Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| My Fidelity etf Plan Tactical Asset Allocation Moderate | NA | 25.82% | 1.85% | 3.21% | 2.04% | 3.37% | 3.83% | 4.27% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| My Fidelity etf Plan 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 | 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 (%) | -1.60 | 25.82 | 1.85 | 3.21 | 2.04 | 3.37 | 3.83 | 4.27 | NA | 12.38 | 13.95 | -20.30 | 16.27 | -2.36 | 8.20 | -5.74 | -0.38 | 8.52 | -5.06 | 1.50 | 10.22 | 11.17 | -2.32 | 10.04 | 18.92 | -7.61 | 0.02 | 12.10 | 2.16 | 7.90 | 11.65 | 2.66 | 3.93 |
| Sharpe Ratio | NA | 0.70 | -0.20 | 0.03 | 0.01 | NA | NA | 0.22 | -0.02 | 0.66 | 1.00 | -1.35 | 1.53 | -0.16 | 1.47 | -0.17 | -0.09 | 1.23 | -0.80 | 0.21 | 1.28 | 1.81 | -0.23 | 0.68 | 1.33 | -1.03 | -0.29 | 1.68 | 0.00 | 1.10 | 2.58 | 0.15 | 0.13 |
| Standard Deviation(%) | NA | 8.78 | 11.97 | 12.83 | 16.47 | NA | NA | 12.80 | 9.96 | 8.81 | 9.70 | 16.09 | 10.61 | 16.64 | 4.64 | 40.65 | 11.63 | 6.79 | 6.39 | 6.91 | 7.93 | 6.13 | 10.06 | 14.55 | 14.11 | 8.25 | 10.22 | 5.25 | 5.85 | 6.35 | 4.25 | 10.72 | 12.54 |
| Draw Down(%) | NA | 4.91 | 21.71 | 23.93 | 23.93 | NA | NA | 23.93 | 0.91 | 4.91 | 8.84 | 23.82 | 5.79 | 14.17 | 2.32 | 20.29 | 10.01 | 4.13 | 9.51 | 6.86 | 8.98 | 3.99 | 8.96 | 8.91 | 6.48 | 12.79 | 9.58 | 2.90 | 4.37 | 8.55 | 1.61 | 17.84 | 15.97 |
| Yield(%) | NA | 2.53 | 3.00 | 2.43 | 2.12 | NA | NA | 2.49 | NA | 0.63 | 2.48 | 3.23 | 2.95 | 1.11 | 2.10 | 1.73 | 0.28 | 3.11 | 1.62 | 2.37 | 1.68 | 3.83 | 3.29 | 2.67 | 3.49 | 3.58 | 2.79 | 3.20 | 3.43 | 2.29 | 1.97 | 1.61 | 1.91 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| My Fidelity etf Plan Tactical Asset Allocation Moderate |
-3.64%
Sep 2019 - Sep 2022 |
-1.87%
Sep 2017 - Sep 2022 |
-0.03%
Oct 2013 - Oct 2023 |
1.94%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| My Fidelity etf Plan Tactical Asset Allocation Moderate |
9.74%
Jan 2009 - Jan 2012 |
9.82%
Feb 2009 - Feb 2014 |
6.69%
Apr 2003 - Apr 2013 |
5.65%
Oct 2001 - Oct 2016 |
Annualized Rolling Returns Comparison Chart