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FNIAX: FIDELITY ADVISOR NEW INSIGHTS FUND CLASS A (MUTUAL FUND)
Basic Info 40.41 0.8(2.02%) May 02
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 08/05/2003 |
| Last Dividend Date: | 12/06/2024 |
| 12-Mo. Yield | 0.03% |
| Expenses | 0.70% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/05/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.7 | -2.6 | 10.6 | 8.6 | 7.3 | 7.8 | 9.7 | 8.9 | 9.9 | 27.6 | 27.7 | -35.5 | 10.0 | 14.0 | 29.2 | -4.7 | 28.1 | 6.3 | 2.3 | 9.1 | 32.4 | 15.8 | -1.0 | 16.2 | 29.1 | -37.9 | 20.3 | 11.1 | 19.0 | 18.8 | 21.1 |
| Sharpe Ratio | NA | -0.34 | 0.19 | 0.19 | 0.21 | 0.3 | NA | NA | 0.45 | 1.3 | 1.65 | -1.25 | 0.52 | 0.4 | 2.16 | -0.33 | 3.42 | 0.42 | 0.15 | 0.69 | 2.66 | 1.22 | -0.05 | 0.96 | 1.38 | -1.15 | 1.12 | 0.64 | 1.5 | 1.42 | 3.97 |
| Draw Down(%) | NA | 20.6 | 22.6 | 23.2 | 44.2 | 44.2 | NA | NA | 49.7 | 10.9 | 8.1 | 36.9 | 15.5 | 31.9 | 7.4 | 22.0 | 2.3 | 12.8 | 11.3 | 8.4 | 6.1 | 9.3 | 17.2 | 12.5 | 18.7 | 46.2 | 8.9 | 12.2 | 6.3 | 9.8 | 4.9 |
| Standard Deviation(%) | NA | 30.8 | 22.4 | 21.5 | 21.9 | 20.4 | NA | NA | 19.0 | 16.2 | 14.4 | 29.5 | 19.1 | 34.6 | 12.8 | 18.3 | 8.1 | 14.6 | 15.1 | 13.1 | 12.1 | 13.0 | 22.0 | 16.7 | 21.0 | 33.7 | 15.5 | 12.2 | 11.2 | 12.5 | 14.9 |
| Treynor Ratio | NA | -0.13 | 0.06 | 0.06 | 0.07 | 0.08 | NA | NA | 0.11 | 0.3 | 0.35 | -0.53 | 0.19 | 0.15 | 0.47 | -0.07 | 0.31 | 0.06 | 0.03 | 0.1 | 0.33 | 0.18 | -0.01 | 0.19 | 0.34 | -0.44 | 0.19 | 0.09 | 0.21 | 0.23 | 0.68 |
| Alpha | NA | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | NA | NA | 0.0 | 0.02 | -0.01 | -0.04 | 0.04 | -0.1 | 0.01 | -0.02 | 0.0 | 0.03 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.02 | 0.0 | -0.02 | 0.04 | 0.03 | 0.03 | 0.05 | 0.08 |
| Beta | NA | 0.83 | 0.77 | 0.73 | 0.7 | 0.77 | NA | NA | 0.81 | 0.7 | 0.67 | 0.7 | 0.53 | 0.92 | 0.58 | 0.87 | 0.89 | 0.95 | 0.91 | 0.92 | 0.98 | 0.87 | 0.83 | 0.86 | 0.84 | 0.88 | 0.92 | 0.86 | 0.81 | 0.76 | 0.87 |
| RSquared | NA | 0.98 | 0.89 | 0.81 | 0.74 | 0.81 | NA | NA | 0.87 | 0.79 | 0.79 | 0.78 | 0.44 | 0.92 | 0.69 | 0.97 | 0.89 | 0.94 | 0.96 | 0.93 | 0.94 | 0.95 | 0.98 | 0.97 | 0.97 | 0.96 | 0.95 | 0.84 | 0.73 | 0.78 | 0.7 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.2 | 0.5 | 4.0 | 6.3 | 6.6 | N/A | 0.0 | 0.3 | 1.6 | 0.0 | 0.0 | 7.8 | 11.5 | 9.0 | 5.1 | 4.3 | 7.8 | 15.7 | 0.5 | 0.2 | 0.3 | 0.1 | 0.5 | 2.4 | 0.7 | 0.0 | 0.1 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | -85.7 | -91.7 | -92.9 | 66.6 | N/A | N/A | N/A | -75.8 | -89.9 | N/A | -100.0 | -99.9 | -43.1 | 53.0 | 81.0 | 14.6 | -43.2 | -44.5 | 3828.0 | 165.7 | -38.6 | 470.0 | -91.3 | -74.2 | 280.3 | N/A | -100.0 | -69.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2003
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See LARGE GROWTH Asset Class Trend Rankings |
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