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FAGCX: FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info 197.02 0.38(0.19%) May 19
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (85%) |
Start Date: | 12/07/1995 |
Last Dividend Date: | 12/27/2019 |
12-Mo. Yield | 0.00% |
Expenses | 1.65% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/07/1995 |
2024 | 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(%) | 3.5 | -0.5 | 18.4 | 21.5 | 14.3 | 16.2 | 17.2 | 12.4 | 9.8 | 39.1 | 45.5 | -38.3 | 2.1 | 60.7 | 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 | -0.13 | 0.42 | 0.69 | 0.43 | 0.59 | NA | NA | 0.36 | 1.58 | 2.22 | -1.12 | 0.09 | 1.58 | 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 | 26.6 | 26.6 | 26.6 | 49.3 | 49.3 | NA | NA | 65.1 | 14.0 | 13.6 | 40.4 | 15.6 | 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 | 37.1 | 28.2 | 25.4 | 26.4 | 24.3 | NA | NA | 22.8 | 20.5 | 18.8 | 35.3 | 23.7 | 38.1 | 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 | -0.05 | 0.12 | 0.18 | 0.12 | 0.15 | NA | NA | 0.09 | 0.34 | 0.43 | -0.42 | 0.03 | 0.59 | 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 | -0.02 | 0.02 | 0.01 | 0.02 | 0.01 | NA | NA | 0.01 | 0.04 | 0.0 | 0.0 | 0.01 | 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 | 1.03 | 0.99 | 0.97 | 0.94 | 0.96 | NA | NA | 0.91 | 0.96 | 0.97 | 0.94 | 0.79 | 1.03 | 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 | 0.98 | 0.94 | 0.95 | 0.89 | 0.9 | NA | NA | 0.84 | 0.91 | 0.95 | 0.97 | 0.64 | 0.95 | 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 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 4.5 | 7.2 | 5.3 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 5.1 | 11.3 | 9.3 | 12.9 | 10.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 | 0.0 | 0.0 | 0.0 | 0.5 | 0.8 | 0.9 | 1.0 | 1.3 | 8.8 | 11.4 | 5.8 | 8.8 | 6.8 | 1.9 |
Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | 8672.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -53.9 | 53.1 | -35.4 | 20.4 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -36.7 | 20.0 | -31.0 | -31.0 | -89.6 | -29.3 | 130.4 | -19.5 | 42.8 | 252.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/07/1995
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