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FDTIX: FIDELITY ADVISOR DIVERSIFIED STOCK FUND FIDELITY ADVISOR DIVERSIFIED STOCK FUND: CLASS I (MUTUAL FUND)
Basic Info 36.39 0.55(1.49%) April 19
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (68%) |
Start Date: | 12/09/2004 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.12% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/21/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.9 | 8.1 | 28.6 | 8.1 | 15.0 | 12.1 | 15.4 | 10.1 | 28.2 | -20.0 | 28.1 | 27.3 | 28.0 | -5.7 | 19.2 | 16.9 | -5.6 | 10.8 | 33.8 | 19.3 | 0.2 | 19.8 | 48.0 | -47.7 | 9.0 | 9.5 | 11.1 | 2.2 |
Sharpe Ratio | NA | 3.45 | 2.35 | 0.41 | 0.66 | 0.64 | NA | 0.44 | 1.68 | -0.89 | 1.78 | 0.82 | 2.02 | -0.37 | 2.44 | 1.07 | -0.37 | 0.98 | 3.13 | 1.38 | 0.01 | 1.01 | 1.39 | -1.04 | 0.38 | 0.54 | 0.8 | 5.89 |
Draw Down(%) | NA | 2.3 | 9.8 | 26.0 | 30.4 | 30.4 | NA | 62.9 | 9.8 | 25.5 | 5.6 | 30.4 | 7.1 | 23.1 | 3.3 | 13.1 | 14.1 | 7.5 | 4.8 | 12.0 | 21.1 | 16.3 | 29.3 | 59.6 | 10.6 | 9.6 | 7.4 | 0.9 |
Standard Deviation(%) | NA | 14.0 | 13.7 | 18.2 | 21.4 | 18.2 | NA | 21.1 | 14.4 | 24.0 | 15.7 | 33.0 | 13.2 | 19.1 | 7.6 | 15.6 | 15.3 | 11.0 | 10.8 | 14.0 | 25.2 | 19.5 | 34.5 | 46.7 | 16.0 | 11.6 | 11.2 | 7.0 |
Treynor Ratio | NA | 0.41 | 0.29 | 0.07 | 0.15 | 0.12 | NA | 0.09 | 0.24 | -0.22 | 0.25 | 0.29 | 0.26 | -0.06 | 0.17 | 0.15 | -0.06 | 0.12 | 0.35 | 0.18 | 0.0 | 0.19 | 0.39 | -0.43 | 0.06 | 0.06 | 0.09 | 0.43 |
Alpha | NA | 0.05 | 0.02 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | -0.01 | 0.0 | -0.01 | 0.01 | -0.03 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.04 | -0.04 | 0.01 | -0.03 | 0.02 | 0.0 |
Beta | NA | 1.18 | 1.11 | 1.0 | 0.97 | 0.99 | NA | 1.06 | 1.02 | 0.95 | 1.14 | 0.94 | 1.04 | 1.09 | 1.08 | 1.13 | 0.97 | 0.93 | 0.95 | 1.08 | 1.06 | 1.07 | 1.24 | 1.12 | 0.99 | 1.1 | 1.04 | 0.97 |
RSquared | NA | 0.94 | 0.93 | 0.95 | 0.96 | 0.95 | NA | 0.96 | 0.9 | 0.97 | 0.94 | 0.97 | 0.96 | 0.96 | 0.89 | 0.92 | 0.97 | 0.94 | 0.96 | 0.98 | 0.99 | 0.98 | 0.97 | 0.97 | 0.97 | 0.93 | 0.91 | 0.97 |
Yield(%) | N/A | 0.0 | 3.7 | 8.2 | 9.2 | 8.8 | 16.8 | N/A | 4.0 | 6.2 | 17.8 | 5.9 | 3.7 | 10.7 | 9.3 | 1.7 | 7.1 | 9.2 | 1.4 | 1.8 | 1.4 | 1.8 | 1.1 | 0.1 | 0.8 | 0.0 | 0.0 | 1.3 |
Dividend Growth(%) | N/A | -100.0 | -52.4 | 74.3 | 26.5 | N/A | N/A | N/A | -52.4 | -60.9 | 255.2 | 103.7 | -71.5 | 26.8 | 540.0 | -79.2 | -21.5 | 723.1 | -7.1 | 33.3 | -12.5 | 140.0 | 400.0 | -84.6 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2005
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