Z-Share Portfolio 60/40 Mix Analysis

Created: 29-Oct-2021  |  Market Data as of: 31-Mar-2025

Z-Share Portfolio 60/40 Mix vs Fidelity Target Allocation 60/40

Hi Gus! How can we help?

Have questions about what you see here? Talk to our National Sales Desk about this analysis, your investing interests, questions relating to your practice, and more. 800-544-9999

Performance Statistics

All returns are quarter end. Returns data as of 03/31/2025.

Past performance does not guarantee or indicate future results. Mutual fund results do not reflect the deduction of sales loads. If applicable and sales charges were included, results would be lower. Please see "Fund Details Performance and Expenses" for standard performance of all funds. Data is unavailable if a fund in the current portfolio has less than a three-year track record.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Please see glossary for definitions of terms.

All returns are quarter end. Returns data as of 03/31/2025.

Past performance does not guarantee or indicate future results. Mutual fund results do not reflect the deduction of sales loads. If applicable and sales charges were included, results would be lower. Please see "Fund Details Performance and Expenses" for standard performance of all funds. Data is unavailable if a fund in the current portfolio has less than a three-year track record.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Please see glossary for definitions of terms.

All returns are quarter end. Returns data as of 03/31/2025.

Past performance does not guarantee or indicate future results. Mutual fund results do not reflect the deduction of sales loads. If applicable and sales charges were included, results would be lower. Please see "Fund Details Performance and Expenses" for standard performance of all funds. Data is unavailable if a fund in the current portfolio has less than a three-year track record.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Please see glossary for definitions of terms.

All returns are quarter end. Returns data as of 03/31/2025.

Past performance does not guarantee or indicate future results. Mutual fund results do not reflect the deduction of sales loads. If applicable and sales charges were included, results would be lower. Please see "Fund Details Performance and Expenses" for standard performance of all funds. Data is unavailable if a fund in the current portfolio has less than a three-year track record.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Please see glossary for definitions of terms.

Sharpe Ratio
Z-Share Portfolio 60/40 Mix - 3 Year Fidelity Target Allocation 60/40 - 3 Year

All returns are quarter end. Returns data as of 03/31/2025.

Sharpe Ratio includes risk-free rate. 3-month treasury rate is used as the risk-free rate and updated on a regular basis.

Past performance does not guarantee or indicate future results. Mutual fund results do not reflect the deduction of sales loads. If applicable and sales charges were included, results would be lower. Please see "Fund Details Performance and Expenses" for standard performance of all funds. Data is unavailable if a fund in the current portfolio has less than a three-year track record.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Z-Share Portfolio 60/40 Mix - 3 Year S&P 500 - 3 Year

All returns are quarter end. Returns data as of 03/31/2025.

Sharpe Ratio includes risk-free rate. 3-month treasury rate is used as the risk-free rate and updated on a regular basis.

Past performance does not guarantee or indicate future results. Mutual fund results do not reflect the deduction of sales loads. If applicable and sales charges were included, results would be lower. Please see "Fund Details Performance and Expenses" for standard performance of all funds. Data is unavailable if a fund in the current portfolio has less than a three-year track record.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Z-Share Portfolio 60/40 Mix - 5 Year Fidelity Target Allocation 60/40 - 5 Year

All returns are quarter end. Returns data as of 03/31/2025.

Sharpe Ratio includes risk-free rate. 3-month treasury rate is used as the risk-free rate and updated on a regular basis.

Past performance does not guarantee or indicate future results. Mutual fund results do not reflect the deduction of sales loads. If applicable and sales charges were included, results would be lower. Please see "Fund Details Performance and Expenses" for standard performance of all funds. Data is unavailable if a fund in the current portfolio has less than a three-year track record.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Z-Share Portfolio 60/40 Mix - 5 Year S&P 500 - 5 Year

All returns are quarter end. Returns data as of 03/31/2025.

Sharpe Ratio includes risk-free rate. 3-month treasury rate is used as the risk-free rate and updated on a regular basis.

Past performance does not guarantee or indicate future results. Mutual fund results do not reflect the deduction of sales loads. If applicable and sales charges were included, results would be lower. Please see "Fund Details Performance and Expenses" for standard performance of all funds. Data is unavailable if a fund in the current portfolio has less than a three-year track record.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Market Participation - Capture Ratio
Z-Share Portfolio 60/40 Mix - 3 Year Fidelity Target Allocation 60/40 - 3 Year

All returns are quarter end. Returns data as of 03/31/2025.

Market Participation includes up and down market capture ratio. Upside Market Capture Ratio is a measure of a product's performance in up markets relative to the market itself. An upmarket is one in which the market's return is greater than or equal to zero. The higher the investment's Up Market Capture Ratio, the better the investment capitalized on a rising market. Downside Market Capture Ratio is a measure of an investment's performance in down markets relative to the market itself. A down market is one in which the market's return is less than zero. The lower the investment's Down Market Capture Ratio, the better the investment protected capital during a market decline. A negative Down Market Capture Ratio indicates that an investment's returns rose while the market declined.

Past performance does not guarantee or indicate future results. Mutual fund results do not reflect the deduction of sales loads. If applicable and sales charges were included, results would be lower. Please see "Fund Details Performance and Expenses" for standard performance of all funds. Data is unavailable if a fund in the current portfolio has less than a three-year track record.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Z-Share Portfolio 60/40 Mix - 3 Year S&P 500 - 3 Year

All returns are quarter end. Returns data as of 03/31/2025.

Market Participation includes up and down market capture ratio. Upside Market Capture Ratio is a measure of a product's performance in up markets relative to the market itself. An upmarket is one in which the market's return is greater than or equal to zero. The higher the investment's Up Market Capture Ratio, the better the investment capitalized on a rising market. Downside Market Capture Ratio is a measure of an investment's performance in down markets relative to the market itself. A down market is one in which the market's return is less than zero. The lower the investment's Down Market Capture Ratio, the better the investment protected capital during a market decline. A negative Down Market Capture Ratio indicates that an investment's returns rose while the market declined.

Past performance does not guarantee or indicate future results. Mutual fund results do not reflect the deduction of sales loads. If applicable and sales charges were included, results would be lower. Please see "Fund Details Performance and Expenses" for standard performance of all funds. Data is unavailable if a fund in the current portfolio has less than a three-year track record.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Overall Correlation - 3 Year Performance
Degree of Correlation
Negative
-100 to -20
Uncorrelated
-19 to 20
Low
21 to 60
Moderate
61 to 85
High
86 to 95
Very High
96 to 100

All returns are quarter end. Returns data as of 03/31/2025.

Boxes that display as blank signify that security has less than a three-year track record.

Past performance does not guarantee or indicate future results. Mutual fund results do not reflect the deduction of sales loads. If applicable and sales charges were included, results would be lower. Please see "Fund Details Performance and Expenses" for standard performance of all funds. Data is unavailable if a fund in the current portfolio has less than a three-year track record.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.