Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTASX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS T) | 11.01% | 25.12% | 15.69% | 6.50% | 8.84% | 7.86% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTASX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS T) | 10/02/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 25.12 | 15.69 | 6.50 | 8.84 | 7.86 | NA | … | … | 11.01 | 17.58 | 10.18 | 15.87 | -20.91 | 11.79 | 15.18 | 22.15 | -8.23 | 18.09 | 6.50 | -1.06 | 4.96 | 19.37 | 13.50 | -4.32 | 15.06 | 34.98 | -17.64 |
| Sharpe Ratio | NA | 2.21 | 1.17 | 0.32 | 0.57 | NA | NA | … | … | 2.03 | 1.17 | 0.71 | 1.31 | -1.27 | 1.21 | 0.64 | 2.50 | -0.86 | 3.65 | 0.63 | -0.11 | 0.60 | 2.33 | 1.51 | -0.25 | 1.08 | 1.68 | -1.12 |
| Standard Deviation(%) | NA | 10.34 | 10.95 | 12.31 | 12.71 | NA | NA | … | … | 12.86 | 12.63 | 9.21 | 9.37 | 17.64 | 9.73 | 23.37 | 8.29 | 11.23 | 4.80 | 9.92 | 10.17 | 8.26 | 8.31 | 8.98 | 17.49 | 13.88 | 20.73 | 48.97 |
| Draw Down(%) | NA | 8.03 | 12.86 | 24.99 | 27.21 | NA | NA | … | … | 8.03 | 12.86 | 5.89 | 9.37 | 23.16 | 4.56 | 27.21 | 4.32 | 15.87 | 1.45 | 9.19 | 11.07 | 6.73 | 6.21 | 7.90 | 17.91 | 11.32 | 18.74 | 27.99 |
| Yield(%) | 0.00 | 7.15 | 4.74 | 2.88 | 3.81 | 4.13 | 4.15 | … | … | 0.00 | 7.46 | 4.31 | 1.37 | 1.20 | 0.94 | 0.56 | 5.44 | 4.88 | 3.84 | 1.03 | 4.67 | 8.66 | 1.04 | 1.10 | 1.05 | 1.14 | 1.49 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTASX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS T) |
-0.72%
Apr 2021 – Apr 2024 |
2.55%
Mar 2015 – Mar 2020 |
4.71%
Oct 2013 – Oct 2023 |
6.81%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTASX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS T) |
21.83%
Feb 2009 – Feb 2012 |
18.12%
Feb 2009 – Feb 2014 |
11.36%
Feb 2009 – Feb 2019 |
9.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart