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FDTTX: FIDELITY ADVISOR CAPITAL DEVELOPMENT FUND FIDELITY ADVISOR CAPITAL DEVELOPMENT FUND: CLASS A (MUTUAL FUND)
Basic Info 22.63 0.43(1.94%) May 02
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 12/09/1999 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 0.91% |
| Expenses | 1.32% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/09/1999 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.5 | 0.0 | 5.9 | 9.8 | 14.2 | 8.9 | 10.3 | 8.4 | 5.3 | 16.9 | 19.9 | -12.1 | 20.2 | 5.8 | 31.0 | -9.4 | 17.8 | 16.3 | -3.1 | 9.5 | 31.2 | 16.5 | -4.4 | 19.8 | 28.2 | -43.4 | 14.7 | 13.5 | 1.9 | 9.9 | 19.2 | -16.1 | -10.2 | -14.9 | -2.4 |
| Sharpe Ratio | NA | -0.1 | -0.02 | 0.29 | 0.61 | 0.37 | NA | NA | 0.19 | 0.73 | 1.15 | -0.57 | 1.27 | 0.15 | 2.24 | -0.64 | 2.06 | 0.97 | -0.19 | 0.78 | 2.64 | 1.19 | -0.17 | 0.92 | 1.01 | -1.14 | 0.78 | 1.04 | -0.03 | 0.95 | 1.39 | -0.71 | -0.56 | -0.7 | -1.02 |
| Draw Down(%) | NA | 19.1 | 23.5 | 23.5 | 23.5 | 36.6 | NA | NA | 58.0 | 11.3 | 9.9 | 21.9 | 9.7 | 36.6 | 8.0 | 22.1 | 4.2 | 14.5 | 14.9 | 8.4 | 6.7 | 11.5 | 22.1 | 16.9 | 24.8 | 52.7 | 8.5 | 8.7 | 10.8 | 7.7 | 11.2 | 28.3 | 26.3 | 24.8 | 9.2 |
| Standard Deviation(%) | NA | 29.0 | 20.9 | 19.0 | 19.1 | 19.4 | NA | NA | 20.2 | 14.0 | 13.8 | 23.7 | 16.0 | 36.0 | 13.2 | 16.6 | 8.4 | 16.6 | 16.3 | 12.1 | 11.8 | 13.9 | 25.2 | 21.5 | 27.9 | 38.7 | 15.2 | 9.8 | 9.7 | 9.5 | 13.3 | 24.1 | 22.9 | 27.3 | 36.6 |
| Treynor Ratio | NA | -0.04 | -0.01 | 0.09 | 0.22 | 0.11 | NA | NA | 0.05 | 0.21 | 0.28 | -0.25 | 0.71 | 0.07 | 0.57 | -0.15 | 0.25 | 0.16 | -0.03 | 0.12 | 0.33 | 0.18 | -0.05 | 0.18 | 0.25 | -0.45 | 0.13 | 0.15 | 0.0 | 0.16 | 0.29 | -0.24 | -0.21 | -0.25 | -0.25 |
| Alpha | NA | 0.04 | -0.01 | 0.0 | 0.03 | 0.0 | NA | NA | 0.01 | 0.0 | -0.02 | 0.05 | 0.08 | -0.11 | 0.03 | -0.04 | -0.01 | 0.06 | -0.04 | 0.0 | -0.01 | 0.0 | -0.02 | 0.03 | -0.03 | -0.04 | 0.02 | 0.04 | -0.03 | 0.02 | 0.01 | 0.05 | 0.04 | 0.0 | -0.06 |
| Beta | NA | 0.76 | 0.66 | 0.61 | 0.52 | 0.64 | NA | NA | 0.75 | 0.5 | 0.56 | 0.54 | 0.28 | 0.83 | 0.52 | 0.71 | 0.7 | 0.98 | 0.95 | 0.82 | 0.95 | 0.92 | 0.93 | 1.09 | 1.11 | 0.99 | 0.89 | 0.69 | 0.74 | 0.58 | 0.63 | 0.72 | 0.61 | 0.75 | 1.5 |
| RSquared | NA | 0.94 | 0.75 | 0.72 | 0.52 | 0.62 | NA | NA | 0.77 | 0.54 | 0.59 | 0.72 | 0.18 | 0.69 | 0.51 | 0.8 | 0.52 | 0.76 | 0.89 | 0.86 | 0.94 | 0.93 | 0.96 | 0.95 | 0.96 | 0.92 | 0.93 | 0.83 | 0.81 | 0.77 | 0.82 | 0.9 | 0.87 | 0.91 | 0.89 |
| Yield(%) | N/A | 0.0 | 0.9 | 1.2 | 1.9 | 4.5 | 6.4 | 5.8 | N/A | 1.0 | 1.3 | 1.1 | 2.1 | 1.6 | 9.1 | 12.5 | 7.3 | 3.1 | 5.3 | 16.4 | 0.5 | 0.9 | 0.3 | 0.2 | 0.6 | 0.5 | 15.9 | 7.3 | 2.3 | 0.9 | 0.1 | 0.3 | 0.2 | 11.3 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | -5.8 | -64.2 | -78.1 | 12.7 | N/A | N/A | N/A | -5.8 | -2.8 | -34.9 | 35.7 | -79.1 | -43.1 | 88.3 | 171.0 | -46.8 | -69.5 | 4511.3 | -43.6 | 168.6 | 84.2 | -56.8 | -25.4 | -97.0 | 128.7 | 228.6 | 175.8 | 850.0 | -66.7 | 50.0 | -98.9 | 1700.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/1999
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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