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FLSCX: FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS C (MUTUAL FUND)
Basic Info 35.87 0.64(1.75%) April 30
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (48%) |
Start Date: | 01/17/2001 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 12.18% |
Expenses | 0.66% |
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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 | Since 01/17/2001 |
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(%) | -0.3 | 9.3 | 28.6 | 3.5 | 11.1 | 8.0 | 12.7 | 9.2 | 10.6 | 24.9 | -23.9 | 24.1 | 27.9 | 28.5 | -16.7 | 16.5 | 8.2 | -6.5 | 4.6 | 35.4 | 28.4 | -11.3 | 23.6 | 58.5 | -54.1 | 18.5 | 15.8 | 16.4 | 22.5 | 90.1 | -2.5 | -4.0 |
Sharpe Ratio | NA | 2.19 | 2.03 | 0.08 | 0.37 | 0.32 | NA | NA | 0.4 | 1.32 | -0.9 | 1.32 | 0.64 | 1.61 | -0.89 | 1.62 | 0.44 | -0.39 | 0.34 | 2.73 | 1.76 | -0.36 | 0.96 | 1.53 | -1.08 | 0.85 | 0.89 | 0.96 | 1.32 | 4.91 | -0.13 | -0.33 |
Draw Down(%) | NA | 7.9 | 12.2 | 28.3 | 45.6 | 45.6 | NA | NA | 69.2 | 12.2 | 27.8 | 6.3 | 45.6 | 13.5 | 26.9 | 4.9 | 17.2 | 16.7 | 13.5 | 5.3 | 12.8 | 33.6 | 20.9 | 33.4 | 67.9 | 15.0 | 14.2 | 10.5 | 12.5 | 16.0 | 33.0 | 26.8 |
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 | 31.4 | 24.4 | 38.3 | 50.9 | 18.4 | 14.1 | 14.8 | 16.4 | 18.2 | 27.1 | 20.1 |
Treynor Ratio | NA | 0.31 | 0.3 | 0.02 | 0.09 | 0.06 | NA | NA | 0.09 | 0.21 | -0.24 | 0.21 | 0.25 | 0.22 | -0.15 | 0.14 | 0.07 | -0.06 | 0.05 | 0.36 | 0.27 | -0.1 | 0.21 | 0.51 | -0.51 | 0.15 | 0.12 | 0.13 | 0.18 | 0.92 | -0.04 | -0.08 |
Alpha | NA | 0.08 | 0.05 | 0.01 | 0.01 | -0.01 | NA | NA | 0.01 | 0.03 | -0.02 | -0.01 | 0.03 | -0.03 | -0.02 | -0.02 | -0.02 | -0.02 | -0.03 | 0.0 | 0.04 | -0.04 | -0.01 | 0.04 | -0.07 | 0.04 | 0.01 | 0.01 | 0.0 | 0.14 | 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 | 0.95 | 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 | 0.76 | 0.69 | 0.74 |
Yield(%) | N/A | 0.0 | 16.4 | 10.8 | 10.9 | 8.8 | 16.4 | 11.8 | N/A | 17.7 | 10.8 | 12.6 | 4.1 | 7.0 | 13.0 | 27.8 | 16.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 0.1 | 0.1 | 1.0 | 2.2 | 0.6 | 0.2 | 1.6 | 3.2 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 7.1 | 83.4 | -26.0 | 2387.8 | N/A | N/A | N/A | 7.1 | -3.1 | 266.2 | -28.6 | -61.1 | -59.4 | 57.5 | N/A | -100.0 | N/A | N/A | -100.0 | 666.7 | 200.0 | -97.1 | -49.3 | 283.3 | 350.0 | -87.1 | -11.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2001
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