Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTAAX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS A) | 5.54% | 13.93% | 9.31% | 4.18% | 5.43% | 5.05% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTAAX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS A) | 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 (%) | 0.30 | 13.93 | 9.31 | 4.18 | 5.43 | 5.05 | NA | … | … | 5.54 | 11.12 | 6.05 | 9.46 | -12.55 | 5.69 | 10.96 | 13.05 | -3.24 | 9.18 | 5.17 | -0.40 | 4.46 | 7.62 | 8.35 | 1.48 | 10.44 | 23.20 | -19.88 | -1.47 |
| Sharpe Ratio | NA | 2.10 | 1.06 | 0.25 | 0.62 | NA | NA | … | … | 1.66 | 1.37 | 0.46 | 1.00 | -1.55 | 1.26 | 1.02 | 3.37 | -0.99 | 3.59 | 1.14 | -0.09 | 1.24 | 1.80 | 2.39 | 0.21 | 1.80 | 2.68 | -1.69 | -1.56 |
| Standard Deviation(%) | NA | 5.46 | 5.92 | 6.47 | 6.15 | NA | NA | … | … | 6.84 | 6.05 | 5.32 | 5.84 | 9.05 | 4.50 | 10.43 | 3.44 | 4.71 | 2.38 | 4.35 | 4.56 | 3.59 | 4.22 | 3.50 | 6.78 | 5.74 | 8.63 | 12.26 | 6.10 |
| Draw Down(%) | NA | 4.34 | 5.93 | 16.76 | 16.76 | NA | NA | … | … | 4.34 | 5.57 | 2.77 | 5.93 | 16.19 | 2.53 | 15.13 | 1.54 | 6.53 | 1.04 | 3.67 | 5.68 | 2.50 | 4.18 | 2.56 | 6.50 | 4.00 | 8.35 | 25.38 | 3.10 |
| Yield(%) | 0.00 | 2.75 | 2.85 | 2.69 | 3.00 | 3.21 | 2.89 | … | … | 0.51 | 2.90 | 2.89 | 2.65 | 3.84 | 1.63 | 2.23 | 3.25 | 3.28 | 3.00 | 1.69 | 3.33 | 4.15 | 3.04 | 3.04 | 2.71 | 4.82 | 3.23 | 2.44 | 0.43 |
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 |
|---|---|---|---|---|
| FTAAX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS A) |
-0.32%
Apr 2021 – Apr 2024 |
2.02%
Sep 2017 – Sep 2022 |
3.13%
Oct 2013 – Oct 2023 |
3.72%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTAAX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS A) |
14.51%
Feb 2009 – Feb 2012 |
11.32%
Feb 2009 – Feb 2014 |
7.28%
Feb 2009 – Feb 2019 |
6.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart