Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FAIOX (FIDELITY ADVISOR BALANCED FUND CLASS I) | NA | 15.61% | 4.24% | 7.65% | 7.83% | 9.05% | 7.36% | 7.10% |
Data as of 12/19/2024, AR inception is 09/07/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAIOX (FIDELITY ADVISOR BALANCED FUND CLASS I) | 09/07/1995 | 12/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.61 | 4.24 | 7.65 | 7.83 | 9.05 | 7.36 | 7.10 | 15.30 | 21.45 | -21.70 | 10.90 | 18.27 | 24.10 | -4.14 | 15.98 | 7.23 | 0.27 | 10.05 | 20.49 | 12.68 | 1.70 | 13.02 | 27.58 | -31.65 | 8.89 | 11.89 | 5.46 | 5.53 | 18.18 | -8.84 | -1.41 | -5.14 | 4.64 | 16.22 | 22.92 | 7.96 | 3.69 |
| Sharpe Ratio | NA | 1.12 | -0.01 | 0.33 | 0.49 | NA | NA | 0.43 | 1.13 | 1.89 | -1.21 | 0.91 | 0.75 | 2.63 | -0.48 | 3.17 | 0.76 | 0.02 | 1.19 | 2.51 | 1.52 | 0.12 | 1.14 | 1.53 | -1.23 | 0.53 | 1.00 | 0.45 | 0.72 | 1.82 | -0.77 | -0.30 | -0.66 | 0.13 | 1.02 | 1.84 | 0.58 | 1.66 |
| Standard Deviation(%) | NA | 8.02 | 13.17 | 15.68 | 12.81 | NA | NA | 12.49 | 8.06 | 9.20 | 19.12 | 11.99 | 23.83 | 8.62 | 11.31 | 4.87 | 9.29 | 10.04 | 8.42 | 8.14 | 8.36 | 14.12 | 11.33 | 17.92 | 26.50 | 11.23 | 8.63 | 7.29 | 6.41 | 9.60 | 12.85 | 12.53 | 13.93 | 11.15 | 12.62 | 10.53 | 7.65 | 5.20 |
| Draw Down(%) | NA | 5.30 | 26.18 | 28.41 | 28.41 | NA | NA | 44.13 | 5.30 | 7.55 | 26.10 | 8.12 | 26.36 | 4.68 | 14.64 | 1.64 | 8.64 | 9.13 | 5.25 | 5.21 | 6.49 | 12.00 | 9.15 | 17.45 | 40.60 | 7.18 | 7.67 | 4.49 | 5.56 | 6.64 | 17.09 | 15.58 | 10.85 | 9.77 | 13.72 | 6.88 | 6.35 | 2.05 |
| Yield(%) | 0.00 | 4.83 | 2.25 | 2.14 | 3.73 | 5.19 | 4.76 | 5.45 | 4.39 | 1.90 | 1.03 | 0.79 | 1.32 | 3.63 | 6.96 | 6.78 | 1.96 | 5.07 | 7.80 | 5.95 | 1.83 | 1.83 | 1.56 | 2.61 | 2.28 | 10.21 | 8.00 | 7.87 | 2.64 | 2.70 | 2.43 | 2.99 | 5.97 | 6.69 | 12.87 | 11.65 | 3.67 | 2.69 |
Data as of 12/19/2024, AR inception is 09/07/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAIOX (FIDELITY ADVISOR BALANCED FUND CLASS I) |
-10.29%
Feb 2006 - Feb 2009 |
-4.06%
Feb 2004 - Feb 2009 |
-1.27%
Feb 1999 - Feb 2009 |
3.99%
Jun 1998 - Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAIOX (FIDELITY ADVISOR BALANCED FUND CLASS I) |
20.62%
Feb 2009 - Feb 2012 |
17.83%
Feb 2009 - Feb 2014 |
12.29%
Feb 2009 - Feb 2019 |
10.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart