Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSNIX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS I) | 9.78% | 22.77% | 14.52% | 7.16% | 9.00% | 8.02% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSNIX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS I) | 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 (%) | 0.43 | 22.77 | 14.52 | 7.16 | 9.00 | 8.02 | NA | … | … | 9.78 | 16.52 | 9.42 | 14.74 | -16.29 | 11.83 | 15.99 | 20.67 | -6.64 | 16.33 | 6.74 | -0.49 | 5.61 | 16.75 | 12.73 | -2.27 | 14.81 | 32.72 | -30.01 | -3.07 |
| Sharpe Ratio | NA | 2.24 | 1.20 | 0.43 | 0.67 | NA | NA | … | … | 1.98 | 1.25 | 0.71 | 1.33 | -1.16 | 1.42 | 0.78 | 2.76 | -0.85 | 3.83 | 0.76 | -0.06 | 0.80 | 2.27 | 1.69 | -0.16 | 1.24 | 1.91 | -1.25 | -1.41 |
| Standard Deviation(%) | NA | 9.15 | 9.68 | 10.76 | 10.98 | NA | NA | … | … | 11.42 | 10.93 | 8.21 | 8.42 | 15.35 | 8.29 | 20.01 | 6.96 | 9.49 | 4.11 | 8.53 | 8.65 | 7.01 | 7.36 | 7.54 | 14.65 | 11.83 | 17.10 | 24.71 | 11.98 |
| Draw Down(%) | NA | 7.15 | 10.99 | 22.45 | 24.40 | NA | NA | … | … | 7.15 | 10.99 | 4.82 | 8.60 | 21.68 | 3.94 | 24.40 | 3.50 | 13.27 | 1.37 | 7.75 | 9.53 | 5.40 | 5.80 | 6.39 | 14.82 | 9.16 | 16.01 | 38.85 | 5.61 |
| Yield(%) | 0.00 | 6.10 | 4.25 | 3.47 | 4.20 | 4.52 | 3.70 | … | … | 0.00 | 6.35 | 3.52 | 2.11 | 3.51 | 2.74 | 2.08 | 4.74 | 3.90 | 3.27 | 1.65 | 3.89 | 6.35 | 6.00 | 2.42 | 1.27 | 4.70 | 1.76 | 1.23 | 0.45 |
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 |
|---|---|---|---|---|
| FSNIX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS I) |
0.44%
Nov 2007 – Nov 2010 |
2.99%
Nov 2007 – Nov 2012 |
5.32%
Oct 2013 – Oct 2023 |
5.36%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSNIX (FIDELITY ASSET MANAGER 60% FIDELITY ADVISOR ASSET MANAGER 60%: CLASS I) |
20.82%
Feb 2009 – Feb 2012 |
17.11%
Feb 2009 – Feb 2014 |
10.93%
Feb 2009 – Feb 2019 |
9.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart