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FDESX: FIDELITY ADVISOR DIVERSIFIED STOCK FUND CLASS O (MUTUAL FUND)
Basic Info 35.41 0.1(0.28%) May 19
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 07/24/1980 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 0.56% |
| Expenses | 1.12% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/24/1980 |
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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | -1.2 | -3.6 | 7.0 | 7.6 | 7.9 | 10.6 | 8.5 | 8.2 | 12.9 | 24.6 | -25.9 | 10.0 | 21.6 | 28.2 | -5.6 | 19.4 | 17.1 | -5.5 | 10.9 | 34.0 | 19.6 | 0.4 | 19.7 | 48.6 | -47.6 | 9.2 | 9.6 | 12.0 | 6.9 | 25.7 | -22.8 | -17.3 | -20.5 | 5.1 | 25.5 | 30.9 | 18.5 | 36.9 | 4.5 | 26.4 | 15.1 | 39.1 | -3.2 | 21.4 | 16.8 | -13.6 | -1.8 | 17.2 | -10.6 | 17.9 | 32.1 | -6.8 | -1.5 |
| Sharpe Ratio | NA | -0.24 | -0.42 | 0.12 | 0.22 | 0.3 | NA | NA | 0.27 | 0.33 | 1.4 | -1.07 | 0.44 | 0.64 | 2.03 | -0.36 | 2.46 | 1.08 | -0.36 | 0.99 | 3.15 | 1.41 | 0.02 | 1.0 | 1.41 | -1.04 | 0.39 | 0.55 | 0.88 | 0.48 | 1.5 | -1.01 | -0.92 | -0.98 | 0.13 | 1.26 | 1.99 | 1.33 | 3.77 | 0.15 | 2.86 | 1.2 | 2.26 | -0.51 | 1.23 | 0.75 | -0.49 | -0.28 | 0.81 | -0.84 | 0.46 | 1.31 | -0.93 | -0.61 |
| Draw Down(%) | NA | 22.3 | 30.0 | 30.0 | 38.1 | 38.1 | NA | NA | 65.4 | 15.0 | 9.7 | 27.4 | 18.8 | 30.4 | 7.1 | 23.1 | 3.3 | 13.1 | 14.1 | 7.5 | 4.8 | 12.0 | 21.0 | 16.6 | 29.3 | 59.5 | 10.6 | 9.5 | 7.4 | 11.8 | 12.1 | 31.7 | 31.9 | 24.2 | 12.8 | 16.9 | 8.5 | 6.5 | 3.5 | 7.5 | 4.1 | 6.1 | 8.5 | 25.1 | 10.8 | 8.7 | 44.2 | 25.6 | 15.3 | 25.4 | 22.9 | 16.3 | 30.4 | 9.5 |
| Standard Deviation(%) | NA | 28.7 | 24.2 | 20.8 | 21.5 | 20.4 | NA | NA | 19.8 | 18.9 | 14.7 | 25.5 | 22.9 | 33.2 | 13.2 | 19.1 | 7.7 | 15.6 | 15.3 | 11.1 | 10.8 | 14.0 | 25.2 | 19.6 | 34.4 | 46.6 | 16.0 | 11.6 | 11.2 | 12.3 | 16.6 | 23.7 | 21.7 | 25.1 | 14.9 | 17.6 | 13.7 | 11.2 | 8.8 | 10.2 | 8.5 | 10.4 | 15.6 | 16.5 | 12.8 | 16.1 | 35.6 | 21.3 | 14.8 | 20.5 | 25.6 | 18.7 | 17.9 | 19.2 |
| Treynor Ratio | NA | -0.07 | -0.1 | 0.02 | 0.05 | 0.06 | NA | NA | 0.05 | 0.06 | 0.2 | -0.28 | 0.08 | 0.23 | 0.26 | -0.06 | 0.17 | 0.15 | -0.06 | 0.12 | 0.36 | 0.18 | 0.0 | 0.18 | 0.39 | -0.43 | 0.06 | 0.06 | 0.09 | 0.05 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.06 | -0.03 | -0.03 | -0.02 | NA | NA | 0.02 | -0.04 | -0.01 | -0.03 | -0.07 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.03 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.04 | -0.04 | 0.01 | -0.02 | 0.02 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.03 | 1.03 | 1.01 | 1.03 | 1.01 | NA | NA | 1.06 | 1.08 | 1.05 | 0.97 | 1.22 | 0.93 | 1.03 | 1.1 | 1.08 | 1.13 | 0.97 | 0.93 | 0.95 | 1.07 | 1.06 | 1.07 | 1.24 | 1.12 | 0.99 | 1.1 | 1.05 | 1.09 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.97 | 0.73 | 0.81 | 0.77 | 0.85 | NA | NA | 0.51 | 0.56 | 0.9 | 0.89 | 0.55 | 0.95 | 0.96 | 0.96 | 0.89 | 0.92 | 0.97 | 0.94 | 0.96 | 0.97 | 0.99 | 0.98 | 0.97 | 0.97 | 0.96 | 0.93 | 0.91 | 0.88 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.6 | 0.7 | 0.8 | 3.8 | 6.4 | 5.3 | N/A | 0.7 | 0.7 | 0.6 | 0.7 | 0.6 | 4.0 | 11.2 | 9.7 | 1.9 | 7.4 | 10.2 | 1.7 | 2.1 | 1.5 | 1.5 | 1.6 | 0.9 | 1.1 | 1.0 | 0.9 | 1.3 | 0.9 | 0.7 | 0.8 | 16.4 | 14.5 | 10.9 | 12.6 | 11.6 | 8.5 | 17.1 | 15.1 | 17.4 | 12.4 | 4.3 | 7.9 | 2.4 | 3.1 | 2.5 | 4.1 | 2.6 | 3.1 | 4.0 | 4.3 | 3.2 |
| Dividend Growth(%) | N/A | -100.0 | 12.0 | -50.2 | -87.9 | 123.2 | -28.7 | -54.8 | N/A | 12.0 | -17.9 | 7.7 | 25.5 | -80.7 | -70.4 | 26.6 | 488.9 | -77.5 | -25.7 | 684.1 | -9.0 | 40.9 | 17.9 | 36.4 | -1.4 | -15.7 | 13.9 | 34.8 | -30.0 | 77.8 | 0.0 | -25.0 | -96.9 | 0.8 | 49.8 | 3.6 | 14.7 | 75.8 | -56.8 | 24.8 | -16.1 | 76.8 | 162.7 | -37.2 | 261.5 | -33.3 | 21.9 | -30.4 | 35.3 | -2.9 | -2.8 | -18.2 | 29.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/24/1980
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See LARGE BLEND Asset Class Trend Rankings |
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