Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
Fidelity Extended Fund Picks Tactical Asset Allocation Moderate | NA | 1.31% | 12.96% | 9.30% | 7.80% | 9.74% | 11.08% | 10.90% |
Data as of 01/31/2022, AR inception is 12/31/2000
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
Fidelity Extended Fund Picks Tactical Asset Allocation Moderate | 12/31/2000 | 04/28/2022 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.56 | 1.31 | 12.96 | 9.30 | 7.80 | 9.74 | 11.08 | 10.90 | -5.54 | 9.55 | 21.40 | 20.76 | -6.69 | 9.73 | 6.21 | -9.39 | 5.33 | 15.64 | 20.83 | 1.34 | 20.26 | 26.40 | 2.32 | 18.65 | 17.22 | 13.88 | 16.20 | 29.15 | -0.61 | 6.87 |
Sharpe Ratio | NA | -0.43 | 0.82 | 0.73 | 0.72 | NA | NA | 1.04 | -0.54 | 0.83 | 1.17 | 3.45 | -0.99 | 1.55 | 0.80 | -0.81 | 0.84 | 2.10 | 3.07 | 0.10 | 1.71 | 2.45 | 0.18 | 1.30 | 1.58 | 1.59 | 1.42 | 4.77 | -0.36 | 0.97 |
Standard Deviation(%) | NA | 9.59 | 13.16 | 11.05 | 9.73 | NA | NA | 9.43 | 10.41 | 11.43 | 18.14 | 5.59 | 8.17 | 5.85 | 7.51 | 11.61 | 6.32 | 7.43 | 6.77 | 12.52 | 11.82 | 10.72 | 7.37 | 11.96 | 8.75 | 7.29 | 10.75 | 5.96 | 4.83 | 4.58 |
Draw Down(%) | NA | 9.33 | 25.42 | 25.42 | 25.42 | NA | NA | 25.42 | 8.95 | 6.66 | 25.42 | 2.62 | 12.18 | 2.52 | 5.77 | 12.73 | 6.13 | 9.65 | 3.74 | 11.18 | 7.81 | 3.96 | 6.97 | 11.28 | 9.10 | 6.44 | 12.69 | 3.51 | 4.95 | 2.97 |
Yield(%) | NA | 5.10 | 4.86 | 4.44 | 5.06 | NA | NA | 0.00 | 0.13 | 5.69 | 4.29 | 5.65 | 3.27 | 4.01 | 3.33 | 5.67 | 8.80 | 4.05 | 8.27 | 4.03 | 8.12 | 5.58 | 4.39 | 6.57 | 10.64 | 5.15 | 8.21 | 4.20 | 4.35 | 5.70 |
Data as of 01/31/2022, 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 |
---|---|---|---|---|
Fidelity Extended Fund Picks Tactical Asset Allocation Moderate |
-0.11%
Feb 2014 - Feb 2017 |
0.75%
Dec 2013 - Dec 2018 |
5.98%
Mar 2010 - Mar 2020 |
9.49%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
Fidelity Extended Fund Picks Tactical Asset Allocation Moderate |
22.57%
Apr 2003 - Apr 2006 |
19.24%
Mar 2003 - Mar 2008 |
17.16%
Apr 2003 - Apr 2013 |
12.66%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart