Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSATX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS T) | 9.54% | 22.09% | 13.93% | 5.91% | 7.99% | 7.16% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSATX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS T) | 10/18/2007 | 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 | 22.09 | 13.93 | 5.91 | 7.99 | 7.16 | NA | … | … | 9.54 | 15.89 | 8.90 | 14.20 | -18.51 | 9.94 | 14.47 | 19.94 | -7.12 | 15.82 | 6.20 | -1.11 | 5.00 | 16.25 | 12.22 | -2.82 | 14.17 | 32.20 | -30.44 | -3.18 |
| Sharpe Ratio | NA | 2.17 | 1.14 | 0.31 | 0.58 | NA | NA | … | … | 1.94 | 1.19 | 0.65 | 1.25 | -1.31 | 1.17 | 0.71 | 2.63 | -0.91 | 3.69 | 0.71 | -0.13 | 0.70 | 2.24 | 1.62 | -0.19 | 1.20 | 1.87 | -1.27 | -1.46 |
| Standard Deviation(%) | NA | 9.10 | 9.68 | 10.78 | 10.98 | NA | NA | … | … | 11.35 | 10.97 | 8.19 | 8.48 | 15.31 | 8.46 | 19.99 | 7.01 | 9.40 | 4.13 | 8.43 | 8.72 | 7.08 | 7.23 | 7.59 | 14.67 | 11.75 | 17.19 | 24.73 | 11.88 |
| Draw Down(%) | NA | 7.18 | 11.05 | 23.65 | 24.42 | NA | NA | … | … | 7.18 | 11.05 | 4.83 | 8.71 | 21.96 | 3.93 | 24.42 | 3.54 | 13.62 | 1.38 | 7.71 | 9.70 | 5.53 | 5.75 | 6.43 | 15.01 | 9.25 | 16.05 | 39.06 | 5.71 |
| Yield(%) | 0.00 | 5.66 | 3.71 | 2.41 | 3.03 | 3.48 | 2.86 | … | … | 0.00 | 5.88 | 2.93 | 1.59 | 1.35 | 0.91 | 0.61 | 4.15 | 3.50 | 2.75 | 1.07 | 3.40 | 5.85 | 5.56 | 1.87 | 0.86 | 4.16 | 1.31 | 1.01 | 0.34 |
Data as of 06/03/2026, Common starting date is 10/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSATX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS T) |
-0.59%
Apr 2021 – Apr 2024 |
2.46%
Nov 2007 – Nov 2012 |
4.34%
Oct 2013 – Oct 2023 |
4.52%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSATX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS T) |
20.21%
Feb 2009 – Feb 2012 |
16.52%
Feb 2009 – Feb 2014 |
10.36%
Feb 2009 – Feb 2019 |
8.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart