Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FQFIX (Fidelity Advisor 529 Total Bond Portfolio) | 0.37% | 4.78% | 4.67% | 0.64% | 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 |
|---|---|---|
| FQFIX (Fidelity Advisor 529 Total Bond 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 (%) | 0.07 | 4.78 | 4.67 | 0.64 | NA | NA | NA | … | … | 0.37 | 7.44 | 1.94 | 6.64 | -13.02 | -0.37 | 9.08 | 2.95 |
| Sharpe Ratio | NA | 0.74 | 0.33 | -0.32 | NA | NA | NA | … | … | -0.36 | 1.06 | -0.89 | 0.36 | -1.99 | -0.13 | 1.67 | 1.43 |
| Standard Deviation(%) | NA | 3.74 | 5.17 | 5.59 | NA | NA | NA | … | … | 3.92 | 4.41 | 5.22 | 6.72 | 7.26 | 3.19 | 5.29 | 3.12 |
| Draw Down(%) | NA | 2.75 | 5.83 | 17.84 | NA | NA | NA | … | … | 2.75 | 2.76 | 3.60 | 6.46 | 16.85 | 3.07 | 9.42 | 1.72 |
| 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 |
|---|---|---|---|---|
| FQFIX (Fidelity Advisor 529 Total Bond Portfolio) |
-4.49%
Oct 2020 – Oct 2023 |
-0.03%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FQFIX (Fidelity Advisor 529 Total Bond Portfolio) |
6.39%
Oct 2022 – Oct 2025 |
1.31%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart