Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity1 Tactical Asset Allocation Moderate | NA | 17.12% | 1.86% | 5.73% | 4.62% | 4.46% | 6.63% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity1 Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -0.82 | 17.12 | 1.86 | 5.73 | 4.62 | 4.46 | 6.63 | … | … | 0.43 | 8.21 | 13.04 | -13.95 | 10.05 | 13.10 | 7.89 | -4.16 | 12.75 | 9.28 | -5.81 | 1.58 | 10.85 | -0.08 | 1.24 | 4.04 | 21.39 | -2.94 | 17.66 | 18.10 | 12.03 | 11.23 | 18.63 | -5.71 | 2.31 |
| Sharpe Ratio | NA | 0.31 | -0.22 | 0.32 | 0.38 | NA | NA | … | … | 0.04 | 0.20 | 1.17 | -1.50 | 1.06 | 1.09 | 1.27 | -0.73 | 2.21 | 1.56 | -1.07 | 0.23 | 1.40 | -0.02 | 0.14 | 0.35 | 1.75 | -0.68 | 0.97 | 1.29 | 1.20 | 1.15 | 2.37 | -1.17 | 0.01 |
| Standard Deviation(%) | NA | 8.18 | 8.73 | 9.58 | 7.97 | NA | NA | … | … | 8.44 | 8.20 | 7.50 | 10.25 | 9.41 | 11.82 | 5.09 | 7.48 | 5.50 | 5.83 | 5.44 | 6.74 | 7.75 | 6.07 | 8.87 | 11.34 | 12.15 | 5.70 | 15.05 | 11.51 | 8.19 | 8.99 | 7.56 | 5.82 | 0.05 |
| Draw Down(%) | NA | 6.15 | 14.11 | 14.76 | 14.76 | NA | NA | … | … | 0.67 | 6.15 | 6.46 | 14.76 | 4.95 | 13.08 | 3.58 | 10.58 | 1.99 | 3.28 | 8.49 | 5.54 | 5.34 | 6.85 | 6.59 | 8.09 | 5.55 | 4.91 | 9.40 | 12.68 | 5.43 | 6.10 | 3.51 | 8.09 | 0.00 |
| Yield(%) | NA | 3.18 | 2.58 | 2.34 | 2.31 | NA | NA | … | … | NA | 0.83 | 3.10 | 2.23 | 1.90 | 1.72 | 2.47 | 2.01 | 0.69 | 3.51 | 2.32 | 2.72 | 1.62 | 2.03 | 2.05 | 2.66 | 3.39 | 1.33 | 2.81 | 2.38 | 1.89 | 0.73 | 0.90 | 1.03 | 2.31 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity1 Tactical Asset Allocation Moderate |
0.93%
Mar 2010 – Mar 2013 |
1.25%
Apr 2011 – Apr 2016 |
2.77%
Mar 2010 – Mar 2020 |
3.77%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity1 Tactical Asset Allocation Moderate |
19.98%
Oct 2004 – Oct 2007 |
16.49%
Oct 2002 – Oct 2007 |
9.98%
Apr 2003 – Apr 2013 |
8.63%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart