Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FQIIX (New Hampshire Higher Education Savings Plan Trust – Fidelity 529 Asset Manager 60% Portfolio Fund) | 9.94% | 22.30% | 14.40% | 6.86% | 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 |
|---|---|---|
| FQIIX (New Hampshire Higher Education Savings Plan Trust – Fidelity 529 Asset Manager 60% Portfolio Fund) | 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 (%) | 0.34 | 22.30 | 14.40 | 6.86 | NA | NA | NA | … | … | 9.94 | 16.94 | 10.01 | 13.98 | -16.45 | 11.70 | 15.74 | 7.45 |
| Sharpe Ratio | NA | 2.23 | 1.18 | 0.40 | NA | NA | NA | … | … | 1.96 | 1.31 | 0.42 | 1.15 | -1.14 | 1.45 | 0.81 | 2.11 |
| Standard Deviation(%) | NA | 9.08 | 9.65 | 10.87 | NA | NA | NA | … | … | 11.42 | 10.90 | 8.24 | 8.51 | 15.70 | 8.06 | 19.04 | 6.33 |
| Draw Down(%) | NA | 7.16 | 11.03 | 22.58 | NA | NA | NA | … | … | 7.16 | 11.03 | 4.85 | 8.65 | 21.80 | 3.97 | 23.62 | 3.22 |
| 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 |
|---|---|---|---|---|
| FQIIX (New Hampshire Higher Education Savings Plan Trust – Fidelity 529 Asset Manager 60% Portfolio Fund) |
0.63%
Apr 2021 – Apr 2024 |
5.73%
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 |
|---|---|---|---|---|
| FQIIX (New Hampshire Higher Education Savings Plan Trust – Fidelity 529 Asset Manager 60% Portfolio Fund) |
14.77%
May 2023 – May 2026 |
9.42%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart