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FDBGX: Fidelity Advisor Consumer Staples B (MUTUAL FUND)
Basic Info
Asset Class: | Consumer Defensive |
MyPlanIQ Rating: | (36%) |
Start Date: | 12/18/2006 |
Last Dividend Date: | 04/15/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.91% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/18/2006 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.4 | 5.3 | 3.6 | -6.4 | 8.3 | 12.6 | 12.0 | 4.5 | 12.3 | 19.0 | -23.8 | 15.5 | 0.2 |
Sharpe Ratio | NA | -0.03 | 0.22 | 0.45 | 0.31 | 0.61 | -0.43 | 0.8 | 1.09 | 1.16 | 0.28 | 0.95 | 1.08 | -0.87 | 1.05 | 1.07 |
Draw Down(%) | NA | 11.3 | 15.8 | 15.8 | 41.3 | 6.0 | 15.8 | 9.4 | 7.7 | 7.4 | 11.8 | 11.2 | 20.9 | 32.7 | 5.4 | 0.4 |
Standard Deviation(%) | NA | 15.2 | 12.5 | 13.3 | 15.7 | 12.1 | 14.9 | 10.4 | 11.5 | 10.4 | 16.2 | 13.0 | 17.6 | 28.3 | 11.9 | 4.3 |
Treynor Ratio | NA | -0.01 | 0.04 | 0.09 | 0.08 | 0.12 | -0.08 | 0.12 | 0.16 | 0.18 | 0.07 | 0.19 | 0.34 | -0.38 | 0.19 | 0.08 |
Alpha | NA | 0.0 | -0.02 | -0.02 | 0.0 | 0.03 | -0.03 | 0.0 | -0.04 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.04 | 0.04 |
Beta | NA | 0.72 | 0.71 | 0.69 | 0.64 | 0.62 | 0.78 | 0.66 | 0.79 | 0.67 | 0.64 | 0.64 | 0.56 | 0.64 | 0.64 | 0.54 |
RSquared | NA | 0.7 | 0.6 | 0.68 | 0.76 | 0.72 | 0.67 | 0.53 | 0.58 | 0.67 | 0.84 | 0.81 | 0.74 | 0.86 | 0.75 | 0.79 |
Yield(%) | N/A | 4.7 | 6.1 | 6.0 | N/A | 0.7 | 7.3 | 5.1 | 7.4 | 2.1 | 3.1 | 1.6 | 0.7 | 0.6 | 4.6 | 0.0 |
Dividend Growth(%) | N/A | -9.2 | 133.1 | N/A | N/A | -91.5 | 55.7 | -24.8 | 292.1 | -27.1 | 111.2 | 180.0 | -16.7 | -84.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/18/2006
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