Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FABCX (FIDELITY ADVISOR BALANCED FUND CLASS C) | NA | 15.19% | 2.52% | 6.60% | 7.12% | 8.41% | 6.57% | … | … |
Data as of 12/16/2024, Common starting date is 12/04/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FABCX (FIDELITY ADVISOR BALANCED FUND CLASS C) | 12/04/1997 | 12/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.19 | 2.52 | 6.60 | 7.12 | 8.41 | 6.57 | … | … | 14.37 | 20.23 | -22.60 | 9.64 | 16.97 | 22.82 | -5.09 | 15.11 | 6.15 | -0.75 | 8.97 | 19.26 | 11.56 | 0.61 | 18.88 | 26.31 | -32.37 | 7.77 | 10.59 | 4.42 | 4.41 | 16.90 | -9.58 | -2.45 | -6.17 | 3.58 | 14.80 | -6.19 |
| Sharpe Ratio | NA | 1.09 | -0.11 | 0.26 | 0.43 | NA | NA | … | … | 1.01 | 1.75 | -1.26 | 0.79 | 0.70 | 2.48 | -0.57 | 3.00 | 0.64 | -0.08 | 1.06 | 2.38 | 1.40 | 0.04 | 1.48 | 1.47 | -1.25 | 0.43 | 0.86 | 0.31 | 0.55 | 1.69 | -0.83 | -0.39 | -0.73 | 0.03 | 0.91 | -2.65 |
| Standard Deviation(%) | NA | 8.10 | 13.22 | 15.72 | 12.86 | NA | NA | … | … | 8.16 | 9.20 | 19.15 | 12.09 | 23.88 | 8.62 | 11.29 | 4.86 | 9.32 | 10.07 | 8.43 | 8.08 | 8.31 | 14.11 | 12.72 | 17.86 | 26.55 | 11.27 | 8.57 | 7.32 | 6.33 | 9.57 | 12.80 | 12.56 | 13.99 | 11.15 | 12.61 | 23.71 |
| Draw Down(%) | NA | 5.34 | 26.88 | 29.41 | 29.41 | NA | NA | … | … | 5.34 | 7.76 | 26.77 | 8.41 | 26.45 | 4.71 | 14.89 | 1.69 | 8.73 | 9.46 | 5.27 | 5.26 | 6.67 | 12.38 | 9.31 | 17.57 | 40.98 | 7.24 | 7.78 | 4.64 | 5.76 | 6.86 | 17.37 | 16.05 | 11.14 | 9.82 | 13.85 | 8.36 |
| Yield(%) | 0.00 | 3.94 | 1.45 | 1.18 | 2.82 | 4.26 | 3.91 | … | … | 3.69 | 0.87 | 0.24 | 0.00 | 0.38 | 2.58 | 6.15 | 6.06 | 1.01 | 4.26 | 6.94 | 5.01 | 0.68 | 0.81 | 6.72 | 1.56 | 1.41 | 9.25 | 6.99 | 6.92 | 1.65 | 1.58 | 1.68 | 2.02 | 4.92 | 6.09 | 11.83 | 0.82 |
Data as of 12/16/2024, Common starting date is 12/04/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FABCX (FIDELITY ADVISOR BALANCED FUND CLASS C) |
-11.21%
Feb 2006 – Feb 2009 |
-5.04%
Feb 2004 – Feb 2009 |
-2.28%
Feb 1999 – Feb 2009 |
3.33%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FABCX (FIDELITY ADVISOR BALANCED FUND CLASS C) |
21.81%
Feb 2009 – Feb 2012 |
18.04%
Feb 2009 – Feb 2014 |
11.85%
Feb 2009 – Feb 2019 |
10.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart