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EPGCX: FIDELITY ADVISOR EQUITY GROWTH FUND CLASS C (MUTUAL FUND)
Basic Info 14.22 0.18(1.28%) May 02
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (29%) |
Start Date: | 12/31/1993 |
Last Dividend Date: | 12/26/2023 |
12-Mo. Yield | 2.26% |
Expenses | 0.72% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1993 |
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 | 1994 | 1993 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 11.4 | 36.1 | 7.7 | 16.4 | 14.6 | 16.0 | 10.3 | 8.2 | 34.2 | -25.2 | 21.7 | 42.2 | 32.6 | -0.6 | 33.8 | -0.5 | 5.9 | 10.1 | 34.6 | 13.4 | -0.8 | 22.7 | 26.9 | -47.3 | 25.4 | 5.7 | 4.5 | 2.1 | 31.1 | -31.0 | -18.6 | -12.0 | 24.8 | 22.6 | 10.5 | 11.5 | 32.3 | -2.3 | 0.0 |
Sharpe Ratio | NA | 2.34 | 2.41 | 0.26 | 0.62 | 0.69 | NA | NA | 0.32 | 2.02 | -0.96 | 1.29 | 1.17 | 2.14 | -0.1 | 3.84 | -0.05 | 0.37 | 0.67 | 2.69 | 0.92 | -0.03 | 1.16 | 0.97 | -1.27 | 1.32 | 0.21 | 0.22 | 0.08 | 1.57 | -1.13 | -0.83 | -0.57 | 1.05 | 0.76 | 0.31 | 0.57 | 1.96 | -0.52 | NA |
Draw Down(%) | NA | 7.4 | 10.3 | 30.5 | 31.2 | 31.2 | NA | NA | 65.7 | 10.3 | 28.4 | 8.9 | 31.2 | 7.8 | 21.9 | 2.8 | 14.6 | 12.5 | 9.7 | 6.5 | 11.0 | 21.4 | 16.0 | 23.0 | 55.0 | 9.6 | 10.8 | 7.8 | 16.6 | 13.6 | 39.7 | 36.5 | 24.6 | 10.6 | 22.3 | 17.7 | 7.3 | 5.8 | 8.7 | 0.0 |
Standard Deviation(%) | NA | 16.8 | 15.0 | 20.4 | 23.6 | 19.9 | NA | NA | 20.8 | 14.9 | 27.8 | 16.9 | 35.6 | 14.6 | 20.5 | 8.7 | 14.8 | 15.9 | 15.0 | 12.9 | 14.6 | 26.0 | 19.4 | 27.8 | 37.9 | 17.0 | 11.7 | 10.8 | 14.5 | 19.3 | 28.3 | 25.8 | 28.0 | 20.5 | 25.4 | 22.1 | 13.9 | 14.5 | 10.0 | 0.0 |
Treynor Ratio | NA | 0.45 | 0.44 | 0.07 | 0.18 | 0.16 | NA | NA | 0.08 | 0.4 | -0.36 | 0.29 | 0.43 | 0.46 | -0.02 | 0.34 | -0.01 | 0.06 | 0.09 | 0.34 | 0.14 | -0.01 | 0.23 | 0.24 | -0.49 | 0.23 | 0.03 | 0.03 | 0.01 | 0.31 | -0.37 | -0.31 | -0.21 | 0.26 | 0.22 | 0.21 | 5.24 | 36.48 | -0.91 | 1.0 |
Alpha | NA | 0.05 | 0.02 | 0.02 | 0.02 | 0.01 | NA | NA | 0.01 | 0.0 | 0.03 | 0.04 | -0.04 | 0.01 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | 0.04 | -0.03 | -0.07 | 0.05 | 0.01 | -0.02 | -0.02 | 0.02 | 0.0 | 0.02 | 0.01 | 0.04 | -0.01 | 0.01 | 0.03 | 0.1 | -0.02 | NA |
Beta | NA | 0.87 | 0.82 | 0.75 | 0.83 | 0.85 | NA | NA | 0.84 | 0.76 | 0.73 | 0.74 | 0.98 | 0.68 | 0.98 | 0.97 | 0.97 | 0.97 | 1.06 | 1.03 | 0.98 | 0.97 | 1.0 | 1.11 | 0.99 | 0.99 | 0.86 | 0.86 | 0.95 | 0.97 | 0.88 | 0.69 | 0.75 | 0.84 | 0.88 | 0.32 | 0.02 | 0.01 | 0.06 | NA |
RSquared | NA | 0.96 | 0.94 | 0.93 | 0.93 | 0.92 | NA | NA | 0.81 | 0.93 | 0.95 | 0.88 | 0.97 | 0.72 | 0.99 | 0.93 | 0.94 | 0.96 | 0.93 | 0.93 | 0.96 | 0.98 | 0.97 | 0.96 | 0.95 | 0.93 | 0.92 | 0.89 | 0.91 | 0.93 | 0.96 | 0.9 | 0.87 | 0.77 | 0.7 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.9 | 6.1 | 10.8 | 10.9 | 16.5 | 9.9 | N/A | 1.0 | 2.2 | 17.0 | 17.8 | 13.8 | 7.6 | 16.0 | 6.9 | 2.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 5.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -65.5 | -33.0 | 96.1 | N/A | 2089.5 | N/A | N/A | -65.5 | -86.3 | 15.3 | 55.1 | 63.9 | -43.8 | 120.7 | 152.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1993
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