Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FQDIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2031) | 6.10% | 14.54% | 11.45% | 4.51% | 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 |
|---|---|---|
| FQDIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2031) | 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 (%) | 0.20 | 14.54 | 11.45 | 4.51 | NA | NA | NA | … | … | 6.10 | 14.43 | 7.77 | 12.28 | -16.77 | 10.30 | 14.55 | 7.11 |
| Sharpe Ratio | NA | 1.93 | 1.10 | 0.22 | NA | NA | NA | … | … | 1.51 | 1.50 | 0.17 | 1.02 | -1.26 | 1.28 | 0.73 | 1.74 |
| Standard Deviation(%) | NA | 6.48 | 7.67 | 9.42 | NA | NA | NA | … | … | 8.22 | 7.84 | 7.14 | 7.95 | 14.41 | 8.00 | 19.50 | 7.28 |
| Draw Down(%) | NA | 5.24 | 8.00 | 23.67 | NA | NA | NA | … | … | 5.24 | 7.14 | 3.51 | 8.00 | 22.37 | 4.25 | 23.71 | 4.01 |
| 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 |
|---|---|---|---|---|
| FQDIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2031) |
-0.64%
Apr 2021 – Apr 2024 |
4.29%
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 |
|---|---|---|---|---|
| FQDIX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2031) |
12.99%
Sep 2022 – Sep 2025 |
8.96%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart