Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSANX (FIDELITY ASSET MANAGER 60% FIDELITY ASSET MANAGER 60%) | 7.81% | 11.11% | 10.80% | 8.01% | 7.15% | 8.31% | NA | 6.42% |
Data as of 07/02/2025, AR inception is 10/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSANX (FIDELITY ASSET MANAGER 60% FIDELITY ASSET MANAGER 60%) | 10/18/2007 | 07/02/2025 |
| 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 (%) | 1.46 | 11.11 | 10.80 | 8.01 | 7.15 | 8.31 | NA | 6.42 | 7.81 | 9.48 | 14.81 | -16.25 | 11.85 | 16.15 | 20.65 | -6.61 | 16.40 | 6.76 | -0.55 | 5.76 | 16.77 | 12.83 | -2.16 | 14.29 | 32.72 | -30.01 | -3.07 |
| Sharpe Ratio | NA | 0.65 | 0.65 | 0.58 | 0.51 | NA | NA | 0.43 | 0.93 | 0.71 | 1.33 | -1.16 | 1.42 | 0.79 | 2.75 | -0.84 | 3.83 | 0.77 | -0.07 | 0.82 | 2.31 | 1.70 | -0.15 | 1.20 | 1.91 | -1.25 | -1.41 |
| Standard Deviation(%) | NA | 11.53 | 10.72 | 10.83 | 11.03 | NA | NA | 12.35 | 13.82 | 8.23 | 8.49 | 15.35 | 8.31 | 19.99 | 6.98 | 9.50 | 4.13 | 8.47 | 8.72 | 7.03 | 7.25 | 7.57 | 14.72 | 11.82 | 17.08 | 24.74 | 11.93 |
| Draw Down(%) | NA | 10.99 | 12.61 | 22.39 | 24.42 | NA | NA | 41.38 | 10.99 | 4.76 | 8.60 | 21.63 | 3.94 | 24.42 | 3.50 | 13.21 | 1.37 | 7.76 | 9.54 | 5.40 | 5.72 | 6.39 | 14.72 | 9.53 | 16.01 | 38.85 | 5.61 |
| Yield(%) | 0.00 | 3.27 | 3.37 | 3.15 | 3.57 | 4.90 | 3.23 | 3.80 | 0.00 | 3.50 | 2.17 | 3.56 | 2.77 | 2.14 | 4.80 | 3.95 | 3.32 | 1.67 | 3.93 | 6.40 | 6.12 | 2.52 | 1.38 | 4.23 | 1.76 | 1.23 | 0.45 |
Data as of 07/02/2025, AR inception is 10/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSANX (FIDELITY ASSET MANAGER 60% FIDELITY ASSET MANAGER 60%) |
0.30%
Nov 2007 - Nov 2010 |
2.92%
Nov 2007 - Nov 2012 |
5.37%
Oct 2013 - Oct 2023 |
5.37%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSANX (FIDELITY ASSET MANAGER 60% FIDELITY ASSET MANAGER 60%) |
20.69%
Feb 2009 - Feb 2012 |
17.05%
Feb 2009 - Feb 2014 |
10.93%
Feb 2009 - Feb 2019 |
9.77%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart