Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPPIX (Fidelity Advisor 529 Stock Selector Mid Cap Portfolio) | 18.94% | 31.54% | 18.26% | 8.61% | 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 |
|---|---|---|
| FPPIX (Fidelity Advisor 529 Stock Selector Mid Cap 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 (%) | 1.83 | 31.54 | 18.26 | 8.61 | NA | NA | NA | … | … | 18.94 | 10.20 | 12.81 | 16.65 | -13.96 | 22.79 | 12.86 | 8.25 |
| Sharpe Ratio | NA | 1.71 | 0.83 | 0.30 | NA | NA | NA | … | … | 2.42 | 0.46 | 0.39 | 0.72 | -0.58 | 1.32 | 0.32 | 1.20 |
| Standard Deviation(%) | NA | 16.08 | 18.19 | 19.98 | NA | NA | NA | … | … | 18.37 | 21.25 | 16.03 | 17.41 | 26.40 | 17.29 | 39.82 | 12.54 |
| Draw Down(%) | NA | 8.71 | 22.91 | 24.16 | NA | NA | NA | … | … | 8.71 | 21.26 | 8.41 | 14.47 | 23.57 | 8.99 | 41.61 | 7.52 |
| 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 |
|---|---|---|---|---|
| FPPIX (Fidelity Advisor 529 Stock Selector Mid Cap Portfolio) |
1.79%
Apr 2021 – Apr 2024 |
7.14%
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 |
|---|---|---|---|---|
| FPPIX (Fidelity Advisor 529 Stock Selector Mid Cap Portfolio) |
21.75%
Mar 2020 – Mar 2023 |
16.95%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
