Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVBCX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2039) | 9.37% | 21.78% | 15.71% | 7.30% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 05/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVBCX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2039) | 05/20/2021 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.23 | 21.78 | 15.71 | 7.30 | NA | NA | NA | … | … | 9.37 | 19.86 | 12.44 | 17.36 | -19.33 | 5.06 |
| Sharpe Ratio | NA | 1.49 | 1.03 | 0.31 | NA | NA | NA | … | … | 1.29 | 1.27 | 0.56 | 1.19 | -0.98 | 0.72 |
| Standard Deviation(%) | NA | 11.51 | 12.21 | 14.36 | NA | NA | NA | … | … | 14.30 | 13.59 | 10.64 | 11.10 | 21.05 | 11.59 |
| Draw Down(%) | NA | 8.49 | 13.36 | 28.34 | NA | NA | NA | … | … | 8.49 | 13.36 | 6.80 | 10.71 | 26.86 | 6.29 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/17/2026, Common starting date is 05/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVBCX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2039) |
1.82%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVBCX (New Hampshire Higher Education Savings Plan Trust – Fidelity Advisor 529 Portfolio Fund Series 2039) |
18.67%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart