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FSSMX: FIDELITY ADVISOR STOCK SELECTOR MID CAP FUND FIDELITY STOCK SELECTOR MID CAP FUND (MUTUAL FUND)
Basic Info 42.78 0.13(0.30%) April 26
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (2%) |
Start Date: | 06/13/2012 |
Last Dividend Date: | 12/26/2023 |
12-Mo. Yield | 8.45% |
Expenses | 0.72% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/13/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.5 | 3.7 | 19.6 | 2.5 | 9.4 | 9.3 | 11.6 | 17.2 | -13.9 | 23.2 | 13.0 | 29.6 | -7.7 | 20.1 | 10.6 | -3.1 | 10.2 | 31.2 | 13.0 |
Sharpe Ratio | NA | 0.57 | 1.0 | 0.01 | 0.31 | 0.41 | 0.55 | 0.75 | -0.58 | 1.31 | 0.31 | 2.18 | -0.58 | 2.22 | 0.67 | -0.21 | 0.84 | 2.54 | 1.91 |
Draw Down(%) | NA | 7.5 | 14.4 | 24.0 | 43.4 | 43.4 | 43.4 | 14.4 | 23.4 | 9.0 | 43.4 | 7.5 | 22.7 | 3.3 | 13.8 | 13.9 | 9.4 | 6.9 | 7.0 |
Standard Deviation(%) | NA | 14.3 | 15.7 | 20.3 | 25.3 | 20.2 | 19.3 | 17.3 | 26.2 | 17.8 | 41.3 | 12.9 | 15.5 | 8.8 | 15.5 | 14.6 | 12.1 | 12.3 | 13.2 |
Treynor Ratio | NA | 0.09 | 0.17 | 0.0 | 0.09 | 0.09 | 0.12 | 0.14 | -0.2 | 0.34 | 0.12 | 0.34 | -0.11 | 0.2 | 0.11 | -0.03 | 0.12 | 0.34 | 0.3 |
Alpha | NA | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.04 | 0.03 | -0.07 | 0.01 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 | 0.01 | 0.02 |
Beta | NA | 0.9 | 0.95 | 0.8 | 0.89 | 0.89 | 0.89 | 0.93 | 0.77 | 0.68 | 1.05 | 0.84 | 0.81 | 0.96 | 0.94 | 0.9 | 0.85 | 0.91 | 0.83 |
RSquared | NA | 0.81 | 0.79 | 0.8 | 0.78 | 0.81 | 0.82 | 0.82 | 0.89 | 0.49 | 0.82 | 0.81 | 0.9 | 0.8 | 0.93 | 0.96 | 0.93 | 0.96 | 0.96 |
Yield(%) | N/A | 0.0 | 0.9 | 6.5 | 6.6 | 6.9 | N/A | 0.9 | 7.6 | 14.2 | 2.6 | 5.0 | 15.7 | 5.3 | 1.0 | 1.9 | 0.3 | 0.3 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | -90.8 | 9.1 | 30.6 | N/A | N/A | -90.8 | -40.5 | 506.3 | -36.4 | -76.1 | 244.0 | 475.0 | -50.8 | 550.0 | 42.9 | -75.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/13/2012
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