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FTUIX: TELECOMMUNICATIONS PORTFOLIO FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS I (MUTUAL FUND)
Basic Info 43.18 0.68(1.60%) April 23
Asset Class: | Communications |
MyPlanIQ Rating: | (67%) |
Start Date: | 12/01/2005 |
Last Dividend Date: | 04/05/2024 |
12-Mo. Yield | 3.04% |
Expenses | 1.13% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/18/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | -5.1 | -0.1 | -8.1 | 1.4 | 3.9 | 7.7 | 4.2 | 7.4 | -17.0 | -2.7 | 20.6 | 20.4 | -8.0 | 1.8 | 22.8 | 2.3 | 3.6 | 21.5 | 18.6 | -4.2 | 17.7 | 51.7 | -47.6 | 8.2 | 26.8 | -2.0 |
Sharpe Ratio | NA | -1.27 | -0.37 | -0.59 | -0.01 | 0.16 | NA | 0.2 | 0.17 | -0.9 | -0.2 | 0.7 | 1.39 | -0.54 | 0.09 | 1.51 | 0.16 | 0.29 | 1.81 | 1.57 | -0.19 | 1.01 | 1.85 | -0.97 | 0.28 | 1.65 | -3.38 |
Draw Down(%) | NA | 10.3 | 14.2 | 34.0 | 34.0 | 34.0 | NA | 66.6 | 21.1 | 26.9 | 16.2 | 24.7 | 7.5 | 17.4 | 11.5 | 9.1 | 13.1 | 9.0 | 8.0 | 7.9 | 21.9 | 11.9 | 13.8 | 60.9 | 17.6 | 11.3 | 2.9 |
Standard Deviation(%) | NA | 16.3 | 18.5 | 17.8 | 19.9 | 17.4 | NA | 20.9 | 18.6 | 20.4 | 13.3 | 29.1 | 13.6 | 17.3 | 12.2 | 15.0 | 14.6 | 12.2 | 11.8 | 11.9 | 22.0 | 17.4 | 27.9 | 49.9 | 19.1 | 14.3 | 7.4 |
Treynor Ratio | NA | -0.6 | -0.11 | -0.16 | 0.0 | 0.04 | NA | 0.05 | 0.05 | -0.28 | -0.04 | 0.26 | 0.24 | -0.12 | 0.01 | 0.24 | 0.03 | 0.04 | 0.27 | 0.26 | -0.05 | 0.2 | 0.56 | -0.42 | 0.05 | 0.21 | -0.38 |
Alpha | NA | -0.1 | -0.06 | -0.05 | -0.03 | -0.02 | NA | -0.01 | -0.04 | -0.02 | -0.08 | 0.02 | -0.01 | -0.02 | -0.07 | 0.04 | 0.01 | -0.03 | -0.01 | 0.03 | -0.02 | 0.02 | 0.08 | -0.03 | 0.01 | 0.03 | -0.06 |
Beta | NA | 0.34 | 0.61 | 0.64 | 0.72 | 0.75 | NA | 0.9 | 0.69 | 0.65 | 0.66 | 0.78 | 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 | 0.06 | 0.15 | 0.39 | 0.6 | 0.59 | NA | 0.71 | 0.24 | 0.6 | 0.43 | 0.85 | 0.52 | 0.6 | 0.27 | 0.67 | 0.75 | 0.57 | 0.57 | 0.59 | 0.87 | 0.83 | 0.81 | 0.89 | 0.75 | 0.63 | 0.3 |
Yield(%) | N/A | 0.4 | 2.8 | 5.8 | 7.4 | 7.2 | 10.1 | N/A | 3.8 | 6.3 | 13.0 | 9.1 | 3.6 | 2.9 | 16.7 | 7.5 | 2.0 | 3.7 | 2.4 | 2.6 | 1.4 | 1.6 | 1.6 | 1.2 | 1.3 | 1.4 | 0.7 |
Dividend Growth(%) | N/A | -88.3 | -51.6 | 18.6 | 5.2 | N/A | N/A | N/A | -52.9 | -58.8 | 58.6 | 188.1 | 11.6 | -85.5 | 168.2 | 278.0 | -46.1 | 73.8 | 10.5 | 78.1 | -1.5 | 51.2 | -27.1 | -4.8 | 17.0 | 103.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/18/2006
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