Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSAAX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS A) | 9.66% | 22.39% | 14.21% | 6.89% | 8.71% | 7.73% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSAAX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS A) | 10/19/2007 | 06/03/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 22.39 | 14.21 | 6.89 | 8.71 | 7.73 | NA | … | … | 9.66 | 16.24 | 9.13 | 14.38 | -16.42 | 11.48 | 15.71 | 20.25 | -6.89 | 16.00 | 6.52 | -0.87 | 5.35 | 16.45 | 12.50 | -2.51 | 14.03 | 32.37 | -30.15 | -1.72 |
| Sharpe Ratio | NA | 2.20 | 1.17 | 0.40 | 0.65 | NA | NA | … | … | 1.96 | 1.23 | 0.67 | 1.28 | -1.17 | 1.37 | 0.77 | 2.68 | -0.87 | 3.77 | 0.74 | -0.10 | 0.76 | 2.26 | 1.67 | -0.17 | 1.18 | 1.87 | -1.25 | -0.93 |
| Standard Deviation(%) | NA | 9.13 | 9.68 | 10.76 | 10.99 | NA | NA | … | … | 11.38 | 10.94 | 8.24 | 8.46 | 15.32 | 8.38 | 19.99 | 6.99 | 9.50 | 4.09 | 8.54 | 8.68 | 7.00 | 7.25 | 7.54 | 14.66 | 11.82 | 17.25 | 24.79 | 11.74 |
| Draw Down(%) | NA | 7.13 | 10.99 | 22.62 | 24.38 | NA | NA | … | … | 7.13 | 10.99 | 4.79 | 8.65 | 21.80 | 3.97 | 24.38 | 3.52 | 13.48 | 1.38 | 7.78 | 9.66 | 5.42 | 5.82 | 6.51 | 14.87 | 9.55 | 15.88 | 38.96 | 5.71 |
| Yield(%) | 0.00 | 5.89 | 3.98 | 3.24 | 3.88 | 4.20 | 3.46 | … | … | 0.00 | 6.14 | 3.19 | 1.85 | 3.30 | 2.49 | 1.82 | 4.44 | 3.69 | 2.99 | 1.31 | 3.63 | 6.10 | 5.79 | 2.17 | 1.05 | 4.07 | 1.56 | 1.09 | 0.42 |
Data as of 06/03/2026, Common starting date is 10/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSAAX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS A) |
0.07%
Nov 2007 – Nov 2010 |
2.64%
Nov 2007 – Nov 2012 |
5.04%
Oct 2013 – Oct 2023 |
5.06%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSAAX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS A) |
20.31%
Feb 2009 – Feb 2012 |
16.70%
Feb 2009 – Feb 2014 |
10.59%
Feb 2009 – Feb 2019 |
9.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart