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FMCEX: FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND CLASS C (MUTUAL FUND)
Basic Info 34.6 0.35(1.02%) May 03
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (33%) |
Start Date: | 11/27/1998 |
Last Dividend Date: | 12/27/2022 |
12-Mo. Yield | 9.75% |
Expenses | 0.72% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/27/1998 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 4.2 | 18.6 | 1.9 | 8.6 | 8.2 | 11.8 | 7.4 | 8.5 | 16.0 | -14.8 | 22.0 | 11.9 | 28.3 | -8.5 | 19.0 | 9.5 | -4.3 | 9.1 | 29.9 | 18.4 | -5.8 | 23.1 | 45.7 | -52.7 | 8.7 | 12.4 | 7.5 | 15.1 | 43.0 | -19.1 | -13.7 | 30.5 | 37.7 | 6.0 |
Sharpe Ratio | NA | 0.48 | 0.93 | -0.04 | 0.26 | 0.35 | NA | NA | 0.33 | 0.68 | -0.62 | 1.23 | 0.28 | 2.07 | -0.63 | 2.1 | 0.6 | -0.3 | 0.75 | 2.44 | 1.27 | -0.21 | 1.13 | 1.6 | -1.25 | 0.34 | 0.68 | 0.42 | 0.96 | 2.73 | -0.83 | -0.87 | 0.8 | 2.05 | 4.82 |
Draw Down(%) | NA | 7.6 | 14.6 | 24.7 | 43.4 | 43.4 | NA | NA | 65.3 | 14.6 | 24.0 | 9.0 | 43.4 | 7.6 | 22.9 | 3.4 | 13.9 | 14.1 | 9.7 | 7.0 | 11.0 | 25.2 | 18.4 | 19.6 | 62.0 | 11.2 | 15.6 | 11.7 | 13.5 | 10.4 | 32.6 | 31.2 | 29.5 | 10.7 | 4.6 |
Standard Deviation(%) | NA | 14.3 | 15.7 | 20.3 | 25.3 | 20.2 | NA | NA | 21.6 | 17.3 | 26.2 | 17.8 | 41.3 | 13.0 | 15.6 | 8.8 | 15.6 | 14.6 | 12.1 | 12.2 | 14.5 | 27.9 | 20.3 | 28.6 | 42.9 | 17.0 | 13.5 | 13.0 | 14.8 | 15.5 | 24.3 | 18.7 | 32.8 | 16.8 | 18.1 |
Treynor Ratio | NA | 0.08 | 0.15 | -0.01 | 0.07 | 0.08 | NA | NA | 0.08 | 0.13 | -0.21 | 0.32 | 0.11 | 0.32 | -0.12 | 0.19 | 0.1 | -0.05 | 0.11 | 0.33 | 0.21 | -0.06 | 0.26 | 0.49 | -0.6 | 0.06 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -0.02 | 0.04 | 0.03 | -0.07 | 0.0 | -0.02 | -0.01 | 0.01 | -0.01 | -0.01 | 0.0 | 0.02 | -0.01 | -0.01 | 0.02 | -0.07 | -0.03 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.9 | 0.95 | 0.8 | 0.89 | 0.89 | NA | NA | 0.9 | 0.93 | 0.77 | 0.68 | 1.05 | 0.84 | 0.81 | 0.96 | 0.95 | 0.9 | 0.85 | 0.91 | 0.88 | 0.97 | 0.89 | 0.93 | 0.89 | 0.91 | 0.8 | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.81 | 0.8 | 0.8 | 0.78 | 0.81 | NA | NA | 0.65 | 0.82 | 0.89 | 0.48 | 0.82 | 0.81 | 0.89 | 0.81 | 0.93 | 0.96 | 0.93 | 0.96 | 0.95 | 0.97 | 0.95 | 0.94 | 0.95 | 0.86 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 6.8 | 6.6 | 6.6 | 10.1 | 6.4 | N/A | 0.0 | 8.5 | 15.5 | 2.0 | 4.3 | 16.9 | 4.8 | 0.2 | 1.6 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.6 | 14.7 | 9.7 | 11.2 | 3.3 | 0.0 | 0.0 | 0.8 | 10.9 | 8.0 | 3.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | 10.8 | 28.9 | 95.4 | N/A | N/A | N/A | -100.0 | -40.7 | 737.5 | -42.3 | -81.4 | 300.0 | 2383.3 | -87.2 | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -96.3 | 52.8 | -14.6 | 272.2 | N/A | N/A | -100.0 | -91.5 | 76.1 | 175.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/27/1998
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