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 Asset Allocation Composite Moderate | NA | 0.22% | 5.18% | 5.39% | 7.99% | 6.16% | NA | 5.08% |
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 Asset Allocation Composite 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 (%) | 1.32 | 0.22 | 5.18 | 5.39 | 7.99 | 6.16 | NA | 5.08 | 196.45 | 14.26 | 5.61 | 0.83 | 6.58 | 15.68 | 11.32 | 3.12 | 11.15 | 10.46 | -18.18 | 5.62 | 12.83 | 5.95 | 9.12 | 19.31 | -10.96 | -6.78 |
| Sharpe Ratio | NA | 1.71 | 0.79 | 0.59 | 0.54 | NA | NA | 0.37 | 1.71 | 3.56 | 0.72 | 0.10 | 1.05 | 2.18 | 1.55 | 0.24 | 1.10 | 0.87 | -0.99 | 0.27 | 1.46 | 0.64 | 1.17 | 2.12 | -1.05 | -0.85 |
| Standard Deviation(%) | NA | 114.06 | 66.01 | 51.34 | 37.01 | NA | NA | 28.52 | 114.06 | 3.82 | 7.52 | 8.23 | 6.27 | 7.17 | 7.26 | 12.94 | 10.09 | 11.92 | 19.39 | 9.56 | 6.54 | 5.89 | 6.97 | 8.78 | 11.54 | 10.73 |
| Draw Down(%) | NA | 8.46 | 8.46 | 8.46 | 14.15 | NA | NA | 31.62 | 8.46 | 1.25 | 4.85 | 7.22 | 4.50 | 6.07 | 5.56 | 9.89 | 7.83 | 14.15 | 27.36 | 6.26 | 6.47 | 4.04 | 4.58 | 8.35 | 17.12 | 17.91 |
| Yield(%) | NA | 1.05 | 1.99 | 2.17 | 2.74 | NA | NA | 2.35 | 1.04 | 1.93 | 2.94 | 2.62 | 2.34 | 2.36 | 3.63 | 3.05 | 2.64 | 4.58 | 2.18 | 2.71 | 2.44 | 1.93 | 1.56 | 1.36 | 1.40 | 1.55 |
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 Asset Allocation Composite Moderate |
-5.43%
Feb 2006 - Feb 2009 |
-0.41%
Feb 2004 - Feb 2009 |
3.82%
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 Asset Allocation Composite Moderate |
54.77%
Nov 2015 - Nov 2018 |
32.34%
Nov 2013 - Nov 2018 |
21.19%
Nov 2008 - Nov 2018 |
14.55%
Nov 2003 - Nov 2018 |
Annualized Rolling Returns Comparison Chart