Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPDIX (Fidelity Advisor 529 Aggressive Growth Portfolio) | 13.07% | 29.10% | 21.60% | 10.73% | 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 |
|---|---|---|
| FPDIX (Fidelity Advisor 529 Aggressive Growth 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 (%) | 0.55 | 29.10 | 21.60 | 10.73 | NA | NA | NA | … | … | 13.07 | 25.03 | 17.02 | 20.26 | -18.02 | 17.60 | 18.10 | 9.28 |
| Sharpe Ratio | NA | 2.04 | 1.30 | 0.51 | NA | NA | NA | … | … | 1.84 | 1.35 | 0.86 | 1.28 | -0.85 | 1.40 | 0.59 | 1.60 |
| Standard Deviation(%) | NA | 13.22 | 14.29 | 16.13 | NA | NA | NA | … | … | 16.52 | 16.69 | 12.20 | 12.58 | 22.90 | 12.56 | 30.23 | 10.70 |
| Draw Down(%) | NA | 10.12 | 16.23 | 27.62 | NA | NA | NA | … | … | 10.12 | 16.23 | 8.47 | 10.88 | 26.37 | 6.51 | 32.81 | 6.18 |
| 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 |
|---|---|---|---|---|
| FPDIX (Fidelity Advisor 529 Aggressive Growth Portfolio) |
3.25%
Apr 2021 – Apr 2024 |
9.31%
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 |
|---|---|---|---|---|
| FPDIX (Fidelity Advisor 529 Aggressive Growth Portfolio) |
22.82%
Sep 2022 – Sep 2025 |
15.55%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart