Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPXIX (Fidelity Advisor 529 Strategic Income Portfolio) | 3.06% | 9.47% | 7.90% | 3.22% | 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 |
|---|---|---|
| FPXIX (Fidelity Advisor 529 Strategic Income 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 (%) | 0.34 | 9.47 | 7.90 | 3.22 | NA | NA | NA | … | … | 3.06 | 8.78 | 5.81 | 9.08 | -11.27 | 3.63 | 7.21 | 2.78 |
| Sharpe Ratio | NA | 2.08 | 1.28 | 0.16 | NA | NA | NA | … | … | 1.18 | 1.79 | -0.22 | 1.02 | -1.96 | 1.56 | 0.82 | 2.01 |
| Standard Deviation(%) | NA | 3.36 | 3.88 | 4.46 | NA | NA | NA | … | … | 4.21 | 3.37 | 3.66 | 4.77 | 6.47 | 2.31 | 8.46 | 2.05 |
| Draw Down(%) | NA | 2.41 | 4.03 | 15.33 | NA | NA | NA | … | … | 2.41 | 2.82 | 2.04 | 4.03 | 14.93 | 1.57 | 15.21 | 0.68 |
| 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 |
|---|---|---|---|---|
| FPXIX (Fidelity Advisor 529 Strategic Income Portfolio) |
-0.96%
Sep 2019 – Sep 2022 |
2.65%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPXIX (Fidelity Advisor 529 Strategic Income Portfolio) |
8.73%
Oct 2022 – Oct 2025 |
4.69%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart