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FLSTX: FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS T (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 01/17/2001 |
| Last Dividend Date: | 10/22/2024 |
| 12-Mo. Yield | 17.61% |
| Expenses | 0.66% |
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Performance Analytics (As of 12/19/2024)
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 | 20.0 | -1.0 | 5.7 | 5.5 | 8.8 | 7.4 | 9.7 | 25.5 | 9.7 | -32.3 | 13.2 | 24.5 | 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 | 0.76 | -0.22 | 0.12 | 0.17 | NA | NA | 0.35 | 1.13 | 0.3 | -1.15 | 0.66 | 0.56 | 1.65 | -0.88 | 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 | 12.6 | 35.3 | 45.5 | 45.5 | NA | NA | 69.1 | 12.6 | 19.7 | 35.1 | 12.3 | 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 | 17.5 | 22.5 | 27.5 | 22.7 | NA | NA | 24.1 | 17.4 | 18.5 | 29.4 | 19.9 | 43.2 | 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 | 0.14 | -0.05 | 0.03 | 0.04 | NA | NA | 0.08 | 0.19 | 0.06 | -0.32 | 0.11 | 0.22 | 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 | 0.02 | -0.02 | -0.01 | -0.02 | NA | NA | 0.0 | 0.04 | -0.02 | -0.07 | -0.05 | 0.02 | -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 | 0.98 | 1.02 | 1.08 | 1.1 | NA | NA | 1.07 | 1.01 | 0.97 | 1.04 | 1.17 | 1.11 | 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 | 0.49 | 0.74 | 0.83 | 0.84 | NA | NA | 0.87 | 0.54 | 0.65 | 0.83 | 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 | 0.79 | 0.81 | 0.76 | 0.69 | 0.75 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 18.6 | 0.1 | 0.2 | 0.0 | 0.0 | 6.3 | 12.0 | 26.7 | 16.1 | 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 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 26781.5 | -79.1 | 616.7 | N/A | -100.0 | -61.1 | -60.0 | 56.3 | 6300.0 | -23.8 | 281.8 | 1000.0 | -98.6 | 427.3 | -21.4 | -82.6 | -51.2 | 358.3 | 59.3 | -72.1 | 3.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/2001
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