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 Strategic Asset Allocation - Optimal Moderate | NA | 19.90% | 4.03% | 4.54% | 4.18% | 5.40% | 4.87% | 4.89% |
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 Strategic Asset Allocation - Optimal 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 (%) | -1.18 | 19.90 | 4.03 | 4.54 | 4.18 | 5.40 | 4.87 | 4.89 | NA | 9.05 | 11.09 | -8.88 | 8.77 | 1.06 | 15.34 | -9.37 | 13.26 | 3.66 | 0.04 | 2.61 | 10.24 | 11.12 | -0.47 | 12.77 | 27.49 | -24.10 | 2.77 | 10.34 | 6.01 | 10.36 | 18.14 | -8.01 | 1.24 |
| Sharpe Ratio | NA | 0.43 | -0.03 | 0.12 | 0.15 | NA | NA | 0.24 | 0.01 | 0.37 | 0.81 | -0.87 | 0.96 | 0.04 | 2.36 | -0.27 | 2.51 | 0.41 | 0.00 | 0.39 | 1.49 | 1.44 | -0.03 | 1.00 | 1.30 | -1.05 | -0.02 | 0.95 | 0.51 | 1.16 | 1.81 | -0.68 | -0.08 |
| Standard Deviation(%) | NA | 6.66 | 9.22 | 12.98 | 16.27 | NA | NA | 14.31 | 7.55 | 6.68 | 8.45 | 11.81 | 9.09 | 22.43 | 5.90 | 39.99 | 5.04 | 8.49 | 8.84 | 6.71 | 6.85 | 7.71 | 14.96 | 12.64 | 21.12 | 23.82 | 9.29 | 7.44 | 7.52 | 8.10 | 9.62 | 13.39 | 13.58 |
| Draw Down(%) | NA | 4.00 | 15.30 | 22.21 | 22.21 | NA | NA | 40.02 | 0.69 | 4.00 | 7.28 | 15.89 | 5.28 | 22.21 | 3.01 | 20.28 | 2.31 | 6.37 | 9.35 | 4.30 | 7.39 | 5.63 | 14.02 | 9.23 | 18.56 | 35.68 | 5.90 | 6.22 | 5.50 | 6.75 | 7.60 | 20.59 | 16.00 |
| Yield(%) | NA | 4.05 | 3.49 | 2.73 | 2.33 | NA | NA | 2.29 | NA | 0.98 | 3.90 | 3.74 | 2.03 | 1.28 | 1.65 | 1.53 | 0.31 | 3.10 | 1.93 | 3.06 | 2.39 | 2.98 | 2.82 | 3.11 | 3.35 | 2.30 | 2.22 | 2.43 | 3.01 | 1.73 | 0.77 | 0.91 | 1.16 |
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 Strategic Asset Allocation - Optimal Moderate |
-10.22%
Feb 2006 - Feb 2009 |
-3.30%
Feb 2004 - Feb 2009 |
2.70%
Oct 2013 - Oct 2023 |
2.84%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| My Fidelity etf Plan Strategic Asset Allocation - Optimal Moderate |
20.48%
Feb 2009 - Feb 2012 |
15.18%
Feb 2009 - Feb 2014 |
8.88%
Feb 2009 - Feb 2019 |
7.41%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart