Fidelity Target Risk Funds Summary Page
for period ending May 31, 2025
More ways to view this list of Fidelity funds:
by Category: Balanced, Digital Assets, High Yield, Infl Protected, Intermed Term, International, Large Cap, Long Term, Mid Cap, Mortg Backed, Multi Cap, Multisector, Regions, Sectors, Short Term, Small Cap, Small-Mid Cap, Target Date, Target Risk, Tax Exempt, Thematic
In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the Fidelity funds.
Sort any column by clicking the heading in the gray row. Click any Fidelity fund name below for full details.
Maximum Drawdown vs. Annual Return
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Fidelity Funds: Target Risk
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S&P 500 (SPY)
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U.S. Bonds (BND)
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Balanced (60% Equity / 40% Bonds)
| Total Return, annualized % | Max DrawDown | |||||||||||
| Fidelity Fund Name | ID | Peer Group | 1 month | YTD | 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | 15 year | 20 year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| U.S. Total Bond Market | BND | Benchmark | -0.7% | 2.5% | 5.4% | * | * | * | * | * | * | * |
| S&P 500 | SPY | Benchmark | 6.3% | 0.9% | 13.2% | * | * | * | * | * | * | * |
| Strategic 60-40 Portfolio | s.6040 | Benchmark | 3.5% | 1.3% | 10.0% | * | * | * | * | * | * | * |
| Asset Manager 85% | FAMRX | Asset Allocation | 5.2% | 4.4% | 10.2% | * | * | * | * | * | * | * |
| Risk Parity Fund | FAPSX | Asset Allocation | 1.9% | 5.8% | 10.0% | * | * | * | * | * | * | * |
| Asset Manager 70% | FASGX | Asset Allocation | 4.3% | 3.9% | 9.3% | * | * | * | * | * | * | * |
| Asset Manager 20% | FASIX | Asset Allocation | 1.1% | 2.5% | 6.3% | * | * | * | * | * | * | * |
| Asset Manager 50% | FASMX | Asset Allocation | 2.9% | 3.4% | 8.1% | * | * | * | * | * | * | * |
| Asset Manager 40% | FFANX | Asset Allocation | 2.3% | 3.1% | 7.5% | * | * | * | * | * | * | * |
| Multi-Asset Index | FFNOX | Asset Allocation | 4.7% | 5.4% | 11.7% | * | * | * | * | * | * | * |
| Health Savings Fund | FHLSX | Asset Allocation | 2.1% | 3.6% | 8.3% | * | * | * | * | * | * | * |
| Health Savings Index | FHSNX | Asset Allocation | 1.8% | 4.0% | 8.9% | * | * | * | * | * | * | * |
| Managed Retirement Income | FIRMX | Asset Allocation | 0.8% | 3.6% | 6.8% | * | * | * | * | * | * | * |
| Multi-Asset Income | FMSDX | Asset Allocation | 3.4% | 1.6% | 5.6% | * | * | * | * | * | * | * |
| Asset Manager 60% | FSANX | Asset Allocation | 3.5% | 3.7% | 8.7% | * | * | * | * | * | * | * |
| Strategic Dividend & Income | FSDIX | Asset Allocation | 2.6% | 2.6% | 5.1% | * | * | * | * | * | * | * |
| Strategic Real Return | FSRRX | Asset Allocation | 0.9% | 2.5% | 3.0% | * | * | * | * | * | * | * |
| Asset Manager 30% | FTANX | Asset Allocation | 1.6% | 2.8% | 7.0% | * | * | * | * | * | * | * |