Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIWBX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND CLASS Z) | 3.96% | 15.43% | 11.33% | 5.55% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIWBX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND CLASS Z) | 10/05/2018 | 06/10/2026 |
| 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 (%) | -2.63 | 15.43 | 11.33 | 5.55 | NA | NA | NA | … | … | 3.96 | 14.26 | 9.95 | 11.84 | -12.76 | 17.88 | 16.66 | 23.24 | -3.62 |
| Sharpe Ratio | NA | 1.46 | 0.90 | 0.34 | NA | NA | NA | … | … | 0.83 | 0.98 | 0.81 | 1.05 | -1.20 | 2.08 | 0.92 | 3.09 | -1.71 |
| Standard Deviation(%) | NA | 10.21 | 9.68 | 9.85 | NA | NA | NA | … | … | 11.64 | 11.69 | 7.82 | 7.84 | 11.84 | 8.58 | 17.82 | 7.04 | 9.62 |
| Draw Down(%) | NA | 6.47 | 13.15 | 17.43 | NA | NA | NA | … | … | 6.47 | 12.15 | 4.85 | 6.28 | 16.92 | 3.51 | 21.64 | 3.23 | 7.19 |
| Yield(%) | 0.00 | 3.72 | 4.27 | 3.74 | 3.78 | 2.52 | 1.89 | … | … | 1.11 | 4.23 | 4.14 | 4.61 | 4.00 | 3.76 | 3.87 | 3.46 | 0.95 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| FIWBX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND CLASS Z) |
1.89%
Apr 2021 – Apr 2024 |
6.63%
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 |
|---|---|---|---|---|
| FIWBX (FIDELITY ADVISOR MULTI-ASSET INCOME FUND CLASS Z) |
19.23%
Dec 2018 – Dec 2021 |
10.73%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart