Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FQJIX (Fidelity Advisor 529 Growth Opportunities Portfolio) | 16.34% | 39.20% | 31.78% | 13.18% | 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 |
|---|---|---|
| FQJIX (Fidelity Advisor 529 Growth Opportunities 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 (%) | 0.36 | 39.20 | 31.78 | 13.18 | NA | NA | NA | … | … | 16.34 | 23.92 | 42.02 | 45.23 | -38.89 | 12.39 | 68.72 | 11.18 |
| Sharpe Ratio | NA | 2.16 | 1.32 | 0.43 | NA | NA | NA | … | … | 1.94 | 0.82 | 1.75 | 2.19 | -1.14 | 0.58 | 1.89 | 1.33 |
| Standard Deviation(%) | NA | 18.29 | 21.91 | 24.84 | NA | NA | NA | … | … | 21.24 | 26.04 | 20.46 | 18.93 | 35.32 | 21.18 | 36.14 | 15.81 |
| Draw Down(%) | NA | 16.18 | 26.62 | 44.62 | NA | NA | NA | … | … | 15.01 | 26.62 | 14.05 | 13.60 | 40.53 | 13.61 | 33.67 | 9.04 |
| 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 |
|---|---|---|---|---|
| FQJIX (Fidelity Advisor 529 Growth Opportunities Portfolio) |
-0.48%
Jan 2021 – Jan 2024 |
8.42%
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 |
|---|---|---|---|---|
| FQJIX (Fidelity Advisor 529 Growth Opportunities Portfolio) |
35.06%
Dec 2022 – Dec 2025 |
20.11%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart