Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPSIX (Fidelity Advisor 529 Value Strategies Portfolio) | 19.54% | 38.90% | 18.35% | 10.25% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/21/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPSIX (Fidelity Advisor 529 Value Strategies Portfolio) | 06/21/2019 | 06/05/2026 |
| 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 (%) | -0.66 | 38.90 | 18.35 | 10.25 | NA | NA | NA | … | … | 19.54 | 9.75 | 9.08 | 19.76 | -7.30 | 32.69 | 8.07 | 10.30 |
| Sharpe Ratio | NA | 2.13 | 0.82 | 0.38 | NA | NA | NA | … | … | 2.79 | 0.31 | 0.16 | 0.85 | -0.34 | 1.84 | 0.18 | 1.41 |
| Standard Deviation(%) | NA | 17.04 | 18.45 | 20.12 | NA | NA | NA | … | … | 17.61 | 22.36 | 15.58 | 18.51 | 25.48 | 17.72 | 42.59 | 13.61 |
| Draw Down(%) | NA | 9.80 | 26.91 | 26.91 | NA | NA | NA | … | … | 9.80 | 23.23 | 9.60 | 15.62 | 21.58 | 8.23 | 44.90 | 7.79 |
| 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 06/05/2026, 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 |
|---|---|---|---|---|
| FPSIX (Fidelity Advisor 529 Value Strategies Portfolio) |
2.94%
Apr 2022 – Apr 2025 |
9.64%
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 |
|---|---|---|---|---|
| FPSIX (Fidelity Advisor 529 Value Strategies Portfolio) |
26.71%
Mar 2020 – Mar 2023 |
19.78%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart