Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FQKIX (Fidelity Advisor 529 Portfolio 2034) | 7.55% | 17.73% | 13.70% | 5.80% | 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 |
|---|---|---|
| FQKIX (Fidelity Advisor 529 Portfolio 2034) | 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 (%) | 0.24 | 17.73 | 13.70 | 5.80 | NA | NA | NA | … | … | 7.55 | 16.91 | 9.15 | 14.41 | -17.59 | 12.57 | 15.82 | 7.89 |
| Sharpe Ratio | NA | 1.95 | 1.15 | 0.30 | NA | NA | NA | … | … | 1.57 | 1.43 | 0.37 | 1.12 | -1.12 | 1.32 | 0.66 | 1.62 |
| Standard Deviation(%) | NA | 8.09 | 9.31 | 11.26 | NA | NA | NA | … | … | 10.31 | 9.98 | 8.44 | 9.15 | 17.05 | 9.53 | 23.47 | 8.82 |
| Draw Down(%) | NA | 6.49 | 9.49 | 25.38 | NA | NA | NA | … | … | 6.49 | 9.49 | 4.65 | 9.11 | 24.04 | 4.95 | 27.33 | 5.00 |
| 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 |
|---|---|---|---|---|
| FQKIX (Fidelity Advisor 529 Portfolio 2034) |
0.12%
Apr 2021 – Apr 2024 |
5.39%
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 |
|---|---|---|---|---|
| FQKIX (Fidelity Advisor 529 Portfolio 2034) |
15.39%
Sep 2022 – Sep 2025 |
10.89%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart