Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPTHX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio – Series 2037) | 8.78% | 19.95% | 15.03% | 6.28% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPTHX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio – Series 2037) | 12/27/2017 | 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 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 19.95 | 15.03 | 6.28 | NA | NA | NA | … | … | 8.78 | 18.29 | 10.94 | 15.45 | -18.44 | 14.07 | 16.28 | 26.68 | -9.75 | 0.10 |
| Sharpe Ratio | NA | 1.87 | 1.10 | 0.29 | NA | NA | NA | … | … | 1.56 | 1.30 | 0.45 | 1.10 | -1.01 | 1.21 | 0.57 | 2.30 | -0.75 | 2.23 |
| Standard Deviation(%) | NA | 9.63 | 10.90 | 13.17 | NA | NA | NA | … | … | 12.25 | 12.08 | 9.74 | 10.30 | 19.72 | 11.62 | 27.86 | 10.98 | 14.71 | 5.58 |
| Draw Down(%) | NA | 7.68 | 11.92 | 27.39 | NA | NA | NA | … | … | 7.68 | 11.92 | 5.94 | 10.11 | 25.92 | 5.84 | 32.03 | 5.91 | 19.63 | 0.20 |
| 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 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPTHX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio – Series 2037) |
0.50%
Apr 2021 – Apr 2024 |
4.37%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPTHX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio – Series 2037) |
18.88%
Dec 2018 – Dec 2021 |
11.98%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart