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FLUAX: FIDELITY STOCK SELECTOR LARGE CAP VALUE FUND FIDELITY ADVISOR STOCK SELECTOR LARGE CAP VALUE FUND: CLASS A (MUTUAL FUND)
Basic Info 27.2 0.07(0.26%) May 17
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (25%) |
Start Date: | 03/02/2006 |
Last Dividend Date: | 03/08/2024 |
12-Mo. Yield | 4.11% |
Expenses | 1.94% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/23/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 8.9 | 22.9 | 7.0 | 10.9 | 8.8 | 11.3 | 6.1 | 14.1 | -5.8 | 25.3 | 3.9 | 24.3 | -9.6 | 11.9 | 15.7 | -4.0 | 13.1 | 31.9 | 15.8 | -0.6 | 9.0 | 15.4 | -39.9 | 3.4 | 9.2 |
Sharpe Ratio | NA | 3.81 | 2.0 | 0.45 | 0.45 | 0.44 | NA | 0.26 | 0.77 | -0.35 | 1.84 | 0.1 | 1.97 | -0.75 | 1.6 | 1.11 | -0.27 | 1.23 | 2.87 | 1.22 | -0.02 | 0.43 | 0.48 | -0.96 | 0.03 | 0.67 |
Draw Down(%) | NA | 2.5 | 9.7 | 19.5 | 39.7 | 39.7 | NA | 61.1 | 9.7 | 19.5 | 6.7 | 39.7 | 7.1 | 18.9 | 4.2 | 10.6 | 13.8 | 8.0 | 4.5 | 10.3 | 23.0 | 18.3 | 32.3 | 51.9 | 11.6 | 9.4 |
Standard Deviation(%) | NA | 8.8 | 11.1 | 15.6 | 21.5 | 17.6 | NA | 20.7 | 12.9 | 20.5 | 13.7 | 37.5 | 11.6 | 14.6 | 7.1 | 14.0 | 14.8 | 10.6 | 11.1 | 13.1 | 25.5 | 20.8 | 32.1 | 42.6 | 17.3 | 11.6 |
Treynor Ratio | NA | 0.33 | 0.21 | 0.07 | 0.09 | 0.08 | NA | 0.05 | 0.09 | -0.07 | 0.24 | 0.03 | 0.23 | -0.12 | 0.12 | 0.15 | -0.04 | 0.14 | 0.33 | 0.16 | -0.01 | 0.08 | 0.15 | -0.42 | 0.0 | 0.07 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | NA | -0.01 | 0.02 | -0.01 | -0.01 | 0.01 | 0.0 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 | -0.03 | 0.01 | -0.04 |
Beta | NA | 1.02 | 1.04 | 1.06 | 1.05 | 1.02 | NA | 1.01 | 1.05 | 1.07 | 1.05 | 1.04 | 1.0 | 0.91 | 0.97 | 1.03 | 0.95 | 0.93 | 0.97 | 1.02 | 1.06 | 1.12 | 1.01 | 0.97 | 1.01 | 1.18 |
RSquared | NA | 0.92 | 0.93 | 0.96 | 0.97 | 0.97 | NA | 0.98 | 0.94 | 0.97 | 0.96 | 0.98 | 0.97 | 0.98 | 0.93 | 0.96 | 0.97 | 0.91 | 0.96 | 0.98 | 0.99 | 0.98 | 0.99 | 0.99 | 0.97 | 0.91 |
Yield(%) | N/A | 1.8 | 4.1 | 5.1 | 4.8 | 4.2 | 6.1 | N/A | 2.5 | 7.1 | 5.1 | 2.0 | 1.8 | 6.1 | 0.9 | 1.3 | 0.9 | 0.7 | 1.6 | 2.0 | 1.6 | 1.0 | 1.4 | 1.2 | 6.6 | 0.9 |
Dividend Growth(%) | N/A | -21.1 | -23.1 | 98.2 | 147.2 | N/A | N/A | N/A | -69.2 | 69.7 | 159.5 | 35.5 | -75.6 | 693.8 | -20.0 | 25.0 | 45.5 | -42.1 | -9.5 | 23.5 | 70.0 | -16.7 | -29.4 | -82.8 | 661.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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See LARGE VALUE Asset Class Trend Rankings |
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- DTD (WisdomTree U.S. Total Dividend Fund) 0.17% (95%)
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