Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTTNX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS T) | 3.83% | 11.56% | 8.49% | 2.95% | 4.62% | 4.45% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTTNX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS T) | 10/18/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.42 | 11.56 | 8.49 | 2.95 | 4.62 | 4.45 | NA | … | … | 3.83 | 10.90 | 5.71 | 9.23 | -14.78 | 5.02 | 9.65 | 12.88 | -3.48 | 8.81 | 4.91 | -0.79 | 4.19 | 7.43 | 8.07 | 1.16 | 10.22 | 22.92 | -20.06 | -1.52 |
| Sharpe Ratio | NA | 1.58 | 0.87 | 0.07 | 0.48 | NA | NA | … | … | 0.93 | 1.34 | 0.39 | 0.96 | -1.78 | 1.08 | 0.88 | 3.27 | -1.06 | 3.54 | 1.08 | -0.18 | 1.16 | 1.74 | 2.29 | 0.17 | 1.79 | 2.62 | -1.70 | -1.65 |
| Standard Deviation(%) | NA | 5.66 | 6.00 | 6.53 | 6.22 | NA | NA | … | … | 7.14 | 6.02 | 5.31 | 5.87 | 9.12 | 4.61 | 10.64 | 3.49 | 4.58 | 2.31 | 4.35 | 4.51 | 3.59 | 4.25 | 3.53 | 6.81 | 5.66 | 8.71 | 12.32 | 5.93 |
| Draw Down(%) | NA | 4.37 | 6.00 | 17.33 | 17.33 | NA | NA | … | … | 4.37 | 5.61 | 2.81 | 6.00 | 16.38 | 2.55 | 15.17 | 1.45 | 6.71 | 1.07 | 3.69 | 5.78 | 2.45 | 4.20 | 2.60 | 6.59 | 4.15 | 8.40 | 25.62 | 3.10 |
| Yield(%) | 0.00 | 2.52 | 2.61 | 1.98 | 2.32 | 2.66 | 2.44 | … | … | 0.45 | 2.67 | 2.64 | 2.42 | 1.61 | 1.05 | 1.04 | 2.97 | 3.05 | 2.74 | 1.43 | 3.04 | 3.88 | 2.75 | 2.76 | 2.49 | 4.61 | 2.99 | 2.24 | 0.38 |
Data as of 06/05/2026, Common starting date is 10/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTTNX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS T) |
-1.69%
Oct 2020 – Oct 2023 |
1.35%
Dec 2017 – Dec 2022 |
2.49%
Oct 2013 – Oct 2023 |
3.20%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTTNX (FIDELITY ASSET MANAGER 30% FIDELITY ADVISOR ASSET MANAGER 30%: CLASS T) |
14.28%
Feb 2009 – Feb 2012 |
11.07%
Feb 2009 – Feb 2014 |
7.01%
Feb 2009 – Feb 2019 |
5.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart