Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| test_Fidelity Extended Fund Picks Strategic Asset Allocation – Optimal Moderate | NA | -4.72% | 1.75% | 1.95% | 8.26% | 6.82% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| test_Fidelity Extended Fund Picks 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 | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | -4.72 | 1.75 | 1.95 | 8.26 | 6.82 | NA | … | … | -5.65 | 9.89 | 0.07 | -2.85 | 4.86 | 13.85 | 13.91 | 0.63 | 17.82 | 30.67 | -27.44 | 8.88 | 14.98 | 13.48 | 14.95 | 24.37 | 6.96 | 10.94 |
| Sharpe Ratio | NA | -0.83 | 0.07 | 0.10 | 0.77 | NA | NA | … | … | -0.83 | 1.96 | -0.02 | -0.34 | 0.87 | 2.17 | 2.20 | 0.05 | 1.59 | 1.60 | -1.20 | 0.61 | 1.42 | 1.92 | 2.06 | 3.97 | 0.70 | 1.03 |
| Standard Deviation(%) | NA | 8.39 | 6.93 | 7.00 | 9.87 | NA | NA | … | … | 8.39 | 4.72 | 7.16 | 8.37 | 5.55 | 6.38 | 6.31 | 12.48 | 11.15 | 19.17 | 23.55 | 9.64 | 8.25 | 5.89 | 6.81 | 5.96 | 8.40 | 8.35 |
| Draw Down(%) | NA | 11.72 | 11.72 | 12.24 | 17.68 | NA | NA | … | … | 11.72 | 2.91 | 6.20 | 11.27 | 4.52 | 7.90 | 4.30 | 12.39 | 8.34 | 17.68 | 39.50 | 7.62 | 10.18 | 5.04 | 9.01 | 5.38 | 12.24 | 9.79 |
| Yield(%) | NA | 6.57 | 2.98 | 3.66 | 4.06 | NA | NA | … | … | 6.53 | 0.23 | 2.11 | 4.58 | 4.87 | 3.81 | 6.82 | 3.41 | 5.22 | 2.04 | 2.89 | 7.45 | 8.91 | 8.75 | 5.12 | 2.60 | 8.58 | 8.40 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| test_Fidelity Extended Fund Picks Strategic Asset Allocation – Optimal Moderate |
-8.85%
Feb 2006 – Feb 2009 |
-0.28%
Feb 2004 – Feb 2009 |
4.76%
Oct 2007 – Oct 2017 |
6.82%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| test_Fidelity Extended Fund Picks Strategic Asset Allocation – Optimal Moderate |
23.05%
Feb 2009 – Feb 2012 |
18.50%
Feb 2009 – Feb 2014 |
10.88%
Mar 2003 – Mar 2013 |
9.09%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart