Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAIGX (FIDELITY ADVISOR BALANCED FUND CLASS T) | NA | 15.14% | 3.74% | 7.11% | 7.31% | 8.53% | 6.83% | … | … |
Data as of 12/19/2024, Common starting date is 06/24/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAIGX (FIDELITY ADVISOR BALANCED FUND CLASS T) | 06/24/1987 | 12/19/2024 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.14 | 3.74 | 7.11 | 7.31 | 8.53 | 6.83 | … | … | 14.85 | 20.89 | -22.14 | 10.29 | 17.65 | 23.40 | -4.61 | 15.54 | 6.71 | -0.23 | 9.51 | 19.97 | 12.10 | 1.21 | 12.60 | 26.94 | -31.98 | 8.30 | 11.29 | 4.96 | 4.96 | 17.55 | -8.94 | -1.93 | -5.66 | 4.15 | 15.61 | 22.33 | 8.43 | 13.85 | -5.35 | 16.02 | 4.68 | 28.75 | -2.89 | 19.39 | 20.89 | -11.11 |
| Sharpe Ratio | NA | 1.06 | -0.05 | 0.30 | 0.45 | NA | NA | … | … | 1.07 | 1.83 | -1.23 | 0.85 | 0.73 | 2.55 | -0.53 | 3.10 | 0.70 | -0.03 | 1.13 | 2.47 | 1.46 | 0.08 | 1.10 | 1.50 | -1.24 | 0.47 | 0.94 | 0.38 | 0.63 | 1.76 | -0.78 | -0.34 | -0.70 | 0.08 | 0.97 | 1.78 | 0.64 | 2.25 | -1.81 | 3.04 | 0.39 | 3.00 | -1.13 | 2.17 | 2.70 | -1.15 |
| Standard Deviation(%) | NA | 8.03 | 13.17 | 15.70 | 12.83 | NA | NA | … | … | 8.06 | 9.19 | 19.14 | 12.02 | 23.87 | 8.62 | 11.32 | 4.84 | 9.30 | 10.05 | 8.43 | 8.09 | 8.32 | 14.10 | 11.35 | 17.91 | 26.52 | 11.24 | 8.60 | 7.30 | 6.41 | 9.57 | 12.82 | 12.54 | 13.94 | 11.13 | 12.61 | 10.54 | 7.62 | 4.45 | 4.59 | 4.56 | 5.77 | 8.30 | 7.21 | 6.32 | 5.99 | 21.01 |
| Draw Down(%) | NA | 5.33 | 26.50 | 28.86 | 28.86 | NA | NA | … | … | 5.33 | 7.64 | 26.39 | 8.21 | 26.42 | 4.72 | 14.77 | 1.66 | 8.70 | 9.26 | 5.27 | 5.25 | 6.56 | 12.18 | 9.27 | 17.47 | 40.75 | 7.23 | 7.76 | 4.53 | 5.65 | 6.74 | 16.97 | 15.79 | 11.02 | 9.73 | 13.76 | 6.90 | 6.37 | 2.75 | 9.02 | 3.89 | 4.54 | 8.25 | 11.61 | 5.21 | 2.61 | 22.00 |
| Yield(%) | 0.00 | 4.32 | 1.83 | 1.60 | 3.18 | 4.47 | 4.19 | … | … | 3.99 | 1.36 | 0.61 | 0.24 | 0.82 | 3.09 | 6.50 | 6.41 | 1.48 | 4.60 | 7.33 | 5.46 | 1.27 | 1.34 | 1.18 | 2.10 | 1.83 | 9.70 | 7.48 | 7.41 | 2.15 | 2.14 | 2.32 | 2.44 | 5.44 | 6.43 | 12.26 | 11.13 | 3.94 | 4.26 | 1.87 | 3.63 | 3.97 | 4.36 | 4.91 | 9.77 | 5.98 | 2.45 |
Data as of 12/19/2024, Common starting date is 06/24/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAIGX (FIDELITY ADVISOR BALANCED FUND CLASS T) |
-10.75%
Feb 2006 – Feb 2009 |
-4.54%
Feb 2004 – Feb 2009 |
-1.73%
Feb 1999 – Feb 2009 |
2.09%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAIGX (FIDELITY ADVISOR BALANCED FUND CLASS T) |
20.07%
Feb 2009 – Feb 2012 |
17.28%
Feb 2009 – Feb 2014 |
12.35%
Nov 1987 – Nov 1997 |
10.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart