Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
EPGBX (FIDELITY ADVISOR EQUITY GROWTH FUND CLASS B) | NA | -4.82% | 9.82% | 9.66% | 6.41% | 3.17% | NA | 3.70% |
Data as of 06/27/2016, AR inception is 01/07/1998
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
EPGBX (FIDELITY ADVISOR EQUITY GROWTH FUND CLASS B) | 01/07/1998 | 06/27/2016 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -2.38 | -4.82 | 9.82 | 9.66 | 6.41 | 3.17 | NA | 3.70 | -6.30 | 3.07 | 9.99 | 34.57 | 13.34 | -0.78 | 22.64 | 26.96 | -47.36 | 25.35 | 5.68 | 4.54 | 2.03 | 31.06 | -31.05 | -18.74 | -17.45 | 24.69 | 24.48 |
Sharpe Ratio | NA | -0.53 | 0.57 | 0.50 | 0.25 | NA | NA | 0.08 | -0.71 | 0.19 | 0.67 | 2.68 | 0.92 | -0.03 | 1.16 | 0.96 | -1.27 | 1.32 | 0.20 | 0.22 | 0.07 | 1.58 | -1.13 | -0.83 | -0.77 | 1.05 | 0.85 |
Standard Deviation(%) | NA | 18.37 | 15.44 | 17.89 | 21.77 | NA | NA | 21.79 | 17.86 | 15.86 | 14.97 | 12.89 | 14.56 | 26.03 | 19.42 | 27.85 | 37.91 | 16.99 | 11.68 | 10.79 | 14.55 | 19.27 | 28.35 | 25.76 | 27.74 | 20.48 | 25.56 |
Draw Down(%) | NA | 19.72 | 19.72 | 21.43 | 60.22 | NA | NA | 67.74 | 14.71 | 12.54 | 9.72 | 6.45 | 11.01 | 21.43 | 16.00 | 22.98 | 55.02 | 9.65 | 10.82 | 7.77 | 16.61 | 13.56 | 39.72 | 36.48 | 26.00 | 10.56 | 22.35 |
Yield(%) | 0.00 | 2.80 | 1.30 | 0.93 | 0.55 | 0.31 | 0.70 | 0.78 | 0.11 | 2.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 5.52 | 0.00 | 0.00 |
Data as of 06/27/2016, AR inception is 01/07/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
EPGBX (FIDELITY ADVISOR EQUITY GROWTH FUND CLASS B) |
-23.86%
Mar 2000 - Mar 2003 |
-10.21%
Mar 2000 - Mar 2005 |
-6.51%
Feb 1999 - Feb 2009 |
0.96%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
EPGBX (FIDELITY ADVISOR EQUITY GROWTH FUND CLASS B) |
26.13%
Feb 2009 - Feb 2012 |
24.13%
Feb 2009 - Feb 2014 |
7.67%
Aug 2004 - Aug 2014 |
3.69%
Mar 2001 - Mar 2016 |
Annualized Rolling Returns Comparison Chart