Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTDWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS T) | 3.96% | 10.72% | 7.35% | 2.63% | 3.64% | 3.47% | 3.67% | … | … |
Data as of 06/03/2026, Common starting date is 09/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTDWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS T) | 09/01/2005 | 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 10.72 | 7.35 | 2.63 | 3.64 | 3.47 | 3.67 | … | … | 3.96 | 9.00 | 4.86 | 7.35 | -12.52 | 3.25 | 7.18 | 10.06 | -2.22 | 6.37 | 4.13 | -0.86 | 3.45 | 4.65 | 6.16 | 2.08 | 8.21 | 18.85 | -14.67 | 4.29 | 6.78 | 0.55 |
| Sharpe Ratio | NA | 1.99 | 0.92 | 0.02 | 0.44 | NA | NA | … | … | 1.45 | 1.36 | 0.29 | 0.74 | -2.02 | 0.96 | 0.91 | 3.46 | -1.15 | 3.13 | 1.29 | -0.28 | 1.34 | 1.48 | 2.70 | 0.46 | 2.11 | 3.08 | -1.83 | 0.37 | 1.04 | -0.18 |
| Standard Deviation(%) | NA | 4.14 | 4.70 | 5.07 | 4.65 | NA | NA | … | … | 5.13 | 4.51 | 4.34 | 5.03 | 6.93 | 3.34 | 7.56 | 2.48 | 3.16 | 1.83 | 3.03 | 3.22 | 2.56 | 3.12 | 2.28 | 4.42 | 3.85 | 6.09 | 8.51 | 3.11 | 3.24 | 5.49 |
| Draw Down(%) | NA | 3.34 | 4.99 | 14.48 | 14.48 | NA | NA | … | … | 3.34 | 3.89 | 2.31 | 4.99 | 13.78 | 2.19 | 11.65 | 0.98 | 4.35 | 0.93 | 2.35 | 4.35 | 1.70 | 3.48 | 1.51 | 3.89 | 2.68 | 5.90 | 19.36 | 2.09 | 2.89 | 2.29 |
| Yield(%) | 0.00 | 2.77 | 2.85 | 2.14 | 2.35 | 2.63 | 2.94 | … | … | 0.59 | 2.90 | 2.87 | 2.75 | 1.67 | 0.88 | 0.95 | 2.66 | 3.32 | 3.09 | 1.67 | 3.24 | 4.11 | 3.06 | 3.05 | 2.53 | 1.37 | 2.56 | 2.84 | 5.66 | 8.20 | 1.24 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| FTDWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS T) |
-3.15%
Feb 2006 – Feb 2009 |
0.82%
Dec 2017 – Dec 2022 |
1.74%
Oct 2013 – Oct 2023 |
2.56%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTDWX (FIDELITY ASSET MANAGER 20% FIDELITY ADVISOR ASSET MANAGER 20%: CLASS T) |
11.55%
Feb 2009 – Feb 2012 |
8.71%
Feb 2009 – Feb 2014 |
5.51%
Feb 2009 – Feb 2019 |
4.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart