 | 2.68 | 15.84 | 2.34 |
| 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 |
Data as of 12/23/2025, Common starting date is 06/21/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPAEX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2025) |
-1.01%
Apr 2021 – Apr 2024 |
3.10%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPAEX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2025) |
8.37%
Sep 2022 – Sep 2025 |
5.64%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart