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FTUAX: TELECOMMUNICATIONS PORTFOLIO FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS A (MUTUAL FUND)
Basic Info 53.57 0.23(0.43%) January 22
| Asset Class: | Communications |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 12/01/2005 |
| Last Dividend Date: | 10/04/2024 |
| 12-Mo. Yield | 1.72% |
| Expenses | 1.13% |
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Performance Analytics (As of 01/22/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/01/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.5 | -0.4 | 19.7 | 0.2 | -1.0 | 3.2 | 5.9 | 4.6 | 20.2 | 5.9 | -21.2 | -13.4 | 11.8 | 20.0 | -8.3 | 1.4 | 22.4 | 2.0 | 3.3 | 21.1 | 18.3 | -4.5 | 17.5 | 51.2 | -47.8 | 7.9 | 26.8 | -2.0 |
| Sharpe Ratio | NA | -1.61 | 0.82 | -0.25 | -0.18 | 0.07 | NA | 0.16 | 0.82 | 0.09 | -1.1 | -0.85 | 0.39 | 1.36 | -0.56 | 0.07 | 1.48 | 0.13 | 0.27 | 1.78 | 1.54 | -0.21 | 1.0 | 1.83 | -0.97 | 0.26 | 1.65 | -3.38 |
| Draw Down(%) | NA | 5.2 | 10.4 | 30.6 | 44.2 | 44.2 | NA | 66.8 | 10.4 | 22.0 | 29.1 | 19.9 | 24.7 | 7.5 | 17.4 | 11.7 | 9.1 | 13.2 | 9.1 | 8.0 | 8.0 | 22.0 | 11.9 | 13.9 | 61.0 | 17.7 | 11.3 | 2.9 |
| Standard Deviation(%) | NA | 16.9 | 16.5 | 18.7 | 20.9 | 18.0 | NA | 20.9 | 16.6 | 18.6 | 20.6 | 15.7 | 29.8 | 13.7 | 17.3 | 12.2 | 15.0 | 14.6 | 12.2 | 11.8 | 11.9 | 22.0 | 17.4 | 27.9 | 49.9 | 19.0 | 14.3 | 7.4 |
| Treynor Ratio | NA | -0.35 | 0.39 | -0.08 | -0.05 | 0.02 | NA | 0.04 | 0.42 | 0.02 | -0.35 | -0.19 | 0.16 | 0.24 | -0.12 | 0.01 | 0.24 | 0.02 | 0.04 | 0.26 | 0.25 | -0.05 | 0.2 | 0.55 | -0.42 | 0.05 | 0.21 | -0.38 |
| Alpha | NA | -0.26 | 0.03 | -0.03 | -0.04 | -0.02 | NA | -0.02 | 0.03 | -0.04 | -0.04 | -0.13 | -0.01 | -0.01 | -0.02 | -0.07 | 0.04 | 0.0 | -0.03 | -0.01 | 0.03 | -0.02 | 0.02 | 0.08 | -0.04 | 0.01 | 0.03 | -0.06 |
| Beta | NA | 0.78 | 0.34 | 0.61 | 0.68 | 0.72 | NA | 0.88 | 0.32 | 0.69 | 0.66 | 0.71 | 0.74 | 0.79 | 0.78 | 0.95 | 0.94 | 0.82 | 0.81 | 0.8 | 0.72 | 0.88 | 0.88 | 0.92 | 1.15 | 1.03 | 1.13 | 0.66 |
| RSquared | NA | 0.52 | 0.07 | 0.32 | 0.49 | 0.51 | NA | 0.68 | 0.06 | 0.24 | 0.59 | 0.36 | 0.74 | 0.52 | 0.6 | 0.27 | 0.67 | 0.75 | 0.58 | 0.57 | 0.59 | 0.87 | 0.83 | 0.81 | 0.89 | 0.75 | 0.63 | 0.3 |
| Yield(%) | N/A | 0.0 | 1.7 | 1.7 | 1.6 | 4.1 | 5.4 | N/A | 1.7 | 2.5 | 1.7 | 2.5 | 0.6 | 3.4 | 2.6 | 16.4 | 7.2 | 1.6 | 3.4 | 2.1 | 2.2 | 1.1 | 1.4 | 0.9 | 1.0 | 1.1 | 1.4 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | -30.0 | -25.9 | -75.8 | N/A | N/A | N/A | -30.0 | 11.3 | -40.3 | 321.1 | -78.3 | 16.5 | -86.7 | 174.2 | 332.0 | -51.4 | 83.2 | 16.3 | 86.5 | -11.7 | 146.8 | -55.0 | 1.8 | -3.2 | 103.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/2005
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