Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FEIBX (FIDELITY ADVISOR EQUITY INCOME FUND CLASS B) | NA | -5.85% | 5.57% | 8.27% | 3.86% | 4.07% | 4.63% | 4.64% |
Data as of 06/24/2016, AR inception is 06/21/1996
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FEIBX (FIDELITY ADVISOR EQUITY INCOME FUND CLASS B) | 06/21/1996 | 06/24/2016 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -1.60 | -5.85 | 5.57 | 8.27 | 3.86 | 4.07 | 4.63 | 4.64 | 0.77 | -13.47 | 2.95 | 25.11 | 13.88 | -1.65 | 11.86 | 22.37 | -42.19 | -7.06 | 11.43 | 0.00 | 9.47 | 27.30 | -16.42 | -6.30 | -0.81 | -8.01 | 9.90 | 17.44 | 6.07 |
Sharpe Ratio | NA | -0.73 | 0.01 | 0.26 | -0.01 | NA | NA | -0.10 | 0.08 | -0.80 | 0.27 | 2.59 | 1.21 | -0.07 | 0.57 | 0.67 | -0.97 | -0.58 | 0.79 | -0.18 | 0.77 | 1.65 | -0.73 | -0.50 | -0.25 | -0.63 | 0.36 | -2.54 | 0.84 |
Standard Deviation(%) | NA | 19.60 | 14.31 | 15.99 | 23.06 | NA | NA | 19.96 | 16.82 | 16.81 | 11.04 | 9.67 | 11.53 | 23.03 | 20.70 | 33.03 | 44.19 | 17.48 | 10.40 | 11.80 | 11.14 | 16.09 | 24.07 | 17.60 | 19.55 | 17.81 | 18.22 | 14.80 | 9.89 |
Draw Down(%) | NA | 24.73 | 27.15 | 27.15 | 63.85 | NA | NA | 63.85 | 11.53 | 17.61 | 8.51 | 4.80 | 9.30 | 20.85 | 18.40 | 31.46 | 52.17 | 11.20 | 8.06 | 7.65 | 7.21 | 15.38 | 32.14 | 21.15 | 14.84 | 18.52 | 19.88 | 10.74 | 6.76 |
Yield(%) | 0.00 | 8.09 | 5.51 | 4.70 | 3.67 | 3.47 | 3.88 | 3.89 | 1.14 | 8.21 | 4.42 | 1.23 | 1.94 | 1.22 | 0.59 | 0.93 | 1.68 | 9.63 | 4.52 | 5.59 | 1.72 | 0.29 | 0.50 | 3.42 | 9.50 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/24/2016, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FEIBX (FIDELITY ADVISOR EQUITY INCOME FUND CLASS B) |
-19.23%
Feb 2006 - Feb 2009 |
-9.34%
Feb 2004 - Feb 2009 |
-3.58%
Feb 1999 - Feb 2009 |
2.11%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FEIBX (FIDELITY ADVISOR EQUITY INCOME FUND CLASS B) |
24.36%
Feb 2009 - Feb 2012 |
21.30%
Feb 2009 - Feb 2014 |
7.10%
Mar 2003 - Mar 2013 |
5.81%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison Chart