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S&P 500   1,667   17.00  Index Moved Up 1.03%
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Collecting data for ^GSPC and FTANX ...

Asset Comparison and Correlation

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Investment horizon: 
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 S&P 500  vs   Fidelity Asset Manager 30%
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Daily Returns (%)
GSPC   FTANX   
 
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Timeline
Assuming 30 trading days horizon, S&P 500 is expected to generate 3.44 times more return on investment than Fidelity. However, SP 500 is 3.44 times more volatile than Fidelity Asset Manager 30. It trades about 0.6 of its potential returns per unit of risk. Fidelity Asset Manager 30 is currently generating about 0.63 per unit of risk. If you would invest  156,250  in S&P 500 on April 19, 2013 and sell it today you would earn a total of  10,497  from holding S&P 500 or generate 6.72% return on investment over 30 days.

Diversification

Poor diversification
Overlapping area represents amount of risk that can be diversified away by holding S&P 500 and Fidelity Asset Manager 30% in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.7
Parameters
Time Period1 Month [change]
DirectionPositive FTANX Moved Up vs ^GSPC
StrengthSignificant
Accuracy90.48%
ValuesDaily Returns
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Predicted Return Density
 
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Returns   
GSPC   FTANX   

S&P 500

 
Profile
    
SP 500
Performance
33
Out Of
100
Over 30
Days
?
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Fidelity Asset Manager 30

Alpha
 
Profile
    
Fidelity
Performance
35
Out Of
100
Over 30
Days
?
65% of all equities and portfolios perform better than Fidelity Asset Manager 30. Compared with the overall equity markets, risk-adjusted returns on investments in Fidelity Asset Manager 30 are ranked lower than 35 (%) of all global equities and portfolios over the last 30 days.
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