Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPUIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Limited Term Bond Portfolio) | 0.59% | 4.30% | 5.26% | 2.02% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/21/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPUIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Limited Term Bond Portfolio) | 06/21/2019 | 06/03/2026 |
| 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 (%) | 0.00 | 4.30 | 5.26 | 2.02 | NA | NA | NA | … | … | 0.59 | 6.44 | 4.62 | 5.93 | -6.17 | -1.39 | 4.87 | 1.88 |
| Sharpe Ratio | NA | 0.95 | 0.93 | -0.18 | NA | NA | NA | … | … | -0.41 | 1.79 | -0.84 | 0.51 | -2.26 | -0.99 | 1.45 | 1.33 |
| Standard Deviation(%) | NA | 1.89 | 2.32 | 2.65 | NA | NA | NA | … | … | 2.02 | 2.04 | 2.34 | 3.32 | 3.36 | 1.43 | 3.19 | 1.79 |
| Draw Down(%) | NA | 1.35 | 1.35 | 9.56 | NA | NA | NA | … | … | 1.35 | 1.12 | 1.13 | 1.92 | 8.38 | 1.65 | 6.39 | 0.95 |
| 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 06/03/2026, 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 |
|---|---|---|---|---|
| FPUIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Limited Term Bond Portfolio) |
-1.57%
Oct 2019 – Oct 2022 |
1.42%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPUIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Limited Term Bond Portfolio) |
6.12%
Oct 2022 – Oct 2025 |
2.15%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart