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FGIRX: FIDELITY ADVISOR GROWTH & INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 39.9 0(0.0%) May 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 03/13/1997 |
| Last Dividend Date: | 10/04/2024 |
| 12-Mo. Yield | 0.58% |
| Expenses | 1.15% |
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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 03/13/1997 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -2.5 | 3.9 | 9.4 | 14.2 | 9.0 | 10.7 | 8.5 | 7.7 | 15.2 | 16.5 | -5.3 | 22.5 | 3.9 | 30.2 | -8.8 | 16.6 | 15.6 | -2.7 | 9.8 | 33.0 | 18.1 | 1.3 | 14.5 | 26.5 | -41.5 | 11.4 | 12.6 | 7.3 | 5.4 | 22.5 | -18.9 | -8.6 | -12.7 | 25.3 | 30.4 | 22.0 |
| Sharpe Ratio | NA | -0.81 | -0.19 | 0.34 | 0.71 | 0.41 | NA | NA | 0.32 | 0.71 | 1.01 | -0.32 | 1.55 | 0.1 | 2.31 | -0.63 | 2.06 | 1.0 | -0.18 | 0.89 | 3.12 | 1.42 | 0.05 | 0.73 | 0.92 | -1.05 | 0.54 | 0.9 | 0.48 | 0.44 | 1.37 | -0.92 | -0.52 | -0.72 | 1.28 | 1.34 | 1.38 |
| Draw Down(%) | NA | 8.1 | 11.6 | 14.3 | 19.0 | 36.0 | NA | NA | 56.6 | 9.0 | 9.6 | 19.0 | 6.5 | 36.0 | 7.6 | 21.0 | 4.0 | 13.2 | 14.0 | 7.7 | 5.1 | 10.6 | 19.4 | 17.7 | 25.9 | 51.0 | 8.8 | 9.1 | 6.1 | 8.5 | 12.3 | 27.8 | 27.6 | 22.0 | 12.3 | 21.5 | 9.7 |
| Standard Deviation(%) | NA | 12.7 | 13.1 | 15.0 | 16.3 | 17.7 | NA | NA | 19.1 | 12.1 | 12.2 | 21.0 | 14.5 | 35.2 | 12.4 | 16.1 | 7.8 | 15.4 | 15.8 | 11.0 | 10.6 | 12.8 | 23.4 | 19.8 | 28.6 | 40.2 | 15.5 | 10.5 | 10.5 | 10.1 | 15.9 | 21.6 | 21.6 | 23.5 | 17.3 | 20.2 | 17.8 |
| Treynor Ratio | NA | -0.52 | -0.06 | 0.08 | 0.15 | 0.08 | NA | NA | 0.07 | 0.11 | 0.15 | -0.08 | 0.25 | 0.04 | 0.31 | -0.11 | 0.15 | 0.14 | -0.03 | 0.11 | 0.35 | 0.18 | 0.01 | 0.13 | 0.25 | -0.43 | 0.09 | 0.09 | 0.05 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | 0.0 | 0.01 | -0.01 | NA | NA | 0.0 | -0.02 | -0.02 | 0.05 | 0.0 | -0.06 | 0.0 | -0.02 | -0.02 | 0.01 | -0.01 | -0.01 | 0.01 | 0.01 | 0.0 | -0.01 | -0.01 | -0.03 | 0.02 | -0.01 | 0.01 | -0.01 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.2 | 0.39 | 0.66 | 0.75 | 0.87 | NA | NA | 0.94 | 0.8 | 0.83 | 0.8 | 0.89 | 0.98 | 0.94 | 0.91 | 1.07 | 1.13 | 1.0 | 0.92 | 0.94 | 0.98 | 0.98 | 1.09 | 1.04 | 0.98 | 0.97 | 1.02 | 0.95 | 0.86 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.2 | 0.35 | 0.68 | 0.69 | 0.83 | NA | NA | 0.67 | 0.73 | 0.81 | 0.9 | 0.67 | 0.93 | 0.89 | 0.94 | 0.85 | 0.93 | 0.97 | 0.94 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.86 | 0.83 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.6 | 1.2 | 2.0 | 4.7 | 6.6 | 5.7 | N/A | 0.9 | 1.5 | 1.2 | 2.0 | 1.8 | 8.7 | 11.6 | 9.7 | 3.9 | 7.4 | 8.6 | 1.1 | 2.2 | 1.2 | 0.3 | 0.5 | 0.9 | 6.3 | 2.2 | 0.5 | 1.1 | 0.4 | 0.6 | 0.0 | 0.0 | 0.2 | 0.5 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | -54.0 | -62.1 | -79.1 | 150.7 | N/A | N/A | N/A | -28.6 | 15.0 | -25.3 | 12.6 | -75.1 | -41.6 | 27.7 | 185.8 | -53.5 | -12.0 | 900.4 | -43.1 | 81.5 | 440.0 | -40.3 | -62.4 | -85.7 | 204.7 | 444.0 | -55.9 | 183.3 | -33.3 | N/A | N/A | -100.0 | -50.0 | 50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/13/1997
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