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FLSAX: FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 01/16/2001 |
| Last Dividend Date: | 10/22/2024 |
| 12-Mo. Yield | 16.80% |
| Expenses | 0.66% |
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Performance Analytics (As of 12/18/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 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(%) | 0.0 | 21.6 | -0.2 | 6.6 | 6.1 | 9.2 | 7.8 | 10.1 | 25.8 | 11.0 | -31.6 | 14.1 | 24.9 | 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 | 0.86 | -0.19 | 0.15 | 0.2 | NA | NA | 0.37 | 1.15 | 0.37 | -1.13 | 0.71 | 0.57 | 1.67 | -0.87 | 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 | 12.5 | 34.7 | 45.5 | 45.5 | NA | NA | 69.0 | 12.5 | 19.1 | 34.5 | 11.8 | 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 | 17.5 | 22.4 | 27.4 | 22.7 | NA | NA | 24.1 | 17.4 | 18.2 | 29.3 | 19.7 | 43.2 | 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 | 0.15 | -0.04 | 0.04 | 0.04 | NA | NA | 0.08 | 0.2 | 0.07 | -0.32 | 0.12 | 0.22 | 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 | 0.02 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.04 | -0.01 | -0.06 | -0.05 | 0.02 | -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 | 0.98 | 1.03 | 1.08 | 1.1 | NA | NA | 1.07 | 1.01 | 0.97 | 1.04 | 1.16 | 1.11 | 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 | 0.5 | 0.75 | 0.83 | 0.85 | NA | NA | 0.87 | 0.54 | 0.67 | 0.84 | 0.78 | 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 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 17.4 | 0.3 | 0.3 | 0.1 | 0.0 | 6.1 | 11.6 | 26.2 | 16.1 | 0.5 | 0.6 | 0.4 | 0.1 | 0.9 | 0.3 | 0.5 | 1.1 | 2.8 | 0.8 | 0.7 | 2.1 | 3.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6162.4 | -29.1 | 132.4 | N/A | -100.0 | -61.1 | -60.3 | 55.1 | 3017.2 | -9.5 | 84.4 | 332.4 | -88.3 | 224.7 | 1.0 | -77.2 | -53.8 | 314.1 | 41.9 | -63.1 | 10.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/2001
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See MID-CAP BLEND Asset Class Trend Rankings |
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