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FNIAX: FIDELITY ADVISOR NEW INSIGHTS FUND CLASS A (MUTUAL FUND)
Basic Info 37.01 0.47(1.29%) May 03
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (48%) |
Start Date: | 08/05/2003 |
Last Dividend Date: | 02/09/2024 |
12-Mo. Yield | 6.28% |
Expenses | 0.70% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 14.5 | 39.7 | 8.7 | 13.2 | 12.4 | 14.2 | 11.2 | 12.0 | 36.0 | -27.7 | 24.4 | 23.6 | 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 | 2.98 | 2.7 | 0.33 | 0.52 | 0.61 | NA | NA | 0.6 | 2.38 | -1.09 | 1.51 | 0.69 | 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 | 5.4 | 7.2 | 33.0 | 33.0 | 33.0 | NA | NA | 49.7 | 7.2 | 31.5 | 8.1 | 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 | 15.1 | 13.3 | 19.4 | 22.3 | 18.6 | NA | NA | 18.4 | 13.5 | 26.9 | 16.1 | 33.7 | 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 | 0.58 | 0.51 | 0.09 | 0.15 | 0.14 | NA | NA | 0.13 | 0.48 | -0.42 | 0.35 | 0.25 | 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 | 0.07 | 0.03 | 0.02 | 0.01 | 0.0 | NA | NA | 0.01 | 0.02 | 0.0 | 0.05 | -0.09 | 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 | 0.77 | 0.71 | 0.7 | 0.78 | 0.79 | NA | NA | 0.82 | 0.67 | 0.7 | 0.7 | 0.93 | 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 | 0.93 | 0.91 | 0.9 | 0.91 | 0.9 | NA | NA | 0.92 | 0.88 | 0.92 | 0.86 | 0.97 | 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 | 0.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.9 | 9.5 | 14.1 | 9.1 | 7.8 | 11.5 | 9.0 | 5.2 | 4.3 | 7.8 | 15.7 | 0.5 | 0.2 | 0.3 | 0.1 | 0.6 | 2.4 | 0.7 | 0.0 | 0.1 | 0.3 |
Dividend Growth(%) | N/A | -90.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -47.7 | -24.6 | 71.4 | 42.8 | -43.0 | 52.7 | 81.1 | 14.8 | -43.3 | -44.4 | 3955.6 | 125.0 | -20.0 | 400.0 | -91.7 | -72.7 | 266.7 | N/A | -100.0 | -66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2003
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