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 - Optimal Moderate | NA | -1.23% | 4.53% | 5.09% | 7.79% | 6.02% | NA | 4.95% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Fidelity Arizona College Savings Plan Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.24 | -1.23 | 4.53 | 5.09 | 7.79 | 6.02 | NA | 4.95 | -6.11 | 12.40 | 5.82 | 1.04 | 6.95 | 15.28 | 11.30 | 3.03 | 11.20 | 10.44 | -18.10 | 5.59 | 12.76 | 5.90 | 9.06 | 19.25 | -11.01 | -6.70 |
| Sharpe Ratio | NA | -0.85 | 0.43 | 0.48 | 0.77 | NA | NA | 0.36 | -0.85 | 3.03 | 0.75 | 0.12 | 1.12 | 2.17 | 1.55 | 0.23 | 1.10 | 0.87 | -0.98 | 0.27 | 1.45 | 0.63 | 1.17 | 2.11 | -1.04 | -0.84 |
| Standard Deviation(%) | NA | 8.75 | 7.01 | 7.12 | 8.74 | NA | NA | 9.69 | 8.75 | 3.88 | 7.46 | 8.24 | 6.18 | 7.02 | 7.25 | 12.91 | 10.07 | 11.92 | 19.40 | 9.57 | 6.52 | 5.90 | 6.96 | 8.81 | 11.59 | 10.77 |
| Draw Down(%) | NA | 12.11 | 12.11 | 12.11 | 14.15 | NA | NA | 31.55 | 12.11 | 1.31 | 4.93 | 7.29 | 4.35 | 5.98 | 5.53 | 9.86 | 7.80 | 14.15 | 27.30 | 6.24 | 6.41 | 4.06 | 4.58 | 8.33 | 17.17 | 17.89 |
| Yield(%) | NA | 0.42 | 1.25 | 1.79 | 2.53 | NA | NA | 2.23 | 0.42 | 0.17 | 3.14 | 2.85 | 2.41 | 2.37 | 3.59 | 2.86 | 2.64 | 4.60 | 2.18 | 2.70 | 2.44 | 1.92 | 1.55 | 1.35 | 1.40 | 1.56 |
Data as of 10/31/2018, 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 - Optimal Moderate |
-5.42%
Feb 2006 - Feb 2009 |
-0.43%
Feb 2004 - Feb 2009 |
3.81%
Feb 2001 - Feb 2011 |
4.58%
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 - Optimal Moderate |
14.60%
Feb 2009 - Feb 2012 |
13.18%
Feb 2009 - Feb 2014 |
7.92%
Nov 2008 - Nov 2018 |
7.41%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart