Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FQBIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2028) | 3.28% | 9.97% | 8.93% | 3.24% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/21/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FQBIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2028) | 06/21/2019 | 06/05/2026 |
| 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 (%) | -1.06 | 9.97 | 8.93 | 3.24 | NA | NA | NA | … | … | 3.28 | 11.81 | 6.37 | 10.39 | -15.00 | 7.83 | 12.74 | 6.11 |
| Sharpe Ratio | NA | 1.92 | 1.07 | 0.14 | NA | NA | NA | … | … | 1.46 | 1.60 | -0.03 | 0.93 | -1.40 | 1.23 | 0.81 | 1.82 |
| Standard Deviation(%) | NA | 4.72 | 5.94 | 7.49 | NA | NA | NA | … | … | 5.89 | 5.69 | 5.77 | 6.62 | 11.72 | 6.33 | 15.42 | 5.87 |
| Draw Down(%) | NA | 3.78 | 6.41 | 21.03 | NA | NA | NA | … | … | 3.78 | 4.85 | 2.87 | 6.41 | 19.85 | 3.48 | 19.69 | 3.18 |
| 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 06/05/2026, 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 |
|---|---|---|---|---|
| FQBIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2028) |
-0.88%
Apr 2021 – Apr 2024 |
3.47%
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 |
|---|---|---|---|---|
| FQBIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2028) |
10.78%
Sep 2022 – Sep 2025 |
7.22%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart