Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPZIX (Fidelity Advisor 529 New Insights Portfolio) | 11.65% | 29.52% | 28.53% | 15.45% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/21/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPZIX (Fidelity Advisor 529 New Insights Portfolio) | 06/21/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.62 | 29.52 | 28.53 | 15.45 | NA | NA | NA | … | … | 11.65 | 24.07 | 37.07 | 35.85 | -27.84 | 25.08 | 23.66 | 5.93 |
| Sharpe Ratio | NA | 1.89 | 1.49 | 0.66 | NA | NA | NA | … | … | 1.41 | 1.04 | 1.99 | 2.34 | -1.10 | 1.57 | 0.74 | 0.87 |
| Standard Deviation(%) | NA | 14.20 | 16.90 | 19.01 | NA | NA | NA | … | … | 15.96 | 20.81 | 15.51 | 13.61 | 26.77 | 15.94 | 31.36 | 11.85 |
| Draw Down(%) | NA | 10.43 | 20.09 | 32.84 | NA | NA | NA | … | … | 10.43 | 20.09 | 10.89 | 7.13 | 31.21 | 8.12 | 30.64 | 7.39 |
| 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 06/04/2026, 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 |
|---|---|---|---|---|
| FPZIX (Fidelity Advisor 529 New Insights Portfolio) |
3.77%
Dec 2019 – Dec 2022 |
13.71%
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 |
|---|---|---|---|---|
| FPZIX (Fidelity Advisor 529 New Insights Portfolio) |
31.19%
Sep 2022 – Sep 2025 |
18.72%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart