Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Fidelity Commission Efficient ETFs Strategic Asset Allocation - Equal Weight Moderate | 2.45% | 9.92% | 4.29% | 8.34% | 4.67% | 5.13% | 5.57% | 6.17% |
Data as of 03/31/2025, AR inception is 01/10/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Commission Efficient ETFs Strategic Asset Allocation - Equal Weight Moderate | 01/10/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 9.92 | 4.29 | 8.34 | 4.67 | 5.13 | 5.57 | 6.17 | 2.45 | 11.84 | 6.51 | -7.49 | 8.98 | 9.55 | 15.84 | -7.50 | 7.58 | 6.60 | -2.57 | 2.77 | 3.68 | 12.19 | 1.33 | 11.05 | 20.60 | -22.33 | 11.09 | 15.85 | 11.91 | 12.55 | 25.11 | -4.68 | 6.10 | 7.19 |
| Sharpe Ratio | NA | 1.00 | 0.34 | 0.54 | 0.40 | NA | NA | 0.48 | 0.42 | 1.16 | 0.40 | -0.77 | 1.11 | 0.52 | 2.55 | -1.01 | 1.55 | 0.89 | -0.34 | 0.47 | 0.49 | 1.79 | 0.11 | 1.01 | 1.20 | -1.08 | 0.72 | 1.33 | 1.34 | 1.36 | 2.87 | -0.54 | 0.42 | 0.46 |
| Standard Deviation(%) | NA | 8.97 | 8.87 | 9.08 | 9.41 | NA | NA | 10.32 | 10.89 | 7.07 | 7.22 | 11.52 | 8.07 | 17.92 | 5.63 | 8.79 | 4.46 | 7.19 | 7.55 | 5.82 | 7.46 | 6.79 | 12.03 | 10.83 | 17.13 | 21.52 | 11.04 | 9.37 | 7.18 | 8.54 | 8.49 | 10.69 | 8.57 | 6.71 |
| Draw Down(%) | NA | 7.43 | 10.24 | 12.70 | 19.51 | NA | NA | 36.09 | 7.43 | 3.36 | 6.78 | 12.70 | 3.97 | 19.51 | 2.59 | 13.37 | 2.01 | 5.00 | 8.52 | 4.55 | 9.24 | 5.29 | 10.14 | 7.24 | 15.77 | 35.58 | 6.47 | 10.26 | 4.98 | 9.61 | 6.81 | 16.35 | 10.82 | 5.10 |
| Yield(%) | NA | 3.00 | 2.49 | 2.06 | 1.76 | NA | NA | 2.14 | NA | 1.04 | 2.74 | 2.04 | 1.82 | 1.28 | 1.69 | 1.37 | 0.33 | 2.46 | 1.42 | 1.76 | 2.29 | 2.42 | 3.03 | 2.76 | 3.70 | 2.61 | 2.49 | 2.23 | 2.46 | 1.65 | 1.52 | 1.40 | 1.72 | 3.11 |
Data as of 03/31/2025, AR inception is 01/10/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Commission Efficient ETFs Strategic Asset Allocation - Equal Weight Moderate |
-5.24%
Feb 2006 - Feb 2009 |
1.12%
Mar 2015 - Mar 2020 |
3.05%
Oct 2007 - Oct 2017 |
3.12%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Commission Efficient ETFs Strategic Asset Allocation - Equal Weight Moderate |
19.88%
Mar 2003 - Mar 2006 |
16.24%
Oct 2002 - Oct 2007 |
9.60%
Mar 2003 - Mar 2013 |
7.64%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart