Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIQBX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS Z) | 10.07% | 23.05% | 15.59% | 7.87% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIQBX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS Z) | 10/05/2018 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.34 | 23.05 | 15.59 | 7.87 | NA | NA | NA | … | … | 10.07 | 18.32 | 10.83 | 16.52 | -16.71 | 14.05 | 17.29 | 22.91 | -9.77 |
| Sharpe Ratio | NA | 1.83 | 1.10 | 0.42 | NA | NA | NA | … | … | 1.39 | 1.23 | 0.79 | 1.38 | -1.04 | 1.46 | 0.73 | 2.59 | -2.33 |
| Standard Deviation(%) | NA | 10.73 | 11.03 | 12.30 | NA | NA | NA | … | … | 13.33 | 12.62 | 9.16 | 9.42 | 17.49 | 9.64 | 23.37 | 8.26 | 16.20 |
| Draw Down(%) | NA | 7.97 | 12.76 | 23.52 | NA | NA | NA | … | … | 7.97 | 12.76 | 5.84 | 9.19 | 22.79 | 4.54 | 27.18 | 4.27 | 13.08 |
| Yield(%) | 0.00 | 7.77 | 5.44 | 4.46 | 4.09 | 2.73 | 2.05 | … | … | 0.00 | 8.23 | 5.04 | 2.07 | 5.28 | 3.19 | 2.58 | 6.17 | 5.47 |
Data as of 06/11/2026, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIQBX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS Z) |
1.87%
Apr 2021 – Apr 2024 |
6.97%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIQBX (FIDELITY ASSET MANAGER 70% FIDELITY ADVISOR ASSET MANAGER 70%: CLASS Z) |
18.03%
Dec 2018 – Dec 2021 |
11.25%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart