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FINSX: FIDELITY ADVISOR NEW INSIGHTS FUND CLASS I (MUTUAL FUND)
Basic Info 38.38 0.11(0.29%) April 29
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (88%) |
Start Date: | 08/05/2003 |
Last Dividend Date: | 02/09/2024 |
12-Mo. Yield | 0.39% |
Expenses | 0.70% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 13.5 | 37.4 | 8.5 | 13.3 | 12.7 | 14.5 | 11.4 | 12.3 | 36.3 | -27.5 | 24.7 | 23.9 | 29.4 | -4.4 | 28.4 | 6.6 | 2.6 | 9.4 | 32.7 | 16.1 | -0.7 | 16.3 | 29.4 | -37.8 | 20.6 | 11.4 | 19.4 | 19.3 | 21.2 |
Sharpe Ratio | NA | 3.04 | 2.81 | 0.33 | 0.53 | 0.62 | NA | NA | 0.61 | 2.4 | -1.08 | 1.53 | 0.7 | 2.18 | -0.31 | 3.46 | 0.44 | 0.17 | 0.71 | 2.69 | 1.24 | -0.03 | 0.97 | 1.4 | -1.14 | 1.14 | 0.67 | 1.55 | 1.46 | 3.99 |
Draw Down(%) | NA | 5.4 | 7.1 | 32.8 | 32.8 | 32.8 | NA | NA | 49.5 | 7.1 | 31.3 | 8.1 | 32.0 | 7.3 | 21.9 | 2.3 | 12.8 | 11.2 | 8.4 | 6.1 | 9.2 | 17.2 | 12.6 | 18.6 | 46.2 | 8.9 | 12.2 | 6.3 | 9.6 | 4.9 |
Standard Deviation(%) | NA | 15.0 | 13.3 | 19.3 | 22.3 | 18.6 | NA | NA | 18.4 | 13.4 | 26.8 | 16.1 | 33.7 | 12.8 | 18.4 | 8.1 | 14.5 | 15.0 | 13.1 | 12.2 | 13.0 | 22.0 | 16.7 | 21.0 | 33.8 | 15.5 | 12.3 | 11.2 | 12.5 | 14.9 |
Treynor Ratio | NA | 0.6 | 0.53 | 0.09 | 0.15 | 0.15 | NA | NA | 0.14 | 0.48 | -0.42 | 0.35 | 0.25 | 0.48 | -0.07 | 0.32 | 0.07 | 0.03 | 0.1 | 0.33 | 0.19 | -0.01 | 0.19 | 0.35 | -0.44 | 0.19 | 0.09 | 0.21 | 0.24 | 0.68 |
Alpha | NA | 0.08 | 0.04 | 0.03 | 0.01 | 0.0 | NA | NA | 0.01 | 0.02 | 0.01 | 0.05 | -0.09 | 0.01 | -0.02 | 0.0 | 0.03 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.02 | 0.0 | -0.02 | 0.04 | 0.04 | 0.04 | 0.05 | 0.08 |
Beta | NA | 0.77 | 0.71 | 0.7 | 0.78 | 0.79 | NA | NA | 0.82 | 0.67 | 0.69 | 0.7 | 0.93 | 0.58 | 0.87 | 0.88 | 0.95 | 0.91 | 0.92 | 0.98 | 0.87 | 0.82 | 0.86 | 0.84 | 0.89 | 0.92 | 0.87 | 0.81 | 0.76 | 0.87 |
RSquared | NA | 0.92 | 0.9 | 0.9 | 0.91 | 0.9 | NA | NA | 0.92 | 0.88 | 0.92 | 0.86 | 0.97 | 0.69 | 0.97 | 0.89 | 0.94 | 0.96 | 0.93 | 0.94 | 0.95 | 0.98 | 0.97 | 0.97 | 0.96 | 0.95 | 0.84 | 0.73 | 0.77 | 0.7 |
Yield(%) | N/A | 0.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.9 | 9.3 | 13.7 | 8.9 | 7.9 | 11.5 | 9.1 | 5.3 | 4.5 | 7.9 | 15.5 | 0.7 | 0.2 | 0.5 | 0.4 | 0.6 | 2.6 | 1.0 | 0.0 | 0.1 | 0.4 |
Dividend Growth(%) | N/A | -90.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -46.8 | -23.2 | 71.4 | 37.5 | -41.9 | 50.0 | 78.4 | 13.9 | -42.2 | -42.2 | 2333.3 | 275.0 | -50.0 | 33.3 | -57.1 | -71.4 | 188.2 | N/A | -100.0 | -75.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2003
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