Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| Fidelity Total Return Bond Plan Asset Allocation Composite Moderate | 5.81% | 1.71% | 0.28% | 0.25% | -0.52% | 1.62% | 3.63% | 4.55% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Total Return Bond Plan Asset Allocation Composite Moderate | 12/31/2000 | 05/19/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | 0.51 | 0.28 | 0.25 | -0.52 | 1.62 | 3.63 | 4.55 | 5.81 | 1.71 | -1.23 | 4.18 | -6.41 | 4.17 | -6.44 | 9.71 | -0.41 | 7.00 | 5.48 | 1.41 | 3.63 | 5.30 | 10.70 | 4.86 | 15.82 | 20.28 | -3.45 | 4.13 | 11.00 | 4.01 | 7.60 | 28.84 | 7.80 | 6.15 |
| Sharpe Ratio | NA | -1.74 | -0.77 | -0.36 | -0.06 | NA | NA | 0.96 | -0.27 | -1.77 | -0.01 | -1.80 | 1.23 | -0.89 | 2.27 | -0.72 | 2.75 | 1.52 | 0.41 | 1.25 | 1.51 | 3.24 | 1.15 | 3.75 | 3.28 | -0.64 | 0.27 | 2.23 | 0.59 | 0.94 | 5.30 | 1.67 | 0.79 |
| Standard Deviation(%) | NA | 4.73 | 4.69 | 4.38 | 4.33 | NA | NA | 4.55 | 4.50 | 4.42 | 5.66 | 4.33 | 3.38 | 7.53 | 3.65 | 2.38 | 2.32 | 3.47 | 3.38 | 2.90 | 3.48 | 3.28 | 4.18 | 4.20 | 6.15 | 6.83 | 4.16 | 3.46 | 3.12 | 7.07 | 5.31 | 4.00 | 4.86 |
| Draw Down(%) | NA | 6.68 | 6.68 | 12.21 | 16.67 | NA | NA | 16.67 | 2.80 | 6.09 | 6.30 | 8.76 | 2.76 | 16.67 | 2.37 | 2.08 | 1.31 | 3.38 | 2.49 | 4.26 | 5.09 | 4.01 | 3.95 | 3.33 | 7.59 | 6.42 | 3.05 | 2.91 | 2.81 | 7.56 | 6.18 | 5.03 | 4.14 |
| Yield(%) | NA | 4.92 | 3.69 | 4.02 | 4.02 | NA | NA | 5.48 | NA | 1.08 | 5.50 | 2.81 | 5.32 | 2.40 | 3.72 | 4.55 | 3.58 | 2.94 | 4.02 | 5.58 | 5.83 | 6.07 | 5.34 | 5.88 | 7.26 | 5.47 | 5.91 | 5.52 | 5.98 | 6.75 | 7.24 | 8.63 | 8.66 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Total Return Bond Plan Asset Allocation Composite Moderate |
-3.02%
Dec 2019 - Dec 2022 |
-1.26%
Dec 2019 - Dec 2024 |
1.42%
Jan 2015 - Jan 2025 |
3.31%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Total Return Bond Plan Asset Allocation Composite Moderate |
15.55%
Feb 2009 - Feb 2012 |
12.30%
Jul 2002 - Jul 2007 |
10.31%
Apr 2001 - Apr 2011 |
8.64%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart