OTC Markets OTCPK - Delayed Quote USD

Fidelity Asset Allocation Pr Pl Tr I5 (0P0001MHKJ)

13.00 +0.01 (+0.06%)
At close: July 30 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.19%
5y Average Return 0.00%
Number of Years Up --
Number of Years Down --
Best 1Y Total Return (Jul 30, 2024) --
Worst 1Y Total Return (Jul 30, 2024) --
Best 3Y Total Return --
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001MHKJ
Category
YTD
0.00%
0.00%
1-Month
0.00%
0.00%
3-Month
0.00%
0.00%
1-Year
0.00%
0.00%
3-Year
0.00%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001MHKJ
Category
2024
--
--
2023
6.85%
--
2022
-8.24%
--
2021
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.56% 1.10% -- --
2023 2.77% -0.17% -1.77% 6.01%
2022 -3.38% -8.28% -0.20% 3.74%
2021 0.07% 3.26% -- --

Rank in Category (By Total Return)

Load Adjusted Returns

Performance & Risk

YTD Return 3.19%
5y Average Return 0.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Fidelity Investments Canada ULC
Net Assets 82.04M
YTD Return --
Yield --
Morningstar Rating --
Inception Date May 18, 2021

Fund Summary

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