Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTCWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS C) | 2.69% | 8.63% | 6.43% | 1.81% | 2.99% | 2.89% | 3.10% | … | … |
Data as of 06/05/2026, Common starting date is 09/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTCWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS C) | 09/01/2005 | 06/05/2026 |
| 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | 8.63 | 6.43 | 1.81 | 2.99 | 2.89 | 3.10 | … | … | 2.69 | 8.43 | 4.29 | 6.85 | -12.97 | 2.72 | 6.58 | 9.53 | -2.73 | 5.87 | 3.55 | -1.36 | 2.96 | 4.09 | 5.67 | 1.58 | 7.72 | 18.10 | -15.06 | 3.74 | 6.64 | 0.55 |
| Sharpe Ratio | NA | 1.86 | 0.81 | -0.08 | 0.33 | NA | NA | … | … | 1.36 | 1.24 | 0.15 | 0.65 | -2.06 | 0.80 | 0.84 | 3.29 | -1.32 | 2.86 | 1.07 | -0.43 | 1.15 | 1.28 | 2.52 | 0.35 | 1.98 | 2.98 | -1.88 | 0.19 | 1.01 | -0.18 |
| Standard Deviation(%) | NA | 4.15 | 4.69 | 5.09 | 4.66 | NA | NA | … | … | 5.24 | 4.51 | 4.34 | 4.96 | 7.01 | 3.37 | 7.52 | 2.45 | 3.14 | 1.83 | 3.12 | 3.22 | 2.56 | 3.18 | 2.25 | 4.38 | 3.86 | 6.04 | 8.51 | 3.14 | 3.21 | 5.49 |
| Draw Down(%) | NA | 3.34 | 5.08 | 14.90 | 14.90 | NA | NA | … | … | 3.34 | 3.99 | 2.38 | 5.08 | 14.11 | 2.21 | 11.66 | 0.99 | 4.83 | 0.97 | 2.48 | 4.57 | 1.71 | 3.53 | 1.50 | 4.04 | 2.76 | 5.89 | 19.75 | 2.06 | 2.89 | 2.29 |
| Yield(%) | 0.00 | 2.24 | 2.34 | 1.72 | 1.85 | 2.14 | 2.47 | … | … | 0.43 | 2.38 | 2.38 | 2.24 | 1.31 | 0.63 | 0.42 | 2.12 | 2.82 | 2.60 | 1.17 | 2.74 | 3.62 | 2.60 | 2.57 | 2.04 | 0.89 | 2.04 | 2.44 | 5.19 | 8.06 | 1.24 |
Data as of 06/05/2026, Common starting date is 09/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS C) |
-3.55%
Feb 2006 – Feb 2009 |
0.30%
Dec 2017 – Dec 2022 |
1.23%
Oct 2013 – Oct 2023 |
2.05%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS C) |
11.01%
Feb 2009 – Feb 2012 |
8.18%
Feb 2009 – Feb 2014 |
4.98%
Feb 2009 – Feb 2019 |
3.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart