Find A Portfolio/Ticker
Comparison Box
FDMIX: Fidelity Advisor Communications Equip I (MUTUAL FUND)
Basic Info
Asset Class: | Technology |
MyPlanIQ Rating: | (71%) |
Start Date: | 01/16/2001 |
Last Dividend Date: | 08/04/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.15% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 11/24/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 28.6 | 10.4 | 10.1 | 10.2 | 6.8 | 5.8 | 4.0 | 22.0 | 7.5 | 5.4 | 3.6 | 11.3 | 19.6 | -12.4 | 13.9 | 27.3 | 6.3 | -18.6 | 29.8 | 80.6 | -49.8 | 8.3 | 4.7 | 3.0 | 15.4 | 68.9 | -45.9 | -25.1 |
Sharpe Ratio | NA | 1.8 | 0.39 | 0.43 | 0.5 | NA | NA | 0.12 | 1.52 | 0.21 | 0.21 | 0.12 | 0.89 | 1.03 | -0.7 | 0.99 | 1.84 | 0.31 | -0.55 | 1.24 | 2.56 | -1.21 | 0.24 | 0.07 | 0.05 | 0.52 | 2.83 | -1.22 | -0.59 |
Draw Down(%) | NA | 8.0 | 39.5 | 39.5 | 39.5 | NA | NA | 70.3 | 8.0 | 31.3 | 19.4 | 19.9 | 6.2 | 15.8 | 19.0 | 11.3 | 8.4 | 24.7 | 35.3 | 16.8 | 17.8 | 59.2 | 16.9 | 26.3 | 18.8 | 33.0 | 14.9 | 57.6 | 50.7 |
Standard Deviation(%) | NA | 15.9 | 25.0 | 21.6 | 19.8 | NA | NA | 26.4 | 16.2 | 34.6 | 18.8 | 19.7 | 12.0 | 18.7 | 17.8 | 14.1 | 14.8 | 20.3 | 34.0 | 23.9 | 31.4 | 42.0 | 21.7 | 19.4 | 16.5 | 27.9 | 24.1 | 38.5 | 48.9 |
Treynor Ratio | NA | 0.55 | 0.13 | 0.13 | 0.12 | NA | NA | 0.03 | 0.48 | 0.09 | 0.05 | 0.03 | 0.14 | 0.21 | -0.15 | 0.16 | 0.29 | 0.06 | -0.15 | 0.27 | 0.76 | -0.52 | 0.05 | 0.01 | 0.01 | 0.12 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.03 | -0.06 | -0.04 | -0.03 | NA | NA | -0.02 | 0.03 | -0.09 | -0.1 | 0.0 | -0.05 | 0.03 | -0.07 | -0.01 | 0.0 | -0.03 | -0.08 | 0.05 | 0.04 | -0.05 | -0.03 | -0.02 | 0.0 | 0.08 | NA | NA | NA |
Beta | NA | 0.52 | 0.74 | 0.74 | 0.8 | NA | NA | 0.95 | 0.51 | 0.77 | 0.8 | 0.76 | 0.74 | 0.93 | 0.83 | 0.87 | 0.94 | 1.07 | 1.28 | 1.12 | 1.06 | 0.97 | 1.09 | 1.11 | 1.12 | 1.22 | NA | NA | NA |
RSquared | NA | 0.35 | 0.7 | 0.7 | 0.69 | NA | NA | 0.54 | 0.35 | 0.8 | 0.6 | 0.82 | 0.48 | 0.68 | 0.7 | 0.76 | 0.63 | 0.74 | 0.9 | 0.89 | 0.89 | 0.9 | 0.8 | 0.81 | 0.81 | 0.69 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Technology Asset Class Trend Rankings |
Top Rated Funds in Technology
Best Mutual Funds
- PGTMX (Putnam Global Technology M) (84%)
- FSCSX (SOFTWARE AND IT SERVICES PORTFOLIO SOFTWARE AND IT SERVICES PORTFOLIO) (76%)
- FBSOX (IT SERVICES PORTFOLIO IT SERVICES PORTFOLIO) (75%)
- FDCPX (COMPUTERS PORTFOLIO COMPUTERS PORTFOLIO) (74%)
- FSPTX (TECHNOLOGY PORTFOLIO TECHNOLOGY PORTFOLIO) (73%)
- FATIX (FIDELITY ADVISOR TECHNOLOGY FUND CLASS I) (72%)
- SGTSX (Columbia Seligman Global Technology R4) (72%)
- FDMIX (Fidelity Advisor Communications Equip I) (71%)
- FSDCX (Fidelity Select Communications Equip) (71%)
- FSELX (SEMICONDUCTORS PORTFOLIO SEMICONDUCTORS PORTFOLIO) (70%)
Best ETFs
- XLK (Technology Select Sector SPDR® Fund) (95%)
- SMH (VanEck Semiconductor ETF) (93%)
- XSD (SPDR® S&P Semiconductor ETF) (93%)
- FDN (First Trust Dow Jones Internet Index Fund) (93%)
- PNQI (Invesco NASDAQ Internet ETF) (92%)
- FXL (First Trust Technology AlphaDEX® Fund) (90%)
- IGM (iShares Expanded Tech Sector ETF) (88%)
- IGV (iShares Expanded Tech-Software Sector ETF) (88%)
- IGN (iShares North American Tech-Multimd Ntwk) (88%)
- IXN (iShares Global Tech ETF) (87%)
Best Closed End Funds
- QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Closed End Fund) (98%)
- STK (Columbia Seligman Premium Technology Growth Closed Fund) (23%)