Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPBIX (Fidelity Advisor 529 Moderate Growth Portfolio) | 5.78% | 16.74% | 14.20% | 6.58% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/21/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPBIX (Fidelity Advisor 529 Moderate Growth Portfolio) | 06/21/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.87 | 16.74 | 14.20 | 6.58 | NA | NA | NA | … | … | 5.78 | 19.40 | 10.77 | 15.47 | -16.77 | 12.04 | 15.79 | 7.55 |
| Sharpe Ratio | NA | 1.57 | 1.11 | 0.35 | NA | NA | NA | … | … | 1.08 | 1.44 | 0.79 | 1.24 | -1.08 | 1.34 | 0.73 | 1.92 |
| Standard Deviation(%) | NA | 9.96 | 10.55 | 11.88 | NA | NA | NA | … | … | 12.66 | 11.69 | 9.06 | 9.58 | 16.95 | 8.96 | 21.16 | 7.05 |
| Draw Down(%) | NA | 7.65 | 11.29 | 24.95 | NA | NA | NA | … | … | 7.65 | 11.29 | 5.26 | 9.41 | 23.71 | 4.65 | 25.00 | 3.72 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/21/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPBIX (Fidelity Advisor 529 Moderate Growth Portfolio) |
0.96%
Apr 2021 – Apr 2024 |
6.37%
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 |
|---|---|---|---|---|
| FPBIX (Fidelity Advisor 529 Moderate Growth Portfolio) |
16.99%
Sep 2022 – Sep 2025 |
10.72%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart