Fidelity Advisor 529 Portfolio 2037 - Class A
$21.07
-0.16 (-0.75%)
NAV as of Oct 14, 2026
Performance
- 1 Month
- -0.8%
- 3 Months
- -1.2%
- YTD
- +6.9%
- 1 Year
- +9.7%
- 3 Year annualized
- +15.7%
- 5 Year annualized
- +6.4%
Price return, based on split- and dividend-adjusted closing prices.
Risk
- Volatility 1-year annualized
- 11.1%
- Largest decline max drawdown, last 5 years
- -26.9%
- Risk-adjusted return Sharpe ratio, 1-year
- 0.89
Own FJTHX?
See how FJTHX contributes to your portfolio's return, allocation, and risk.
7-day free trial, then $9/month.