Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPAIX (Fidelity Advisor 529 College Portfolio) | 3.07% | 7.90% | 6.68% | 2.59% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/21/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPAIX (Fidelity Advisor 529 College Portfolio) | 06/21/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 7.90 | 6.68 | 2.59 | NA | NA | NA | … | … | 3.07 | 8.93 | 4.13 | 6.80 | -9.38 | 2.16 | 7.22 | 3.21 |
| Sharpe Ratio | NA | 1.80 | 0.91 | 0.03 | NA | NA | NA | … | … | 1.33 | 1.72 | 0.13 | 0.70 | -1.77 | 0.78 | 1.38 | 2.19 |
| Standard Deviation(%) | NA | 3.16 | 3.95 | 4.39 | NA | NA | NA | … | … | 3.80 | 3.60 | 3.92 | 4.53 | 6.14 | 2.74 | 5.03 | 2.24 |
| Draw Down(%) | NA | 2.49 | 3.78 | 13.54 | NA | NA | NA | … | … | 2.49 | 2.56 | 2.29 | 3.78 | 12.75 | 1.94 | 7.97 | 0.76 |
| 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 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FPAIX (Fidelity Advisor 529 College Portfolio) |
-1.19%
Oct 2020 – Oct 2023 |
2.00%
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 |
|---|---|---|---|---|
| FPAIX (Fidelity Advisor 529 College Portfolio) |
7.38%
Oct 2022 – Oct 2025 |
3.22%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart