Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSAAX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS A) | 7.98% | 10.47% | 10.56% | 7.52% | 6.89% | 7.95% | NA | 6.20% |
Data as of 07/03/2025, AR inception 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 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 10.47 | 10.56 | 7.52 | 6.89 | 7.95 | NA | 6.20 | 7.98 | 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 | 0.63 | 0.67 | 0.52 | 0.49 | NA | NA | 0.41 | 0.99 | 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 | 11.49 | 10.67 | 10.82 | 11.03 | NA | NA | 12.35 | 13.62 | 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 | 10.99 | 12.63 | 22.62 | 24.38 | NA | NA | 41.52 | 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 | 2.97 | 3.06 | 2.80 | 3.25 | 4.45 | 2.98 | 3.50 | 0.00 | 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 07/03/2025, AR inception 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