Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FASOX (FIDELITY ADVISOR VALUE STRATEGIES CLASS I) | 0.77% | 2.91% | 10.57% | 16.50% | 9.24% | 11.30% | 8.45% | 9.41% |
Data as of 07/22/2025, AR inception is 12/31/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FASOX (FIDELITY ADVISOR VALUE STRATEGIES CLASS I) | 12/31/1993 | 07/22/2025 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.53 | 2.91 | 10.57 | 16.50 | 9.24 | 11.30 | 8.45 | 9.41 | 0.77 | 9.23 | 20.51 | -7.38 | 33.31 | 8.21 | 34.49 | -16.90 | 19.16 | 11.29 | -2.64 | 6.43 | 30.40 | 27.02 | -9.29 | 26.58 | 59.31 | -51.10 | 5.31 | 16.22 | 2.74 | 15.01 | 60.99 | -25.89 | 12.82 | 12.00 | 19.25 | 1.12 | 26.11 | 0.29 | 34.46 | -9.98 | 0.00 |
| Sharpe Ratio | NA | -0.09 | 0.38 | 0.69 | 0.34 | NA | NA | 0.34 | -0.19 | 0.36 | 0.92 | -0.35 | 1.84 | 0.18 | 2.50 | -1.19 | 2.25 | 0.68 | -0.16 | 0.54 | 2.51 | 1.73 | -0.32 | 1.16 | 1.48 | -1.06 | 0.12 | 1.12 | 0.03 | 0.77 | 2.77 | -0.93 | 0.40 | 0.33 | 1.16 | -0.11 | 1.50 | -0.31 | 2.78 | -1.74 | NA |
| Standard Deviation(%) | NA | 22.38 | 20.48 | 20.63 | 22.07 | NA | NA | 22.20 | 25.96 | 15.63 | 18.44 | 25.44 | 18.09 | 45.01 | 13.22 | 15.44 | 8.26 | 16.32 | 16.23 | 11.91 | 12.08 | 15.75 | 28.78 | 22.85 | 40.05 | 49.11 | 17.69 | 11.52 | 13.98 | 18.26 | 21.75 | 29.13 | 26.60 | 23.34 | 13.71 | 20.48 | 14.85 | 10.72 | 10.96 | 7.48 | 0.00 |
| Draw Down(%) | NA | 26.82 | 26.82 | 26.82 | 47.97 | NA | NA | 69.86 | 23.18 | 9.59 | 15.61 | 21.52 | 8.53 | 47.97 | 7.78 | 25.39 | 3.50 | 15.73 | 15.19 | 10.46 | 5.81 | 10.96 | 29.76 | 19.90 | 34.76 | 63.95 | 15.44 | 10.86 | 13.68 | 18.75 | 18.11 | 41.12 | 33.64 | 15.88 | 11.08 | 35.46 | 11.72 | 12.12 | 5.07 | 10.83 | 0.00 |
| Yield(%) | 0.00 | 10.56 | 6.24 | 8.25 | 7.02 | 9.65 | 6.64 | 9.76 | 0.00 | 11.31 | 3.25 | 2.11 | 9.99 | 0.98 | 6.63 | 11.09 | 9.23 | 20.90 | 1.20 | 1.08 | 1.04 | 0.73 | 0.73 | 0.57 | 0.00 | 0.71 | 16.73 | 13.34 | 20.24 | 0.47 | 0.00 | 0.26 | 1.33 | 6.82 | 24.93 | 2.61 | 13.48 | 9.16 | 2.92 | 0.00 | 0.00 |
Data as of 07/22/2025, AR inception is 12/31/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FASOX (FIDELITY ADVISOR VALUE STRATEGIES CLASS I) |
-23.09%
Feb 2006 - Feb 2009 |
-11.99%
Feb 2004 - Feb 2009 |
0.75%
Feb 1999 - Feb 2009 |
3.24%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FASOX (FIDELITY ADVISOR VALUE STRATEGIES CLASS I) |
37.68%
Feb 2009 - Feb 2012 |
30.53%
Feb 2009 - Feb 2014 |
17.53%
Feb 2009 - Feb 2019 |
16.26%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart