Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Fidelity Arizona College Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 0.59% | 6.87% | 5.96% | 10.50% | 6.02% | 6.63% | 6.63% | 5.56% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Fidelity Arizona College Savings Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.46 | 6.87 | 5.96 | 10.50 | 6.02 | 6.63 | 6.63 | 5.56 | 0.59 | 11.61 | 14.54 | -10.73 | 9.70 | 11.82 | 15.32 | -5.41 | 13.37 | 5.03 | 0.81 | 3.57 | 13.94 | 10.75 | 1.03 | 10.40 | 15.82 | -11.19 | 8.86 | 12.58 | 5.56 | 8.36 | 17.56 | -12.86 | -7.69 |
| Sharpe Ratio | NA | 0.75 | 0.64 | 0.71 | 0.48 | NA | NA | 0.46 | 0.34 | 1.05 | 1.47 | -0.91 | 1.23 | 0.58 | 1.92 | -0.74 | 3.11 | 0.59 | 0.09 | 0.54 | 2.11 | 1.72 | 0.09 | 1.15 | 1.07 | -0.83 | 0.67 | 1.46 | 0.65 | 1.10 | 2.19 | -1.23 | -0.92 |
| Standard Deviation(%) | NA | 9.95 | 9.52 | 9.89 | 10.35 | NA | NA | 9.82 | 11.95 | 7.60 | 7.39 | 13.29 | 7.86 | 19.82 | 7.21 | 9.14 | 4.09 | 8.11 | 8.61 | 6.59 | 6.58 | 6.21 | 11.07 | 8.98 | 14.75 | 14.71 | 8.49 | 6.28 | 5.12 | 6.68 | 7.70 | 11.42 | 11.02 |
| Draw Down(%) | NA | 8.77 | 9.83 | 17.41 | 22.66 | NA | NA | 26.55 | 8.77 | 5.26 | 6.55 | 16.65 | 3.91 | 22.66 | 4.22 | 12.14 | 1.37 | 5.50 | 8.18 | 5.13 | 6.27 | 4.83 | 9.36 | 7.13 | 16.32 | 22.20 | 5.43 | 6.18 | 3.66 | 4.71 | 7.62 | 18.92 | 18.70 |
| Yield(%) | NA | 2.90 | 1.93 | 1.87 | 1.80 | NA | NA | 2.29 | NA | 0.54 | 3.22 | 1.61 | 0.37 | 2.91 | 0.54 | 0.62 | 0.30 | 3.15 | 2.79 | 2.11 | 1.91 | 3.72 | 2.81 | 3.32 | 4.00 | 3.76 | 2.85 | 3.23 | 2.04 | 1.63 | 1.60 | 1.77 | 1.77 |
Data as of 03/31/2025, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Fidelity Arizona College Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-2.25%
Feb 2006 - Feb 2009 |
1.37%
Feb 2004 - Feb 2009 |
4.75%
Mar 2010 - Mar 2020 |
4.73%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Fidelity Arizona College Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
15.71%
Feb 2009 - Feb 2012 |
13.32%
Feb 2009 - Feb 2014 |
8.81%
Feb 2009 - Feb 2019 |
8.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart