Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FGIOX (FIDELITY ADVISOR GROWTH & INCOME FUND CLASS I) | -0.75% | 3.79% | 13.75% | 14.97% | 10.87% | 12.64% | 9.33% | 8.69% |
Data as of 07/23/2025, AR inception is 03/13/1997
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FGIOX (FIDELITY ADVISOR GROWTH & INCOME FUND CLASS I) | 03/13/1997 | 07/23/2025 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 3.79 | 13.75 | 14.97 | 10.87 | 12.64 | 9.33 | 8.69 | -0.75 | 21.42 | 18.29 | -4.76 | 25.70 | 7.53 | 30.50 | -8.58 | 16.85 | 15.96 | -2.52 | 10.16 | 33.51 | 18.49 | 1.59 | 14.85 | 26.88 | -41.33 | 11.72 | 13.05 | 7.65 | 5.67 | 22.90 | -18.49 | -8.37 | -12.46 | 25.80 | 30.84 | 24.13 |
Sharpe Ratio | NA | 0.08 | 0.89 | 0.87 | 0.53 | NA | NA | 0.37 | -0.46 | 1.61 | 1.21 | -0.30 | 1.79 | 0.21 | 2.33 | -0.62 | 2.10 | 1.02 | -0.16 | 0.93 | 3.17 | 1.46 | 0.07 | 0.75 | 0.94 | -1.05 | 0.56 | 0.92 | 0.51 | 0.46 | 1.40 | -0.91 | -0.51 | -0.71 | 1.30 | 1.35 | 1.54 |
Standard Deviation(%) | NA | 11.28 | 13.18 | 14.95 | 17.53 | NA | NA | 18.95 | 9.73 | 11.03 | 12.20 | 21.02 | 14.31 | 35.02 | 12.48 | 16.07 | 7.74 | 15.43 | 15.76 | 10.95 | 10.57 | 12.75 | 23.34 | 19.77 | 28.61 | 40.24 | 15.48 | 10.49 | 10.51 | 10.09 | 15.89 | 21.61 | 21.55 | 23.43 | 17.27 | 20.23 | 17.61 |
Draw Down(%) | NA | 8.02 | 14.15 | 18.86 | 35.94 | NA | NA | 56.49 | 8.02 | 7.00 | 9.60 | 18.86 | 6.47 | 35.94 | 7.57 | 20.98 | 3.97 | 13.16 | 13.87 | 7.64 | 5.03 | 10.50 | 19.26 | 17.60 | 25.90 | 50.92 | 8.82 | 9.00 | 6.09 | 8.29 | 12.28 | 27.64 | 27.47 | 21.80 | 12.24 | 21.51 | 9.72 |
Yield(%) | 0.00 | 7.21 | 5.00 | 6.14 | 6.82 | 9.93 | 7.29 | 8.78 | 1.79 | 6.98 | 3.19 | 1.70 | 5.07 | 5.12 | 8.77 | 11.68 | 9.87 | 4.07 | 7.65 | 8.82 | 0.54 | 2.59 | 1.61 | 0.60 | 0.91 | 1.07 | 6.63 | 2.55 | 0.81 | 1.44 | 0.88 | 1.00 | 0.17 | 0.00 | 0.31 | 0.79 | 2.42 |
Data as of 07/23/2025, AR inception is 03/13/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FGIOX (FIDELITY ADVISOR GROWTH & INCOME FUND CLASS I) |
-15.53%
Feb 2006 - Feb 2009 |
-7.07%
Feb 2004 - Feb 2009 |
-3.44%
Feb 1999 - Feb 2009 |
3.43%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FGIOX (FIDELITY ADVISOR GROWTH & INCOME FUND CLASS I) |
25.64%
Apr 1997 - Apr 2000 |
22.63%
Feb 2009 - Feb 2014 |
15.35%
Feb 2009 - Feb 2019 |
14.66%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart