Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FTAWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS A) | 3.93% | 5.15% | 5.37% | 2.90% | 3.43% | 3.90% | NA | 3.94% |
Data as of 07/14/2025, AR inception is 09/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTAWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS A) | 09/01/2005 | 07/14/2025 |
| 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 5.15 | 5.37 | 2.90 | 3.43 | 3.90 | NA | 3.94 | 3.93 | 5.05 | 7.66 | -10.50 | 3.72 | 8.40 | 10.32 | -1.96 | 6.66 | 4.38 | -0.60 | 3.71 | 4.92 | 6.53 | 2.24 | 8.55 | 18.98 | -14.35 | 4.52 | 6.82 | 0.55 |
| Sharpe Ratio | NA | 0.43 | 0.35 | 0.17 | 0.45 | NA | NA | 0.58 | 0.85 | 0.33 | 0.82 | -1.75 | 1.10 | 1.08 | 3.59 | -1.07 | 3.25 | 1.33 | -0.19 | 1.46 | 1.56 | 2.90 | 0.51 | 2.17 | 3.21 | -1.80 | 0.44 | 1.05 | -0.18 |
| Standard Deviation(%) | NA | 4.91 | 5.28 | 4.95 | 4.57 | NA | NA | 4.54 | 5.44 | 4.31 | 4.93 | 6.84 | 3.36 | 7.54 | 2.46 | 3.13 | 1.86 | 3.14 | 3.28 | 2.53 | 3.14 | 2.25 | 4.37 | 3.90 | 5.89 | 8.49 | 3.12 | 3.27 | 5.49 |
| Draw Down(%) | NA | 4.10 | 7.40 | 14.13 | 14.13 | NA | NA | 19.82 | 3.82 | 2.28 | 4.92 | 13.60 | 2.16 | 11.68 | 0.98 | 4.22 | 0.91 | 2.33 | 4.23 | 1.59 | 3.45 | 1.46 | 3.84 | 2.63 | 5.78 | 19.24 | 2.00 | 2.89 | 2.29 |
| Yield(%) | 0.00 | 2.78 | 3.56 | 2.68 | 2.90 | 3.20 | 3.32 | 3.49 | 1.03 | 3.14 | 2.98 | 3.64 | 1.36 | 2.07 | 2.92 | 3.57 | 3.38 | 1.92 | 3.49 | 4.36 | 3.33 | 3.34 | 2.76 | 1.62 | 2.80 | 3.08 | 5.88 | 8.16 | 1.24 |
Data as of 07/14/2025, AR inception is 09/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTAWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS A) |
-2.97%
Feb 2006 - Feb 2009 |
1.46%
Sep 2017 - Sep 2022 |
2.32%
Oct 2013 - Oct 2023 |
2.90%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTAWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS A) |
11.86%
Feb 2009 - Feb 2012 |
9.01%
Feb 2009 - Feb 2014 |
5.79%
Feb 2009 - Feb 2019 |
4.89%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart