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FLSTX: FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS T (MUTUAL FUND)
Basic Info 44.15 0.59(1.35%) May 03
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (48%) |
Start Date: | 01/17/2001 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 10.42% |
Expenses | 0.66% |
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Performance Analytics (As of 05/03/2024)
Last 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(%) | 0.9 | 11.9 | 34.6 | 5.3 | 12.5 | 8.7 | 13.3 | 9.8 | 11.3 | 25.6 | -23.5 | 24.7 | 28.6 | 29.2 | -16.3 | 17.1 | 8.8 | -6.0 | 5.1 | 36.1 | 29.0 | -10.9 | 24.2 | 59.4 | -53.9 | 19.1 | 16.4 | 16.9 | 23.0 | 91.0 | -2.0 | -3.6 |
Sharpe Ratio | NA | 2.25 | 2.07 | 0.15 | 0.41 | 0.35 | NA | NA | 0.43 | 1.36 | -0.89 | 1.36 | 0.66 | 1.65 | -0.87 | 1.68 | 0.47 | -0.36 | 0.38 | 2.78 | 1.8 | -0.35 | 0.99 | 1.55 | -1.07 | 0.88 | 0.93 | 1.0 | 1.35 | 4.97 | -0.12 | -0.31 |
Draw Down(%) | NA | 7.9 | 12.1 | 28.0 | 45.5 | 45.5 | NA | NA | 69.1 | 12.1 | 27.6 | 6.3 | 45.5 | 13.3 | 26.5 | 4.9 | 17.1 | 16.6 | 13.5 | 5.3 | 12.7 | 33.5 | 20.8 | 33.4 | 67.8 | 15.0 | 14.1 | 10.4 | 12.3 | 15.9 | 32.7 | 26.5 |
Standard Deviation(%) | NA | 15.7 | 14.9 | 20.7 | 26.4 | 21.9 | NA | NA | 24.0 | 15.8 | 28.1 | 18.2 | 43.0 | 16.8 | 20.1 | 9.8 | 18.4 | 16.6 | 13.3 | 13.0 | 16.2 | 31.3 | 24.4 | 38.3 | 50.9 | 18.4 | 14.1 | 14.8 | 16.4 | 18.2 | 27.0 | 20.1 |
Treynor Ratio | NA | 0.32 | 0.3 | 0.03 | 0.1 | 0.07 | NA | NA | 0.1 | 0.22 | -0.23 | 0.22 | 0.25 | 0.23 | -0.15 | 0.15 | 0.07 | -0.06 | 0.05 | 0.36 | 0.28 | -0.1 | 0.22 | 0.52 | -0.5 | 0.15 | 0.13 | 0.14 | 0.19 | 0.93 | -0.04 | -0.08 |
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 | 0.0 | 0.04 | -0.03 | -0.01 | 0.04 | -0.07 | 0.05 | 0.01 | 0.01 | 0.0 | 0.14 | 0.05 | -0.01 |
Beta | NA | 1.09 | 1.02 | 1.05 | 1.1 | 1.1 | NA | NA | 1.07 | 0.98 | 1.07 | 1.13 | 1.12 | 1.21 | 1.17 | 1.12 | 1.15 | 1.04 | 0.98 | 0.99 | 1.06 | 1.14 | 1.11 | 1.14 | 1.08 | 1.05 | 1.05 | 1.09 | 1.17 | 0.97 | 0.9 | 0.79 |
RSquared | NA | 0.71 | 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 | 0.79 | 0.81 | 0.76 | 0.69 | 0.75 |
Yield(%) | N/A | 0.0 | 14.5 | 9.7 | 10.0 | 8.5 | 15.1 | 11.8 | N/A | 15.3 | 9.6 | 11.4 | 3.7 | 6.3 | 12.0 | 26.7 | 16.2 | 0.2 | 0.3 | 0.1 | 0.0 | 0.8 | 0.2 | 0.4 | 1.1 | 2.6 | 0.6 | 0.5 | 2.0 | 3.5 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 6.3 | 85.3 | -27.3 | 1843.0 | N/A | N/A | N/A | 6.3 | -3.0 | 271.1 | -28.6 | -61.1 | -60.0 | 56.2 | 6207.7 | -27.8 | 260.0 | N/A | -100.0 | 480.0 | -28.6 | -82.9 | -50.6 | 361.1 | 63.6 | -72.5 | 2.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2001
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