Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPQIX (Fidelity Advisor 529 Small Cap Portfolio) | 19.70% | 39.34% | 19.79% | 9.17% | 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 |
|---|---|---|
| FPQIX (Fidelity Advisor 529 Small 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 (%) | 0.43 | 39.34 | 19.79 | 9.17 | NA | NA | NA | … | … | 19.70 | 14.62 | 11.23 | 17.96 | -20.59 | 31.28 | 17.23 | 9.33 |
| Sharpe Ratio | NA | 2.08 | 0.84 | 0.29 | NA | NA | NA | … | … | 2.48 | 0.55 | 0.26 | 0.74 | -0.78 | 1.61 | 0.46 | 1.29 |
| Standard Deviation(%) | NA | 17.64 | 19.59 | 21.47 | NA | NA | NA | … | … | 19.47 | 21.84 | 18.42 | 18.68 | 28.37 | 19.43 | 36.91 | 13.32 |
| Draw Down(%) | NA | 9.34 | 26.29 | 32.37 | NA | NA | NA | … | … | 9.34 | 23.16 | 9.39 | 14.74 | 29.81 | 9.88 | 39.81 | 6.88 |
| 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 |
|---|---|---|---|---|
| FPQIX (Fidelity Advisor 529 Small Cap Portfolio) |
1.13%
Apr 2021 – Apr 2024 |
6.90%
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 |
|---|---|---|---|---|
| FPQIX (Fidelity Advisor 529 Small Cap Portfolio) |
20.48%
Mar 2020 – Mar 2023 |
15.40%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart