Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FEIRX (FIDELITY ADVISOR EQUITY INCOME FUND CLASS T) | -1.41% | -4.80% | 2.99% | 7.00% | 5.51% | 7.80% | 5.37% | 7.92% |
Data as of 08/01/2025, AR inception is 09/24/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEIRX (FIDELITY ADVISOR EQUITY INCOME FUND CLASS T) | 09/24/1992 | 08/01/2025 |
| 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 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.80 | 2.99 | 7.00 | 5.51 | 7.80 | 5.37 | 7.92 | -1.41 | 6.43 | 8.23 | -5.22 | 11.77 | 0.98 | 26.87 | -10.10 | 11.75 | 17.25 | -4.73 | 8.06 | 27.24 | 16.57 | 0.21 | 12.86 | 24.28 | -40.77 | 3.40 | 16.83 | 6.16 | 11.88 | 28.41 | -15.49 | -2.47 | 9.51 | 3.32 | 16.02 | 25.89 | 14.26 | 29.93 | 4.60 | 18.03 | 8.01 |
| Sharpe Ratio | NA | -0.53 | -0.03 | 0.33 | 0.23 | NA | NA | 0.33 | -0.33 | -0.01 | 0.33 | -0.36 | 0.79 | 0.02 | 2.26 | -0.80 | 1.59 | 1.25 | -0.33 | 0.82 | 2.81 | 1.46 | 0.01 | 0.62 | 0.73 | -0.94 | 0.03 | 1.38 | 0.38 | 1.00 | 1.73 | -0.69 | -0.28 | 0.30 | 0.01 | 0.71 | 1.71 | 1.08 | 3.90 | 0.20 | 2.23 | 4.86 |
| Standard Deviation(%) | NA | 15.03 | 14.09 | 14.97 | 17.42 | NA | NA | 17.84 | 16.36 | 11.23 | 12.23 | 18.43 | 14.83 | 36.58 | 11.25 | 14.37 | 7.02 | 13.61 | 14.36 | 9.85 | 9.67 | 11.44 | 23.00 | 20.74 | 32.95 | 44.15 | 16.25 | 9.85 | 10.52 | 10.93 | 16.07 | 24.08 | 17.11 | 18.33 | 14.70 | 17.76 | 13.03 | 9.89 | 6.68 | 8.30 | 7.13 | 6.38 |
| Draw Down(%) | NA | 17.54 | 17.54 | 19.35 | 39.69 | NA | NA | 61.10 | 11.16 | 11.18 | 9.91 | 16.21 | 7.89 | 39.69 | 6.38 | 20.18 | 3.56 | 10.52 | 13.62 | 7.81 | 4.76 | 9.05 | 20.39 | 18.31 | 31.40 | 51.13 | 11.15 | 7.98 | 7.60 | 6.98 | 15.26 | 31.74 | 20.93 | 14.73 | 14.58 | 19.76 | 8.16 | 7.83 | 2.99 | 8.24 | 3.30 | 2.84 |
| Yield(%) | 0.00 | 1.33 | 1.74 | 2.13 | 4.89 | 6.40 | 4.68 | 10.24 | 0.34 | 1.89 | 2.12 | 1.52 | 1.76 | 1.91 | 8.95 | 12.22 | 10.28 | 4.26 | 8.82 | 5.00 | 1.95 | 2.62 | 1.80 | 0.90 | 1.55 | 2.19 | 10.17 | 5.16 | 6.20 | 2.25 | 0.96 | 0.91 | 3.87 | 10.00 | 10.99 | 5.74 | 8.17 | 4.38 | 2.11 | 1.85 | 2.06 | 1.14 |
Data as of 08/01/2025, AR inception is 09/24/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEIRX (FIDELITY ADVISOR EQUITY INCOME FUND CLASS T) |
-18.75%
Feb 2006 - Feb 2009 |
-8.78%
Feb 2004 - Feb 2009 |
-1.99%
Feb 1999 - Feb 2009 |
3.81%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEIRX (FIDELITY ADVISOR EQUITY INCOME FUND CLASS T) |
24.98%
Feb 2009 - Feb 2012 |
21.95%
Feb 2009 - Feb 2014 |
13.70%
Feb 2009 - Feb 2019 |
11.52%
Oct 1992 - Oct 2007 |
Annualized Rolling Returns Comparison Chart