Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPWIX (Fidelity Advisor 529 Portfolio 2022) | NA | -8.12% | 0.84% | NA | NA | NA | NA | … | … |
Data as of 12/27/2022, Common starting date is 06/21/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPWIX (Fidelity Advisor 529 Portfolio 2022) | 06/21/2019 | 12/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.12 | 0.84 | NA | NA | NA | NA | … | … | -8.35 | 3.07 | 8.74 | 4.14 |
| Sharpe Ratio | NA | -1.56 | 0.05 | NA | NA | NA | NA | … | … | -1.61 | 0.95 | 1.07 | 2.11 |
| Standard Deviation(%) | NA | 6.07 | 6.05 | NA | NA | NA | NA | … | … | 6.10 | 3.20 | 7.88 | 3.22 |
| Draw Down(%) | NA | 13.05 | 13.91 | NA | NA | NA | NA | … | … | 13.05 | 2.22 | 11.75 | 1.51 |
| Yield(%) | 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 12/27/2022, 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 |
|---|---|---|---|---|
| FPWIX (Fidelity Advisor 529 Portfolio 2022) |
0.16%
Oct 2019 – Oct 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPWIX (Fidelity Advisor 529 Portfolio 2022) |
2.77%
Jul 2019 – Jul 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart