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FLVIX: FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS I (MUTUAL FUND)
Basic Info 48.52 0.24(0.49%) April 18
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (85%) |
Start Date: | 01/16/2001 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.77% |
Expenses | 0.66% |
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Performance Analytics (As of 04/16/2024)
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(%) | -5.1 | 8.6 | 17.0 | 1.5 | 10.2 | 8.3 | 13.4 | 9.6 | 11.4 | 16.4 | -23.1 | 25.4 | 29.2 | 29.9 | -15.8 | 17.7 | 9.3 | -5.5 | 5.6 | 36.8 | 29.7 | -10.4 | 24.7 | 60.2 | -53.7 | 19.7 | 17.0 | 17.6 | 23.8 | 91.9 | -1.5 | -2.6 |
Sharpe Ratio | NA | 3.14 | 1.12 | 0.05 | 0.35 | 0.35 | NA | NA | 0.43 | 0.69 | -0.88 | 1.4 | 0.67 | 1.69 | -0.85 | 1.74 | 0.49 | -0.33 | 0.42 | 2.84 | 1.84 | -0.33 | 1.01 | 1.57 | -1.07 | 0.91 | 0.97 | 1.05 | 1.4 | 5.0 | -0.1 | -0.25 |
Draw Down(%) | NA | 3.3 | 18.8 | 27.7 | 45.5 | 45.5 | NA | NA | 69.0 | 18.8 | 27.3 | 6.2 | 45.5 | 13.2 | 26.2 | 4.9 | 17.1 | 16.5 | 13.4 | 5.2 | 12.6 | 33.4 | 20.8 | 33.3 | 67.8 | 14.9 | 14.1 | 10.4 | 12.1 | 15.8 | 32.6 | 26.3 |
Standard Deviation(%) | NA | 15.0 | 16.9 | 21.2 | 26.6 | 22.1 | NA | NA | 24.1 | 17.9 | 28.1 | 18.1 | 43.0 | 16.8 | 20.1 | 9.9 | 18.4 | 16.6 | 13.3 | 13.0 | 16.2 | 31.3 | 24.4 | 38.3 | 51.0 | 18.4 | 14.1 | 14.8 | 16.4 | 18.3 | 27.1 | 20.1 |
Treynor Ratio | NA | 0.45 | 0.19 | 0.01 | 0.09 | 0.07 | NA | NA | 0.1 | 0.12 | -0.23 | 0.22 | 0.26 | 0.23 | -0.15 | 0.15 | 0.08 | -0.05 | 0.06 | 0.37 | 0.28 | -0.09 | 0.22 | 0.53 | -0.5 | 0.16 | 0.13 | 0.14 | 0.2 | 0.93 | -0.03 | -0.06 |
Alpha | NA | 0.11 | 0.02 | 0.0 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | -0.01 | -0.01 | 0.03 | -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 | 0.06 | -0.01 |
Beta | NA | 1.04 | 1.02 | 1.05 | 1.1 | 1.1 | NA | NA | 1.07 | 0.99 | 1.07 | 1.13 | 1.12 | 1.21 | 1.17 | 1.13 | 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 | 0.98 | 0.9 | 0.79 |
RSquared | NA | 0.7 | 0.65 | 0.88 | 0.9 | 0.89 | NA | NA | 0.89 | 0.73 | 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 | 0.75 | 0.69 | 0.74 |
Yield(%) | N/A | 0.0 | 4.6 | 7.1 | 7.7 | 7.9 | 17.0 | 11.0 | N/A | 5.0 | 8.8 | 10.7 | 3.4 | 5.9 | 11.4 | 26.1 | 16.1 | 0.7 | 0.9 | 0.7 | 0.3 | 1.0 | 0.5 | 0.9 | 1.2 | 3.0 | 1.0 | 0.9 | 2.5 | 3.9 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -61.7 | 46.9 | -42.0 | 1172.5 | N/A | N/A | N/A | -61.7 | -3.5 | 278.9 | -28.6 | -61.3 | -60.7 | 54.3 | 1965.9 | -10.9 | 64.3 | 250.0 | -77.1 | 133.3 | -6.2 | -64.4 | -54.5 | 241.4 | 38.1 | -58.0 | 16.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2001
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