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FAGAX: FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info 143.44 0.3(0.21%) April 29
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (41%) |
Start Date: | 12/05/1996 |
Last Dividend Date: | 12/28/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.52% |
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Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/26/1997 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.3 | 11.8 | 43.8 | 0.4 | 15.8 | 17.2 | 18.7 | 12.1 | 9.1 | 45.1 | -38.4 | 11.3 | 68.6 | 40.3 | 14.9 | 34.7 | -0.0 | 5.1 | 11.7 | 36.6 | 19.0 | 1.9 | 23.7 | 47.2 | -55.3 | 23.1 | 5.0 | 8.6 | 7.2 | 29.4 | -22.0 | -15.0 | -18.3 | 4.3 | 24.1 | 28.7 | -5.8 |
Sharpe Ratio | NA | 1.97 | 2.41 | -0.07 | 0.52 | 0.71 | NA | NA | 0.33 | 2.2 | -1.13 | 0.52 | 1.81 | 2.29 | 0.62 | 3.68 | -0.01 | 0.29 | 0.73 | 2.63 | 1.15 | 0.07 | 1.1 | 1.64 | -1.08 | 1.05 | 0.11 | 0.54 | 0.52 | 1.66 | -0.92 | -0.82 | -0.82 | 0.07 | 1.21 | 1.9 | -2.86 |
Draw Down(%) | NA | 7.8 | 13.6 | 44.7 | 44.7 | 44.7 | NA | NA | 65.2 | 13.6 | 40.5 | 13.8 | 33.7 | 9.1 | 17.1 | 3.2 | 17.7 | 14.4 | 10.9 | 7.1 | 13.2 | 20.3 | 17.2 | 22.5 | 62.9 | 11.7 | 17.4 | 7.5 | 10.5 | 12.8 | 31.4 | 30.1 | 24.7 | 13.1 | 17.3 | 8.2 | 7.1 |
Standard Deviation(%) | NA | 19.6 | 17.9 | 25.6 | 27.6 | 22.7 | NA | NA | 22.8 | 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 | 12.0 | 17.3 | 25.2 | 21.5 | 27.3 | 14.8 | 17.2 | 13.2 | 21.7 |
Treynor Ratio | NA | 0.38 | 0.44 | -0.02 | 0.14 | 0.16 | NA | NA | 0.08 | 0.43 | -0.42 | 0.12 | 0.66 | 0.5 | 0.14 | 0.34 | 0.0 | 0.05 | 0.11 | 0.33 | 0.17 | 0.02 | 0.22 | 0.41 | -0.44 | 0.18 | 0.02 | 0.07 | 0.08 | 0.33 | -0.3 | -0.31 | -0.31 | 0.02 | 0.32 | 0.47 | -5.74 |
Alpha | NA | 0.04 | 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 | 0.01 | -0.01 | 0.01 | 0.02 | 0.03 | 0.01 | -0.02 | -0.02 | 0.01 | 0.05 | -0.3 |
Beta | NA | 1.02 | 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 | 0.79 | 0.88 | 0.77 | 0.56 | 0.72 | 0.58 | 0.64 | 0.53 | 0.11 |
RSquared | NA | 0.97 | 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 | 0.85 | 0.84 | 0.68 | 0.8 | 0.65 | 0.02 |
Yield(%) | N/A | 0.0 | 0.0 | 3.1 | 6.2 | 9.6 | 17.3 | 9.6 | N/A | 0.0 | 0.0 | 10.5 | 8.6 | 5.5 | 12.0 | 9.5 | 13.6 | 10.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 0.0 | 0.0 | 0.0 | 0.3 | 0.7 | 0.4 | 0.9 | 0.9 | 8.9 | 11.2 | 5.6 | 8.6 | 1.9 |
Dividend Growth(%) | N/A | N/A | N/A | -24.1 | -5.5 | 13270.0 | N/A | N/A | N/A | N/A | -100.0 | 89.1 | 112.4 | -53.9 | 59.0 | -37.7 | 20.2 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -57.1 | 162.5 | -69.2 | -10.3 | -92.8 | -27.8 | 138.0 | -21.7 | 315.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/1997
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