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FSAAX vs. TSAIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FSAAX vs. TSAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Asset Manager 60% Fund Class A (FSAAX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX). The values are adjusted to include any dividend payments, if applicable.

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FSAAX vs. TSAIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSAAX
Fidelity Advisor Asset Manager 60% Fund Class A
-2.59%16.24%9.13%14.38%-16.42%11.48%15.71%20.23%-6.88%14.98%
TSAIX
TIAA-CREF Lifestyle Aggressive Growth Fund
-5.91%20.04%15.46%22.72%-19.57%17.10%19.69%27.97%-11.27%22.35%

Returns By Period

In the year-to-date period, FSAAX achieves a -2.59% return, which is significantly higher than TSAIX's -5.91% return. Over the past 10 years, FSAAX has underperformed TSAIX with an annualized return of 7.46%, while TSAIX has yielded a comparatively higher 10.54% annualized return.


FSAAX

1D
-0.18%
1M
-6.72%
YTD
-2.59%
6M
-0.13%
1Y
13.59%
3Y*
10.24%
5Y*
5.24%
10Y*
7.46%

TSAIX

1D
-0.38%
1M
-9.06%
YTD
-5.91%
6M
-3.40%
1Y
15.03%
3Y*
14.41%
5Y*
7.42%
10Y*
10.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FSAAX vs. TSAIX - Expense Ratio Comparison

FSAAX has a 1.00% expense ratio, which is higher than TSAIX's 0.04% expense ratio.


Return for Risk

FSAAX vs. TSAIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSAAX
FSAAX Risk / Return Rank: 6969
Overall Rank
FSAAX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
FSAAX Sortino Ratio Rank: 7070
Sortino Ratio Rank
FSAAX Omega Ratio Rank: 6767
Omega Ratio Rank
FSAAX Calmar Ratio Rank: 6868
Calmar Ratio Rank
FSAAX Martin Ratio Rank: 7272
Martin Ratio Rank

TSAIX
TSAIX Risk / Return Rank: 4646
Overall Rank
TSAIX Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
TSAIX Sortino Ratio Rank: 4747
Sortino Ratio Rank
TSAIX Omega Ratio Rank: 4848
Omega Ratio Rank
TSAIX Calmar Ratio Rank: 4242
Calmar Ratio Rank
TSAIX Martin Ratio Rank: 4949
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSAAX vs. TSAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Asset Manager 60% Fund Class A (FSAAX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX). 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.


FSAAXTSAIXDifference

Sharpe ratio

Return per unit of total volatility

1.22

0.92

+0.30

Sortino ratio

Return per unit of downside risk

1.74

1.37

+0.37

Omega ratio

Gain probability vs. loss probability

1.25

1.20

+0.05

Calmar ratio

Return relative to maximum drawdown

1.57

1.08

+0.50

Martin ratio

Return relative to average drawdown

6.83

4.80

+2.03

FSAAX vs. TSAIX - Sharpe Ratio Comparison

The current FSAAX Sharpe Ratio is 1.22, which is higher than the TSAIX Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of FSAAX and TSAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FSAAXTSAIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.22

0.92

+0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.46

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

0.60

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.65

-0.18

Correlation

The correlation between FSAAX and TSAIX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

FSAAX vs. TSAIX - Dividend Comparison

FSAAX's dividend yield for the trailing twelve months is around 5.72%, less than TSAIX's 7.84% yield.


TTM20252024202320222021202020192018201720162015
FSAAX
Fidelity Advisor Asset Manager 60% Fund Class A
5.72%5.57%2.99%1.64%4.12%2.27%1.60%3.83%4.15%1.78%0.20%3.80%
TSAIX
TIAA-CREF Lifestyle Aggressive Growth Fund
7.84%7.38%2.94%1.81%9.27%11.82%5.59%5.71%5.71%1.13%4.12%7.19%

Drawdowns

FSAAX vs. TSAIX - Drawdown Comparison

The maximum FSAAX drawdown since its inception was -41.63%, which is greater than TSAIX's maximum drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for FSAAX and TSAIX.


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Drawdown Indicators


FSAAXTSAIXDifference

Max Drawdown

Largest peak-to-trough decline

-41.63%

-34.58%

-7.05%

Max Drawdown (1Y)

Largest decline over 1 year

-7.95%

-11.72%

+3.77%

Max Drawdown (5Y)

Largest decline over 5 years

-22.62%

-28.28%

+5.66%

Max Drawdown (10Y)

Largest decline over 10 years

-24.38%

-34.58%

+10.20%

Current Drawdown

Current decline from peak

-7.13%

-10.28%

+3.15%

Average Drawdown

Average peak-to-trough decline

-5.62%

-4.96%

-0.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.83%

2.77%

-0.94%

Volatility

FSAAX vs. TSAIX - Volatility Comparison

The current volatility for Fidelity Advisor Asset Manager 60% Fund Class A (FSAAX) is 4.08%, while TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a volatility of 5.29%. This indicates that FSAAX experiences smaller price fluctuations and is considered to be less risky than TSAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FSAAXTSAIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.08%

5.29%

-1.21%

Volatility (6M)

Calculated over the trailing 6-month period

6.83%

9.81%

-2.98%

Volatility (1Y)

Calculated over the trailing 1-year period

11.14%

17.09%

-5.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.67%

16.15%

-5.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.90%

17.59%

-6.69%