Nasdaq - Delayed Quote USD
Fidelity Asset Manager 30% (FCANX)
As of 8:06 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.18% |
| 5y Average Return | 3.50% |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 22, 2024) | 22.33% |
| Worst 1Y Total Return (Oct 22, 2024) | -- |
| Best 3Y Total Return | 22.33% |
| Worst 3Y Total Return | -0.35% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FCANX
Category
- YTD
- 7.34%
- 5.91%
- 1-Month
- 1.37%
- 0.61%
- 3-Month
- 4.45%
- 4.02%
- 1-Year
- 14.98%
- 18.59%
- 3-Year
- 1.01%
- 8.56%
- 5-Year
- 3.78%
- 7.44%
- 10-Year
- 3.56%
- 6.20%
- Last Bull Market
- 11.39%
- 11.89%
- Last Bear Market
- -8.16%
- -8.23%
Annual Total Return (%) History
Year
FCANX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.15% | 0.60% | 4.45% | -- |
| 2023 | 3.66% | 1.02% | -3.04% | 7.11% |
| 2022 | -4.79% | -8.16% | -4.10% | 3.41% |
| 2021 | -0.16% | 3.38% | -0.14% | 1.81% |
| 2020 | -7.85% | 9.50% | 2.83% | 5.92% |
| 2019 | 5.42% | 2.28% | 1.00% | 3.11% |
| 2018 | -0.82% | 0.44% | 1.16% | -4.72% |
| 2017 | 2.59% | 1.71% | 1.89% | 1.80% |
| 2016 | 1.38% | 1.90% | 2.22% | -1.09% |
| 2015 | 1.80% | -0.91% | -3.43% | 1.18% |
| 2014 | 1.53% | 2.28% | -1.20% | 1.10% |
| 2013 | 2.40% | -1.12% | 3.08% | 2.42% |
| 2012 | 4.52% | -0.50% | 2.90% | 0.37% |
| 2011 | 1.93% | 0.64% | -4.83% | 3.19% |
| 2010 | 2.72% | -2.39% | 5.87% | 3.36% |
| 2009 | -0.90% | 10.66% | 9.00% | 2.34% |
| 2008 | -3.91% | -0.67% | -6.58% | -10.81% |
Rank in Category (By Total Return)
| YTD | 96 |
| 1-Month | 73 |
| 3-Month | 91 |
| 1-Year | 93 |
| 3-Year | 94 |
| 5-Year | 89 |
Load Adjusted Returns
| 1-Year | 13.98% |
| 3-Year | 1.01% |
| 5-Year | 3.78% |
| 10-Year | 3.56% |
Performance & Risk
| YTD Return | 6.18% |
| 5y Average Return | 3.50% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.67 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--30% to 50% Equity |
| Fund Family | Fidelity Investments |
| Net Assets | 2.05B |
| YTD Return | 7.34% |
| Yield | 1.87% |
| Morningstar Rating | |
| Inception Date | Oct 02, 2018 |
Fund Summary
The fund allocates its assets among three main asset classes: the stock class (equity securities of all types, including funds that invest in such securities), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds, and funds that invest in such securities), and the short-term/money market class (fixed-income securities of all types maturing in one year or less, including funds that invest in such securities).
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