Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FADAX (FIDELITY ADVISOR DIVIDEND GROWTH FUND CLASS A) | 9.07% | 12.43% | 18.82% | 17.65% | 10.77% | 12.12% | 8.91% | 7.15% |
Data as of 07/10/2025, AR inception is 05/06/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FADAX (FIDELITY ADVISOR DIVIDEND GROWTH FUND CLASS A) | 05/06/1999 | 07/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 12.43 | 18.82 | 17.65 | 10.77 | 12.12 | 8.91 | 7.15 | 9.07 | 26.84 | 17.36 | -12.15 | 27.65 | 1.74 | 28.23 | -6.39 | 19.65 | 7.65 | -1.17 | 11.35 | 31.17 | 18.32 | -8.78 | 21.27 | 53.19 | -43.97 | 0.48 | 14.19 | 3.32 | 5.33 | 22.61 | -20.71 | -2.89 | 11.71 | -1.54 |
| Sharpe Ratio | NA | 0.47 | 0.90 | 0.90 | 0.48 | NA | NA | 0.28 | 0.59 | 1.58 | 1.17 | -0.67 | 1.99 | 0.04 | 1.94 | -0.52 | 2.84 | 0.60 | -0.08 | 1.03 | 2.62 | 1.21 | -0.31 | 0.97 | 1.50 | -0.99 | -0.18 | 1.14 | 0.11 | 0.39 | 1.28 | -0.84 | -0.28 | 0.38 | -0.35 |
| Standard Deviation(%) | NA | 21.89 | 17.03 | 17.12 | 19.44 | NA | NA | 20.83 | 25.91 | 14.71 | 11.77 | 20.20 | 13.87 | 41.52 | 13.81 | 14.98 | 6.72 | 12.34 | 14.74 | 11.00 | 11.90 | 15.27 | 28.22 | 21.81 | 35.31 | 45.14 | 14.68 | 9.51 | 9.85 | 11.11 | 17.09 | 26.02 | 19.28 | 19.80 | 16.32 |
| Draw Down(%) | NA | 21.38 | 21.38 | 21.38 | 41.35 | NA | NA | 61.71 | 21.38 | 9.86 | 8.37 | 20.61 | 5.28 | 41.35 | 9.60 | 17.98 | 3.09 | 10.26 | 12.58 | 7.40 | 6.73 | 13.68 | 27.75 | 18.71 | 29.93 | 56.70 | 11.28 | 7.66 | 7.65 | 10.00 | 15.42 | 33.39 | 21.69 | 11.94 | 15.34 |
| Yield(%) | 0.00 | 8.51 | 7.86 | 7.99 | 7.40 | 10.20 | 7.31 | 6.09 | 0.00 | 10.86 | 3.56 | 7.61 | 6.80 | 1.42 | 5.71 | 14.42 | 16.94 | 1.30 | 7.12 | 11.80 | 0.65 | 0.87 | 0.00 | 0.73 | 0.66 | 2.02 | 7.39 | 3.19 | 0.18 | 1.07 | 0.63 | 0.51 | 0.26 | 0.00 | 0.00 |
Data as of 07/10/2025, AR inception is 05/06/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FADAX (FIDELITY ADVISOR DIVIDEND GROWTH FUND CLASS A) |
-19.78%
Feb 2006 - Feb 2009 |
-10.91%
Feb 2004 - Feb 2009 |
-1.78%
Jun 1999 - Jun 2009 |
3.85%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FADAX (FIDELITY ADVISOR DIVIDEND GROWTH FUND CLASS A) |
32.73%
Feb 2009 - Feb 2012 |
26.20%
Feb 2009 - Feb 2014 |
16.73%
Feb 2009 - Feb 2019 |
14.66%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart