Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FQLIX (Fidelity Advisor 529 Portfolio 2037) | 5.69% | 16.64% | 14.48% | 6.68% | 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 |
|---|---|---|
| FQLIX (Fidelity Advisor 529 Portfolio 2037) | 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 (%) | -2.89 | 16.64 | 14.48 | 6.68 | NA | NA | NA | … | … | 5.69 | 19.44 | 12.00 | 16.60 | -18.05 | 15.26 | 17.40 | 8.66 |
| Sharpe Ratio | NA | 1.55 | 1.09 | 0.33 | NA | NA | NA | … | … | 1.06 | 1.39 | 0.56 | 1.21 | -0.99 | 1.37 | 0.62 | 1.54 |
| Standard Deviation(%) | NA | 10.08 | 10.99 | 13.13 | NA | NA | NA | … | … | 12.63 | 12.18 | 9.74 | 10.33 | 19.64 | 11.10 | 27.42 | 10.30 |
| Draw Down(%) | NA | 7.59 | 11.77 | 26.72 | NA | NA | NA | … | … | 7.59 | 11.77 | 5.89 | 9.88 | 25.33 | 5.77 | 30.58 | 5.94 |
| 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 |
|---|---|---|---|---|
| FQLIX (Fidelity Advisor 529 Portfolio 2037) |
1.13%
Apr 2021 – Apr 2024 |
6.69%
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 |
|---|---|---|---|---|
| FQLIX (Fidelity Advisor 529 Portfolio 2037) |
17.93%
Sep 2022 – Sep 2025 |
13.09%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart