FAGCX: FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info 157.89 3.11(1.93%) April 15
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 12/07/1995 |
| Last Dividend Date: | 12/28/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.65% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/12/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.1 | 10.9 | 41.0 | 0.7 | 16.4 | 17.3 | 19.3 | 12.3 | 9.9 | 45.5 | -38.3 | 11.6 | 69.0 | 40.6 | 15.1 | 35.0 | 0.3 | 5.4 | 12.0 | 37.0 | 19.3 | 2.3 | 24.1 | 47.7 | -55.1 | 23.5 | 5.5 | 9.0 | 7.5 | 30.0 | -22.0 | -14.7 | -18.0 | 4.5 | 24.6 | 29.2 | 18.3 | 0.4 |
| Sharpe Ratio | NA | 2.75 | 2.43 | -0.02 | 0.55 | 0.74 | NA | NA | 0.38 | 2.22 | -1.12 | 0.54 | 1.82 | 2.32 | 0.63 | 3.72 | 0.0 | 0.31 | 0.75 | 2.66 | 1.17 | 0.08 | 1.11 | 1.66 | -1.08 | 1.07 | 0.15 | 0.57 | 0.55 | 1.69 | -0.92 | -0.8 | -0.81 | 0.09 | 1.24 | 1.94 | 1.4 | 0.27 |
| Draw Down(%) | NA | 3.6 | 13.6 | 44.5 | 44.5 | 44.5 | NA | NA | 65.1 | 13.6 | 40.4 | 13.8 | 33.7 | 9.0 | 17.1 | 3.2 | 17.7 | 14.4 | 10.8 | 7.0 | 13.1 | 20.3 | 17.1 | 22.4 | 62.8 | 11.7 | 17.3 | 7.5 | 10.4 | 12.7 | 31.4 | 29.9 | 24.5 | 13.0 | 17.3 | 8.1 | 6.1 | 2.8 |
| Standard Deviation(%) | NA | 18.6 | 17.5 | 25.5 | 27.5 | 22.7 | NA | NA | 22.5 | 18.8 | 35.3 | 21.5 | 37.6 | 16.9 | 22.0 | 9.3 | 16.4 | 17.2 | 15.9 | 13.9 | 16.6 | 27.3 | 21.5 | 28.7 | 51.7 | 19.2 | 15.6 | 12.0 | 11.9 | 17.3 | 25.2 | 21.5 | 27.3 | 14.8 | 17.2 | 13.2 | 10.5 | 10.6 |
| Treynor Ratio | NA | 0.51 | 0.43 | 0.0 | 0.15 | 0.17 | NA | NA | 0.09 | 0.43 | -0.42 | 0.12 | 0.66 | 0.5 | 0.14 | 0.34 | 0.0 | 0.05 | 0.11 | 0.33 | 0.18 | 0.02 | 0.22 | 0.42 | -0.43 | 0.19 | 0.02 | 0.07 | 0.08 | 0.33 | -0.3 | -0.31 | -0.3 | 0.02 | 0.33 | 0.48 | 0.26 | 0.18 |
| Alpha | NA | 0.03 | 0.02 | 0.0 | 0.01 | 0.01 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.02 | 0.05 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.04 | 0.02 | -0.06 | 0.04 | 0.02 | -0.01 | 0.01 | 0.02 | 0.03 | 0.01 | -0.02 | -0.02 | 0.01 | 0.05 | 0.03 | 0.07 |
| Beta | NA | 1.01 | 0.98 | 0.95 | 0.99 | 0.98 | NA | NA | 0.91 | 0.97 | 0.94 | 0.98 | 1.04 | 0.78 | 1.0 | 1.02 | 1.07 | 1.04 | 1.11 | 1.1 | 1.1 | 1.01 | 1.09 | 1.15 | 1.29 | 1.11 | 1.11 | 0.96 | 0.78 | 0.88 | 0.77 | 0.57 | 0.72 | 0.58 | 0.64 | 0.53 | 0.56 | 0.16 |
| RSquared | NA | 0.96 | 0.95 | 0.96 | 0.96 | 0.94 | NA | NA | 0.85 | 0.95 | 0.97 | 0.95 | 0.97 | 0.71 | 0.9 | 0.88 | 0.94 | 0.95 | 0.91 | 0.92 | 0.94 | 0.96 | 0.94 | 0.96 | 0.87 | 0.9 | 0.85 | 0.88 | 0.92 | 0.96 | 0.94 | 0.86 | 0.84 | 0.69 | 0.8 | 0.65 | 0.57 | 0.14 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 1.86% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.76% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 2.95% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 1.43% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 3.10% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 1.01% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.97% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 1.71% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 2.06% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 1.90% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 1.79% (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) 1.87% (99%)
- IWF (iShares Russell 1000 Growth ETF) 1.69% (99%)
- QQQQ (PowerShares QQQ) 1.65% (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) 1.76% (97%)
- FPX (First Trust US Equity Opportunities ETF) 2.70% (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) 1.87% (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) 1.92% (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) 1.69% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 1.26% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 1.71% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 1.44% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.48% (98%)
- GAM (General American Investors Closed Fund) 0.97% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.57% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 1.47% (97%)
- FXBY (Foxby Corp) 0.0% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.70% (22%)
