Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
EPGAX (FIDELITY ADVISOR EQUITY GROWTH FUND CLASS A) | 6.94% | 9.22% | 21.87% | 15.77% | 16.10% | 16.67% | 12.00% | 9.46% |
Data as of 07/15/2025, AR inception is 12/31/1993
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
EPGAX (FIDELITY ADVISOR EQUITY GROWTH FUND CLASS A) | 12/31/1993 | 07/15/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.00 | 9.22 | 21.87 | 15.77 | 16.10 | 16.67 | 12.00 | 9.46 | 6.94 | 29.70 | 35.25 | -24.67 | 22.66 | 43.38 | 33.69 | -0.04 | 34.85 | 0.29 | 6.74 | 10.90 | 35.64 | 14.19 | -0.03 | 23.57 | 27.91 | -46.95 | 26.31 | 6.54 | 5.38 | 2.97 | 32.07 | -30.23 | -17.94 | -11.31 | 25.24 | 23.11 | 9.61 | 11.46 | 32.26 | -2.27 | 0.00 |
Sharpe Ratio | NA | 0.29 | 0.92 | 0.66 | 0.72 | NA | NA | 0.36 | 0.37 | 1.61 | 2.14 | -0.94 | 1.35 | 1.21 | 2.21 | -0.07 | 3.96 | 0.01 | 0.42 | 0.73 | 2.76 | 0.98 | 0.00 | 1.21 | 1.00 | -1.26 | 1.37 | 0.27 | 0.29 | 0.14 | 1.63 | -1.11 | -0.80 | -0.56 | 1.06 | 0.77 | 0.26 | 0.69 | 1.95 | -0.54 | NA |
Standard Deviation(%) | NA | 22.87 | 19.69 | 20.65 | 20.69 | NA | NA | 20.79 | 27.15 | 16.17 | 14.90 | 27.74 | 16.82 | 35.51 | 14.57 | 20.58 | 8.67 | 14.77 | 15.94 | 14.97 | 12.90 | 14.55 | 26.04 | 19.41 | 27.82 | 37.91 | 16.97 | 11.70 | 10.79 | 14.54 | 19.29 | 28.33 | 25.74 | 27.96 | 20.58 | 25.46 | 22.39 | 11.18 | 14.49 | 9.97 | 0.00 |
Draw Down(%) | NA | 23.07 | 23.07 | 29.99 | 31.17 | NA | NA | 63.07 | 23.07 | 11.47 | 10.12 | 27.94 | 8.94 | 31.17 | 7.77 | 21.78 | 2.76 | 14.53 | 12.40 | 9.64 | 6.38 | 10.88 | 21.33 | 15.86 | 22.87 | 54.72 | 9.61 | 10.69 | 7.53 | 16.14 | 13.48 | 39.20 | 36.06 | 24.24 | 10.50 | 22.22 | 18.64 | 7.27 | 5.82 | 8.66 | 0.00 |
Yield(%) | 0.00 | 11.45 | 7.10 | 9.46 | 11.09 | 16.78 | 12.00 | 12.77 | 0.00 | 14.78 | 0.76 | 1.66 | 14.18 | 15.23 | 11.66 | 6.53 | 14.70 | 6.16 | 2.48 | 0.00 | 0.00 | 0.00 | 0.20 | 0.12 | 0.00 | 0.12 | 0.00 | 0.00 | 0.00 | 0.12 | 0.00 | 0.32 | 0.09 | 5.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/15/2025, AR inception is 12/31/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
EPGAX (FIDELITY ADVISOR EQUITY GROWTH FUND CLASS A) |
-23.13%
Mar 2000 - Mar 2003 |
-9.39%
Mar 2000 - Mar 2005 |
-5.75%
Feb 1999 - Feb 2009 |
0.44%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
EPGAX (FIDELITY ADVISOR EQUITY GROWTH FUND CLASS A) |
32.97%
Dec 2018 - Dec 2021 |
26.03%
Oct 2016 - Oct 2021 |
19.42%
Sep 2011 - Sep 2021 |
18.20%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart