Fidelity Go Super Alternative
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Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Go Super Alternative, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
The earliest data available for this chart is Jun 14, 2016, corresponding to the inception date of FTIHX
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y (annualized) | 10Y (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 26.84% | 5.60% | 14.34% | 32.39% | 14.23% | 11.32% |
| Fidelity Go Super Alternative | 20.79% | 4.39% | 10.76% | 27.21% | 13.05% | N/A |
| Portfolio components: | ||||||
FXAIX Fidelity 500 Index Fund | 28.45% | 6.04% | 13.75% | 34.29% | 15.73% | 13.23% |
FTIHX Fidelity Total International Index Fund | 8.67% | -0.07% | 1.71% | 14.81% | 5.53% | N/A |
FSMDX Fidelity Mid Cap Index Fund | 23.45% | 8.13% | 17.16% | 31.63% | 10.74% | 9.41% |
FMNDX Fidelity Conservative Income Municipal Bond Fund Institutional Class | 3.25% | 0.10% | 1.79% | 3.45% | 1.61% | 1.31% |
VTEB Vanguard Tax-Exempt Bond ETF | 2.75% | 1.39% | 3.50% | 4.69% | 1.38% | N/A |
FSSNX Fidelity Small Cap Index Fund | 20.81% | 9.06% | 17.94% | 32.12% | 9.66% | 9.20% |
SCHD Schwab US Dividend Equity ETF | 18.16% | 3.73% | 14.22% | 24.47% | 12.66% | 11.56% |
VGT Vanguard Information Technology ETF | 31.19% | 7.81% | 14.87% | 37.54% | 22.82% | 20.87% |
Monthly Returns
The table below presents the monthly returns of Fidelity Go Super Alternative, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.12% | 4.01% | 3.18% | -4.00% | 4.41% | 2.30% | 2.52% | 2.05% | 2.01% | -1.89% | 4.35% | 20.79% | |
| 2023 | 7.03% | -2.56% | 3.10% | 0.72% | -0.35% | 5.79% | 3.64% | -2.69% | -4.60% | -3.11% | 9.22% | 5.51% | 22.63% |
| 2022 | -4.80% | -2.84% | 2.18% | -7.81% | 0.92% | -8.56% | 7.47% | -4.00% | -9.60% | 7.22% | 7.95% | -4.66% | -17.23% |
| 2021 | -0.33% | 3.15% | 3.53% | 3.96% | 1.45% | 1.68% | 0.86% | 2.54% | -4.24% | 5.31% | -1.57% | 4.21% | 22.11% |
| 2020 | -0.83% | -7.86% | -13.48% | 11.61% | 5.16% | 3.11% | 5.12% | 6.50% | -3.16% | -2.01% | 12.60% | 4.81% | 19.93% |
| 2019 | 7.79% | 3.70% | 1.65% | 3.83% | -6.75% | 7.01% | 0.79% | -2.06% | 2.32% | 2.62% | 3.10% | 3.35% | 30.01% |
| 2018 | 5.56% | -3.85% | -1.79% | 0.17% | 1.89% | -0.31% | 3.10% | 2.42% | 0.37% | -7.61% | 1.41% | -7.81% | -7.15% |
| 2017 | 2.46% | 3.11% | 1.26% | 1.44% | 2.29% | 0.05% | 2.73% | 0.69% | 2.07% | 3.13% | 2.23% | 1.32% | 25.26% |
| 2016 | 1.46% | 4.51% | 0.67% | 0.98% | -1.78% | 1.66% | 1.75% | 9.50% |
Expense Ratio
Fidelity Go Super Alternative has an expense ratio of 0.05%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Fidelity Go Super Alternative is 48, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | 2.76 | 3.67 | 1.52 | 3.99 | 17.97 |
FTIHX Fidelity Total International Index Fund | 1.08 | 1.58 | 1.20 | 1.31 | 4.92 |
FSMDX Fidelity Mid Cap Index Fund | 2.37 | 3.27 | 1.41 | 2.44 | 13.36 |
FMNDX Fidelity Conservative Income Municipal Bond Fund Institutional Class | 3.14 | 8.85 | 3.37 | 16.78 | 44.39 |
VTEB Vanguard Tax-Exempt Bond ETF | 1.20 | 1.72 | 1.23 | 0.97 | 4.90 |
FSSNX Fidelity Small Cap Index Fund | 1.50 | 2.20 | 1.27 | 1.54 | 8.22 |
SCHD Schwab US Dividend Equity ETF | 2.19 | 3.17 | 1.39 | 4.06 | 11.81 |
VGT Vanguard Information Technology ETF | 1.78 | 2.31 | 1.32 | 2.45 | 8.76 |
Dividends
Dividend yield
Fidelity Go Super Alternative provided a 1.84% dividend yield over the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.84% | 2.05% | 2.06% | 1.77% | 1.70% | 2.13% | 2.11% | 1.63% | 1.50% | 1.65% | 1.73% | 1.34% |
| Portfolio components: | ||||||||||||
FXAIX Fidelity 500 Index Fund | 1.20% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
FTIHX Fidelity Total International Index Fund | 2.56% | 2.78% | 2.51% | 2.55% | 1.62% | 2.61% | 2.21% | 1.36% | 0.40% | 0.00% | 0.00% | 0.00% |
FSMDX Fidelity Mid Cap Index Fund | 0.92% | 1.39% | 1.59% | 1.10% | 1.37% | 1.42% | 1.85% | 1.32% | 1.35% | 2.29% | 3.82% | 2.74% |
FMNDX Fidelity Conservative Income Municipal Bond Fund Institutional Class | 2.99% | 2.88% | 1.07% | 0.27% | 0.86% | 1.57% | 1.44% | 0.97% | 0.69% | 0.41% | 0.26% | 0.02% |
VTEB Vanguard Tax-Exempt Bond ETF | 3.07% | 2.79% | 2.09% | 1.65% | 1.99% | 2.30% | 2.25% | 1.96% | 1.66% | 0.58% | 0.00% | 0.00% |
FSSNX Fidelity Small Cap Index Fund | 1.02% | 1.43% | 1.26% | 1.26% | 0.94% | 1.32% | 1.33% | 1.15% | 1.24% | 2.80% | 4.80% | 2.82% |
SCHD Schwab US Dividend Equity ETF | 3.35% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
VGT Vanguard Information Technology ETF | 0.59% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Go Super Alternative. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Go Super Alternative was 33.73%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.73% | Feb 13, 2020 | 27 | Mar 23, 2020 | 99 | Aug 12, 2020 | 126 |
| -25.62% | Jan 5, 2022 | 196 | Oct 12, 2022 | 298 | Dec 14, 2023 | 494 |
| -18.67% | Sep 24, 2018 | 64 | Dec 24, 2018 | 75 | Apr 12, 2019 | 139 |
| -9.94% | Jan 29, 2018 | 9 | Feb 8, 2018 | 142 | Aug 29, 2018 | 151 |
| -8.2% | Jul 17, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
Volatility
Volatility Chart
The current Fidelity Go Super Alternative volatility is 2.92%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| FMNDX | VTEB | FTIHX | VGT | SCHD | FSSNX | FXAIX | FSMDX | |
|---|---|---|---|---|---|---|---|---|
| FMNDX | 1.00 | 0.25 | 0.02 | 0.03 | 0.01 | 0.01 | 0.02 | 0.01 |
| VTEB | 0.25 | 1.00 | 0.06 | 0.04 | -0.01 | 0.01 | 0.02 | 0.04 |
| FTIHX | 0.02 | 0.06 | 1.00 | 0.67 | 0.68 | 0.70 | 0.76 | 0.76 |
| VGT | 0.03 | 0.04 | 0.67 | 1.00 | 0.62 | 0.69 | 0.89 | 0.77 |
| SCHD | 0.01 | -0.01 | 0.68 | 0.62 | 1.00 | 0.77 | 0.81 | 0.84 |
| FSSNX | 0.01 | 0.01 | 0.70 | 0.69 | 0.77 | 1.00 | 0.81 | 0.93 |
| FXAIX | 0.02 | 0.02 | 0.76 | 0.89 | 0.81 | 0.81 | 1.00 | 0.91 |
| FSMDX | 0.01 | 0.04 | 0.76 | 0.77 | 0.84 | 0.93 | 0.91 | 1.00 |