Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| 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%) | 1.10% | 2.76% | 5.77% | 6.49% | 5.58% | 6.88% | NA | 5.56% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSANX (FIDELITY ASSET MANAGER 60% FIDELITY ASSET MANAGER 60%) | 10/18/2007 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 10/18/2007.
AR inception is since 10/18/2007.
| 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 (%) | -0.25 | 2.76 | 5.77 | 6.49 | 5.58 | 6.88 | NA | 5.56 | 1.10 | 6.02 | 14.81 | -18.05 | 10.56 | 15.20 | 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 | -0.12 | 0.01 | 0.39 | 0.35 | NA | NA | 0.35 | 0.07 | -0.06 | 1.26 | -1.27 | 1.25 | 0.75 | 2.76 | -0.84 | 3.84 | 0.77 | -0.07 | 0.82 | 2.31 | 1.70 | -0.15 | 1.20 | 1.91 | -1.25 | -1.40 |
| Standard Deviation(%) | NA | 12.02 | 11.69 | 11.19 | 11.09 | NA | NA | 12.42 | 15.98 | 9.01 | 8.49 | 15.32 | 8.39 | 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 | 13.73 | 13.73 | 23.29 | 24.42 | NA | NA | 41.38 | 10.99 | 6.74 | 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 | 0.00 | 1.39 | 1.56 | 2.58 | 3.78 | 2.67 | 3.15 | 0.00 | 0.00 | 2.17 | 1.82 | 1.48 | 1.21 | 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 |
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%) |
-0.08%
Dec 2021 - Dec 2024 |
2.92%
Nov 2007 - Nov 2012 |
4.93%
Oct 2013 - Oct 2023 |
5.08%
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 |
9.47%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart