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FLSAX: FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS A (MUTUAL FUND)
Basic Info 47.49 0.63(1.34%) May 03
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (49%) |
Start Date: | 01/16/2001 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 9.93% |
Expenses | 0.66% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/16/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 12.0 | 35.0 | 5.6 | 13.0 | 9.0 | 13.6 | 10.1 | 11.6 | 25.9 | -23.3 | 25.0 | 28.9 | 29.5 | -16.1 | 17.4 | 9.0 | -5.8 | 5.3 | 36.5 | 29.3 | -10.7 | 24.5 | 59.7 | -53.8 | 19.4 | 16.7 | 17.2 | 23.2 | 91.6 | -1.7 | -2.7 |
Sharpe Ratio | NA | 2.26 | 2.1 | 0.12 | 0.4 | 0.36 | NA | NA | 0.44 | 1.38 | -0.88 | 1.38 | 0.66 | 1.67 | -0.86 | 1.7 | 0.48 | -0.35 | 0.4 | 2.81 | 1.82 | -0.34 | 1.0 | 1.56 | -1.07 | 0.89 | 0.95 | 1.02 | 1.36 | 4.99 | -0.11 | -0.25 |
Draw Down(%) | NA | 7.8 | 12.0 | 27.9 | 45.5 | 45.5 | NA | NA | 69.0 | 12.0 | 27.4 | 6.2 | 45.5 | 13.3 | 26.4 | 4.9 | 17.1 | 16.5 | 13.5 | 5.3 | 12.7 | 33.5 | 20.8 | 33.3 | 67.8 | 14.9 | 14.1 | 10.4 | 12.2 | 15.8 | 32.7 | 26.4 |
Standard Deviation(%) | NA | 15.4 | 14.9 | 20.7 | 26.4 | 21.9 | NA | NA | 24.0 | 15.8 | 28.1 | 18.1 | 43.0 | 16.8 | 20.1 | 9.9 | 18.4 | 16.6 | 13.3 | 13.0 | 16.2 | 31.3 | 24.4 | 38.2 | 50.9 | 18.4 | 14.1 | 14.8 | 16.4 | 18.2 | 27.1 | 20.2 |
Treynor Ratio | NA | 0.32 | 0.31 | 0.02 | 0.1 | 0.07 | NA | NA | 0.1 | 0.22 | -0.23 | 0.22 | 0.26 | 0.23 | -0.15 | 0.15 | 0.08 | -0.06 | 0.05 | 0.37 | 0.28 | -0.09 | 0.22 | 0.52 | -0.5 | 0.16 | 0.13 | 0.14 | 0.19 | 0.93 | -0.03 | -0.07 |
Alpha | NA | 0.08 | 0.05 | 0.01 | 0.01 | 0.0 | NA | NA | 0.01 | 0.03 | -0.02 | -0.01 | 0.03 | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | -0.03 | 0.01 | 0.04 | -0.03 | -0.01 | 0.04 | -0.06 | 0.05 | 0.01 | 0.01 | 0.0 | 0.15 | 0.05 | -0.01 |
Beta | NA | 1.08 | 1.02 | 1.05 | 1.1 | 1.1 | NA | NA | 1.07 | 0.98 | 1.07 | 1.13 | 1.12 | 1.21 | 1.17 | 1.13 | 1.16 | 1.04 | 0.98 | 0.99 | 1.06 | 1.14 | 1.11 | 1.14 | 1.08 | 1.05 | 1.05 | 1.09 | 1.17 | 0.98 | 0.9 | 0.79 |
RSquared | NA | 0.69 | 0.81 | 0.91 | 0.91 | 0.9 | NA | NA | 0.89 | 0.9 | 0.96 | 0.87 | 0.92 | 0.84 | 0.9 | 0.8 | 0.92 | 0.92 | 0.86 | 0.92 | 0.94 | 0.98 | 0.97 | 0.94 | 0.91 | 0.9 | 0.86 | 0.8 | 0.81 | 0.75 | 0.69 | 0.74 |
Yield(%) | N/A | 0.0 | 13.8 | 9.4 | 9.7 | 8.5 | 15.2 | 12.0 | N/A | 14.5 | 9.1 | 11.0 | 3.6 | 6.1 | 11.6 | 26.3 | 16.1 | 0.5 | 0.6 | 0.4 | 0.1 | 0.9 | 0.4 | 0.5 | 1.1 | 2.8 | 0.8 | 0.7 | 2.1 | 3.4 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 7.0 | 87.3 | -27.9 | 1518.9 | N/A | N/A | N/A | 7.0 | -3.2 | 274.6 | -28.6 | -61.1 | -60.3 | 55.2 | 3100.0 | -13.3 | 87.5 | 300.0 | -87.5 | 220.0 | 0.0 | -76.7 | -52.7 | 313.6 | 37.5 | -61.9 | 10.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/16/2001
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