Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQPIX (FIDELITY ADVISOR EQUITY INCOME FUND CLASS I) | NA | 0.02% | 12.36% | 13.46% | 9.63% | 10.19% | 7.20% | … | … |
Data as of 09/23/2025, Common starting date is 05/27/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQPIX (FIDELITY ADVISOR EQUITY INCOME FUND CLASS I) | 05/27/1983 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.02 | 12.36 | 13.46 | 9.63 | 10.19 | 7.20 | … | … | 2.86 | 12.48 | 11.43 | -1.10 | 22.41 | 1.46 | 27.53 | -9.69 | 12.21 | 17.87 | -4.27 | 8.57 | 27.86 | 17.08 | 0.70 | 13.25 | 24.88 | -40.47 | 3.91 | 17.42 | 6.75 | 12.44 | 29.16 | -15.44 | -1.93 | 10.10 | 3.93 | 16.65 | 26.56 | 14.91 | 30.87 | 5.63 | 18.98 | 14.77 | 29.81 | -15.13 | 16.67 | 23.23 | -18.63 | 7.91 | 25.57 | 9.34 | 2.14 |
| Sharpe Ratio | NA | -0.23 | 0.69 | 0.81 | 0.48 | NA | NA | … | … | 0.07 | 0.88 | 0.65 | -0.14 | 1.83 | 0.03 | 2.31 | -0.77 | 1.65 | 1.30 | -0.30 | 0.87 | 2.88 | 1.50 | 0.03 | 0.63 | 0.75 | -0.94 | 0.05 | 1.42 | 0.43 | 1.04 | 1.77 | -0.69 | -0.26 | 0.32 | 0.04 | 0.74 | 1.74 | 1.13 | 4.00 | 0.31 | 2.38 | 1.53 | 2.33 | -1.87 | 1.27 | 1.76 | -0.89 | 0.28 | 3.49 | 0.22 | -0.38 |
| Standard Deviation(%) | NA | 13.05 | 12.87 | 13.88 | 16.85 | NA | NA | … | … | 14.03 | 10.09 | 12.09 | 18.10 | 12.25 | 36.65 | 11.27 | 14.34 | 7.01 | 13.59 | 14.39 | 9.86 | 9.66 | 11.42 | 23.02 | 20.74 | 32.98 | 44.13 | 16.29 | 9.87 | 10.49 | 10.98 | 16.08 | 24.09 | 17.13 | 18.36 | 14.71 | 17.77 | 13.05 | 9.86 | 6.72 | 8.26 | 7.03 | 7.96 | 11.04 | 10.98 | 8.44 | 10.36 | 25.51 | 12.46 | 5.75 | 10.45 | 7.68 |
| Draw Down(%) | NA | 13.15 | 13.15 | 16.03 | 39.64 | NA | NA | … | … | 11.09 | 7.24 | 9.83 | 16.03 | 6.45 | 39.64 | 6.38 | 19.81 | 3.52 | 10.44 | 13.48 | 7.66 | 4.71 | 8.97 | 20.25 | 18.26 | 31.31 | 50.91 | 11.09 | 7.95 | 7.53 | 6.80 | 15.12 | 31.87 | 20.81 | 14.68 | 14.48 | 19.61 | 8.10 | 7.78 | 2.96 | 8.08 | 3.76 | 4.75 | 6.78 | 23.39 | 8.44 | 4.10 | 33.31 | 8.98 | 3.82 | 10.64 | 5.27 |
| Yield(%) | 0.00 | 9.81 | 8.03 | 8.97 | 8.39 | 9.67 | 6.52 | … | … | 4.43 | 7.56 | 5.06 | 5.38 | 11.92 | 2.28 | 9.27 | 12.44 | 10.47 | 4.70 | 9.14 | 5.43 | 2.44 | 3.10 | 2.26 | 1.19 | 2.02 | 2.57 | 10.54 | 5.62 | 6.66 | 2.73 | 1.47 | 1.02 | 4.33 | 10.46 | 11.47 | 6.24 | 8.80 | 4.90 | 2.86 | 2.82 | 2.44 | 3.96 | 5.62 | 5.63 | 7.08 | 7.77 | 5.53 | 6.35 | 7.47 | 7.07 | 4.35 |
Data as of 09/23/2025, Common starting date is 05/27/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQPIX (FIDELITY ADVISOR EQUITY INCOME FUND CLASS I) |
-18.33%
Feb 2006 – Feb 2009 |
-8.31%
Feb 2004 – Feb 2009 |
-1.50%
Feb 1999 – Feb 2009 |
4.37%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQPIX (FIDELITY ADVISOR EQUITY INCOME FUND CLASS I) |
25.51%
Feb 2009 – Feb 2012 |
22.49%
Feb 2009 – Feb 2014 |
17.73%
Oct 1990 – Oct 2000 |
13.99%
Jun 1984 – Jun 1999 |
Annualized Rolling Returns Comparison Chart