Fidelity 85/15
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
FXNAX Fidelity U.S. Bond Index Fund | Total Bond Market | 15% |
FZILX Fidelity ZERO International Index Fund | Large Cap Blend Equities, Foreign Large Cap Equities | 25% |
FZROX Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 60% |
Performance
Performance Chart
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Returns By Period
Click Calculate to get resultsMonthly Returns
The table below presents the monthly returns of Fidelity 85/15, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Click Calculate to get resultsExpense Ratio
Fidelity 85/15 has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Fidelity 85/15 is 51, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
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Dividends
Dividend yield
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity 85/15. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The portfolio has not yet recovered.
The current Fidelity 85/15 drawdown is 3.86%.
Click Calculate to get resultsVolatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 3 assets, with an effective number of assets of 2.25, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.