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FTXTX: Fidelity Advisor Tax Managed Stock T (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/27/2009 |
Last Dividend Date: | 12/27/2012 |
12-Mo. Yield | 0.23% |
Expenses | 1.50% |
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Performance Analytics (As of 06/24/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 04/27/2009 |
2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.0 | 33.2 | 13.9 | 15.7 | 16.1 | 17.7 | -7.5 | 14.1 | 27.0 |
Sharpe Ratio | NA | 2.29 | 0.65 | 0.72 | 2.44 | 1.19 | -0.26 | 0.63 | 2.03 |
Draw Down(%) | NA | 6.8 | 28.8 | 28.8 | 4.3 | 13.3 | 28.8 | 18.7 | 8.2 |
Standard Deviation(%) | NA | 14.5 | 21.5 | 21.7 | 15.1 | 14.9 | 28.8 | 22.3 | 20.5 |
Treynor Ratio | NA | 0.3 | 0.12 | 0.13 | 0.32 | 0.16 | -0.06 | 0.12 | 0.4 |
Alpha | NA | 0.03 | -0.04 | -0.03 | 0.02 | 0.0 | -0.03 | -0.01 | -0.03 |
Beta | NA | 1.1 | 1.18 | 1.16 | 1.15 | 1.11 | 1.19 | 1.2 | 1.05 |
RSquared | NA | 0.91 | 0.95 | 0.95 | 0.91 | 0.91 | 0.96 | 0.96 | 0.96 |
Yield(%) | N/A | 0.2 | 0.2 | N/A | 0.0 | 0.2 | 0.3 | 0.2 | 0.7 |
Dividend Growth(%) | N/A | -22.9 | N/A | N/A | -100.0 | -22.9 | 34.6 | -56.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/27/2009
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