Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Fixed_Income_RP100_Fidelity Extended Fund Picks_Tactical Asset Allocation | 3.34% | 4.92% | 1.51% | 3.24% | 2.52% | 3.86% | 4.86% | 5.66% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fixed_Income_RP100_Fidelity Extended Fund Picks_Tactical Asset Allocation | 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 (%) | 0.86 | 4.92 | 1.51 | 3.24 | 2.52 | 3.86 | 4.86 | 5.66 | 3.34 | 1.84 | 3.82 | -4.28 | 5.62 | 0.33 | 12.69 | -1.92 | 3.01 | 6.64 | -3.02 | 4.66 | 0.33 | 10.40 | 7.14 | 13.39 | 15.80 | 1.71 | 8.55 | 7.03 | 1.81 | 6.66 | 14.96 | 13.73 | 4.98 |
| Sharpe Ratio | NA | 0.20 | -0.43 | 0.33 | 0.29 | NA | NA | 1.03 | 0.77 | -0.53 | 0.04 | -1.17 | 0.87 | 0.01 | 2.71 | -1.35 | 1.08 | 1.76 | -0.96 | 1.71 | 0.19 | 5.38 | 2.69 | 3.17 | 3.71 | 0.11 | 1.56 | 1.69 | -0.15 | 1.11 | 2.65 | 2.03 | 0.83 |
| Standard Deviation(%) | NA | 3.48 | 3.92 | 4.52 | 4.52 | NA | NA | 4.25 | 3.02 | 3.37 | 3.90 | 4.87 | 6.42 | 7.83 | 4.15 | 2.45 | 2.17 | 3.66 | 3.18 | 2.72 | 1.60 | 1.92 | 2.64 | 4.19 | 4.23 | 6.83 | 3.47 | 2.14 | 3.08 | 5.11 | 5.37 | 6.19 | 3.07 |
| Draw Down(%) | NA | 3.33 | 5.42 | 6.96 | 15.27 | NA | NA | 15.27 | 1.42 | 3.33 | 2.63 | 6.96 | 4.42 | 15.27 | 2.64 | 3.41 | 1.54 | 3.18 | 5.53 | 3.50 | 3.58 | 1.47 | 2.03 | 3.71 | 2.84 | 6.05 | 2.03 | 1.15 | 2.71 | 5.01 | 8.25 | 5.13 | 2.91 |
| Yield(%) | NA | 2.76 | 3.67 | 3.29 | 3.76 | NA | NA | 4.35 | NA | 0.00 | 2.81 | 4.73 | 3.68 | 2.38 | 4.79 | 4.02 | 0.93 | 4.23 | 6.12 | 6.61 | 1.79 | 4.21 | 3.80 | 6.28 | 6.04 | 5.08 | 3.99 | 3.82 | 2.68 | 3.65 | 4.96 | 7.26 | 6.20 |
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 |
|---|---|---|---|---|
| Fixed_Income_RP100_Fidelity Extended Fund Picks_Tactical Asset Allocation |
-0.02%
Feb 2020 - Feb 2023 |
1.40%
Jan 2020 - Jan 2025 |
2.16%
Feb 2013 - Feb 2023 |
3.79%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fixed_Income_RP100_Fidelity Extended Fund Picks_Tactical Asset Allocation |
13.67%
Jan 2009 - Jan 2012 |
10.31%
Oct 2008 - Oct 2013 |
9.23%
Mar 2002 - Mar 2012 |
7.34%
Mar 2002 - Mar 2017 |
Annualized Rolling Returns Comparison Chart