Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPKIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Equity Income Portfolio) | 9.10% | 21.77% | 15.47% | 9.42% | 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 |
|---|---|---|
| FPKIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Equity Income 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 (%) | 0.58 | 21.77 | 15.47 | 9.42 | NA | NA | NA | … | … | 9.10 | 14.67 | 12.71 | 10.77 | -1.32 | 22.13 | 1.26 | 10.47 |
| Sharpe Ratio | NA | 1.76 | 1.04 | 0.52 | NA | NA | NA | … | … | 1.74 | 0.85 | 0.62 | 0.54 | -0.15 | 1.88 | 0.03 | 1.75 |
| Standard Deviation(%) | NA | 10.20 | 11.77 | 13.37 | NA | NA | NA | … | … | 10.72 | 14.13 | 9.98 | 12.15 | 18.18 | 11.75 | 33.96 | 11.19 |
| Draw Down(%) | NA | 7.44 | 13.20 | 15.73 | NA | NA | NA | … | … | 7.44 | 11.11 | 7.25 | 9.89 | 15.73 | 6.44 | 36.61 | 6.39 |
| 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 |
|---|---|---|---|---|
| FPKIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Equity Income Portfolio) |
5.92%
Sep 2019 – Sep 2022 |
8.78%
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 |
|---|---|---|---|---|
| FPKIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Equity Income Portfolio) |
19.01%
Mar 2020 – Mar 2023 |
16.81%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart