Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTBWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS B) | NA | -2.86% | -0.21% | -0.05% | NA | NA | NA | … | … |
Data as of 06/24/2016, Common starting date is 10/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTBWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS B) | 10/05/2006 | 06/24/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | -2.86 | -0.21 | -0.05 | NA | NA | NA | … | … | 1.98 | -4.02 | -0.68 | 1.45 | 3.07 | -0.47 | 6.87 | 15.94 | -17.28 | -1.50 | -4.25 |
| Sharpe Ratio | NA | -0.68 | -0.06 | -0.02 | NA | NA | NA | … | … | 1.12 | -0.97 | -0.16 | 0.37 | 0.98 | -0.11 | 1.72 | 2.62 | -2.15 | -1.09 | -1.82 |
| Standard Deviation(%) | NA | 4.39 | 4.25 | 4.18 | NA | NA | NA | … | … | 3.56 | 4.18 | 4.32 | 3.87 | 3.10 | 4.58 | 3.95 | 6.06 | 8.43 | 4.17 | 11.16 |
| Draw Down(%) | NA | 7.15 | 9.93 | 9.93 | NA | NA | NA | … | … | 2.53 | 6.60 | 4.75 | 3.57 | 2.39 | 4.42 | 2.92 | 6.41 | 21.45 | 4.10 | 5.46 |
| Yield(%) | 0.00 | 2.71 | 3.06 | 2.70 | 2.86 | 1.91 | 1.43 | … | … | 0.24 | 2.73 | 3.61 | 2.57 | 2.52 | 1.97 | 0.84 | 1.98 | 2.39 | 5.13 | 5.60 |
Data as of 06/24/2016, Common starting date is 10/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTBWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS B) |
-3.58%
Nov 2006 – Nov 2009 |
-0.79%
Nov 2006 – Nov 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTBWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS B) |
9.36%
Feb 2009 – Feb 2012 |
6.14%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart