Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Retirement Reserves Annuity (No Wells Fargo Funds) Strategic Asset Allocation – Optimal Moderate | NA | 23.37% | 1.85% | 6.90% | 6.29% | 7.64% | 7.22% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Retirement Reserves Annuity (No Wells Fargo Funds) Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.23 | 23.37 | 1.85 | 6.90 | 6.29 | 7.64 | 7.22 | … | … | 0.21 | 8.63 | 11.06 | -15.12 | 9.15 | 17.94 | 21.10 | -4.29 | 12.29 | 6.22 | -0.69 | 4.10 | 10.50 | 16.43 | -1.61 | 16.95 | 33.62 | -28.93 | 10.01 | 12.92 | 11.73 | 13.73 | 28.16 | -3.94 | 0.60 |
| Sharpe Ratio | NA | 0.39 | -0.26 | 0.25 | 0.43 | NA | NA | … | … | 0.02 | 0.26 | 0.83 | -1.18 | 0.98 | 0.90 | 2.80 | -0.59 | 2.74 | 0.71 | -0.09 | 0.65 | 1.45 | 2.14 | -0.11 | 1.45 | 1.85 | -1.22 | 0.68 | 1.24 | 1.51 | 1.66 | 3.75 | -0.54 | -0.18 |
| Standard Deviation(%) | NA | 7.86 | 10.41 | 12.64 | 10.47 | NA | NA | … | … | 8.17 | 7.91 | 8.17 | 13.98 | 9.28 | 19.64 | 7.04 | 9.51 | 4.26 | 8.43 | 8.41 | 6.32 | 7.20 | 7.65 | 14.66 | 11.64 | 18.12 | 24.40 | 10.32 | 7.77 | 6.32 | 7.70 | 7.32 | 9.42 | 9.56 |
| Draw Down(%) | NA | 5.13 | 20.99 | 25.40 | 25.40 | NA | NA | … | … | 0.71 | 5.03 | 8.33 | 21.82 | 5.91 | 25.40 | 3.07 | 11.12 | 1.61 | 7.05 | 8.78 | 5.87 | 8.13 | 6.61 | 14.91 | 9.43 | 17.48 | 40.60 | 7.61 | 9.14 | 4.89 | 8.26 | 5.77 | 13.94 | 14.15 |
| Yield(%) | NA | 2.80 | 3.55 | 3.68 | 3.55 | NA | NA | … | … | NA | 0.66 | 2.59 | 3.25 | 4.10 | 3.03 | 4.89 | 5.78 | 0.32 | 2.40 | 4.53 | 4.49 | 2.64 | 3.85 | 2.83 | 2.88 | 3.62 | 4.69 | 8.86 | 7.52 | 6.16 | 3.74 | 3.86 | 3.30 | 4.24 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Retirement Reserves Annuity (No Wells Fargo Funds) Strategic Asset Allocation – Optimal Mod |
-8.68%
Feb 2006 – Feb 2009 |
-0.68%
Feb 2004 – Feb 2009 |
4.67%
Oct 2013 – Oct 2023 |
4.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Retirement Reserves Annuity (No Wells Fargo Funds) Strategic Asset Allocation – Optimal Mod |
23.44%
Feb 2009 – Feb 2012 |
17.66%
Feb 2009 – Feb 2014 |
11.05%
Feb 2009 – Feb 2019 |
9.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart