Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FWBTX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND CLASS C) 4.70% 16.50% 10.78% 4.76% 7.84% NA NA
Data as of 06/05/2026, Common starting date is 09/10/2015
More Performance Analytics Comparison
Name Start Date End Date
FWBTX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND CLASS C) 09/10/2015 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
Annualized Return (%) -3.02 16.50 10.78 4.76 7.84 NA NA 4.70 13.01 8.76 10.63 -13.68 16.50 15.46 21.87 -4.10 5.17 9.73 0.55
Sharpe Ratio NA 1.87 0.96 0.32 0.67 NA NA 1.64 0.87 0.66 0.90 -1.29 1.92 0.85 2.90 -0.77 1.51 1.42 0.23
Standard Deviation(%) NA 9.81 9.54 9.76 9.84 NA NA 11.02 11.68 7.80 7.81 11.78 8.58 17.89 7.05 7.12 3.00 6.71 7.54
Draw Down(%) NA 6.49 13.50 18.15 21.74 NA NA 6.49 12.37 4.86 6.46 17.44 3.60 21.74 3.20 9.64 1.43 7.04 4.65
Yield(%) 0.00 2.64 3.11 2.74 3.63 2.67 2.00 0.74 3.07 2.99 3.47 3.04 2.59 2.83 2.29 1.77 2.43 7.27 1.06
Data as of 06/05/2026, Common starting date is 09/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FWBTX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND CLASS C) 0.78%
Apr 2021 – Apr 2024
5.46%
Mar 2021 – Mar 2026
7.78%
Nov 2015 – Nov 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FWBTX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND CLASS C) 17.91%
Dec 2018 – Dec 2021
10.85%
May 2016 – May 2021
8.86%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return