FSANX vs. FFANX
Compare and contrast key facts about Fidelity Asset Manager 60% Fund (FSANX) and Fidelity Asset Manager 40% Fund (FFANX).
FSANX is managed by BlackRock. It was launched on Oct 9, 2007. FFANX is managed by BlackRock. It was launched on Oct 9, 2007.
Performance
FSANX vs. FFANX - Performance Comparison
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FSANX vs. FFANX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | -0.59% | 16.61% | 9.48% | 14.81% | -16.25% | 11.85% | 16.15% | 20.64% | -6.60% | 15.04% |
FFANX Fidelity Asset Manager 40% Fund | -0.14% | 13.16% | 7.40% | 11.52% | -13.62% | 8.03% | 13.10% | 15.81% | -4.06% | 11.25% |
Returns By Period
In the year-to-date period, FSANX achieves a -0.59% return, which is significantly lower than FFANX's -0.14% return. Over the past 10 years, FSANX has outperformed FFANX with an annualized return of 7.95%, while FFANX has yielded a comparatively lower 6.28% annualized return.
FSANX
- 1D
- 2.04%
- 1M
- -4.34%
- YTD
- -0.59%
- 6M
- 1.74%
- 1Y
- 15.71%
- 3Y*
- 11.32%
- 5Y*
- 5.77%
- 10Y*
- 7.95%
FFANX
- 1D
- 1.44%
- 1M
- -3.24%
- YTD
- -0.14%
- 6M
- 1.77%
- 1Y
- 12.13%
- 3Y*
- 9.01%
- 5Y*
- 4.47%
- 10Y*
- 6.28%
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FSANX vs. FFANX - Expense Ratio Comparison
FSANX has a 0.68% expense ratio, which is higher than FFANX's 0.52% expense ratio.
Return for Risk
FSANX vs. FFANX — Risk / Return Rank
FSANX
FFANX
FSANX vs. FFANX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 60% Fund (FSANX) and Fidelity Asset Manager 40% Fund (FFANX). 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.
| FSANX | FFANX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.59 | -0.15 |
Sortino ratioReturn per unit of downside risk | 2.05 | 2.26 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.33 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 2.22 | -0.19 |
Martin ratioReturn relative to average drawdown | 8.73 | 9.23 | -0.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSANX | FFANX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.59 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.58 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.82 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.63 | -0.13 |
Correlation
The correlation between FSANX and FFANX is 0.98, 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
FSANX vs. FFANX - Dividend Comparison
FSANX's dividend yield for the trailing twelve months is around 5.88%, more than FFANX's 3.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | 5.88% | 5.84% | 3.28% | 1.93% | 4.44% | 2.52% | 1.89% | 4.14% | 4.43% | 1.78% | 0.20% | 4.12% |
FFANX Fidelity Asset Manager 40% Fund | 3.97% | 3.97% | 2.81% | 2.49% | 5.75% | 2.35% | 2.36% | 3.67% | 4.56% | 2.56% | 1.43% | 3.18% |
Drawdowns
FSANX vs. FFANX - Drawdown Comparison
The maximum FSANX drawdown since its inception was -41.49%, which is greater than FFANX's maximum drawdown of -31.69%. Use the drawdown chart below to compare losses from any high point for FSANX and FFANX.
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Drawdown Indicators
| FSANX | FFANX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.49% | -31.69% | -9.80% |
Max Drawdown (1Y)Largest decline over 1 year | -7.96% | -5.67% | -2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -22.39% | -18.52% | -3.87% |
Max Drawdown (10Y)Largest decline over 10 years | -24.42% | -18.52% | -5.90% |
Current DrawdownCurrent decline from peak | -5.20% | -3.83% | -1.37% |
Average DrawdownAverage peak-to-trough decline | -5.48% | -3.83% | -1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 1.36% | +0.49% |
Volatility
FSANX vs. FFANX - Volatility Comparison
Fidelity Asset Manager 60% Fund (FSANX) has a higher volatility of 4.75% compared to Fidelity Asset Manager 40% Fund (FFANX) at 3.47%. This indicates that FSANX's price experiences larger fluctuations and is considered to be riskier than FFANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSANX | FFANX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 3.47% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 7.15% | 5.08% | +2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.30% | 7.91% | +3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.73% | 7.80% | +2.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.91% | 7.64% | +3.27% |