Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPLIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Dividend Growth Portfolio) | 17.13% | 38.33% | 27.04% | 15.52% | 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 |
|---|---|---|
| FPLIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Dividend 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 (%) | 0.11 | 38.33 | 27.04 | 15.52 | NA | NA | NA | … | … | 17.13 | 23.01 | 28.45 | 16.95 | -12.16 | 27.75 | 1.82 | 11.58 |
| Sharpe Ratio | NA | 2.72 | 1.48 | 0.78 | NA | NA | NA | … | … | 2.72 | 1.04 | 1.50 | 1.07 | -0.67 | 2.07 | 0.04 | 1.53 |
| Standard Deviation(%) | NA | 13.50 | 16.28 | 16.56 | NA | NA | NA | … | … | 15.88 | 20.25 | 14.75 | 11.92 | 20.26 | 13.38 | 38.98 | 14.26 |
| Draw Down(%) | NA | 10.19 | 21.34 | 21.34 | NA | NA | NA | … | … | 10.19 | 21.34 | 9.87 | 8.33 | 20.36 | 5.25 | 38.41 | 9.47 |
| 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 |
|---|---|---|---|---|
| FPLIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Dividend Growth Portfolio) |
4.66%
Dec 2019 – Dec 2022 |
11.22%
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 |
|---|---|---|---|---|
| FPLIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Dividend Growth Portfolio) |
27.82%
May 2023 – May 2026 |
18.88%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart