Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FINSX (FIDELITY ADVISOR NEW INSIGHTS FUND CLASS I) | 11.48% | 13.51% | 17.71% | 7.46% | 9.68% | 11.92% | 9.58% | 11.35% |
Data as of 07/03/2025, AR inception is 08/05/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINSX (FIDELITY ADVISOR NEW INSIGHTS FUND CLASS I) | 08/05/2003 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 13.51 | 17.71 | 7.46 | 9.68 | 11.92 | 9.58 | 11.35 | 11.48 | 28.28 | 28.35 | -35.01 | 10.72 | 14.57 | 29.44 | -4.38 | 28.40 | 6.58 | 2.56 | 9.39 | 32.73 | 16.11 | -0.73 | 16.34 | 29.37 | -37.76 | 20.57 | 11.40 | 19.43 | 19.27 | 21.21 |
| Sharpe Ratio | NA | 0.46 | 0.72 | 0.27 | 0.40 | NA | NA | 0.51 | 0.81 | 1.35 | 1.71 | -1.25 | 0.58 | 0.41 | 2.18 | -0.31 | 3.46 | 0.44 | 0.17 | 0.71 | 2.69 | 1.24 | -0.03 | 0.97 | 1.40 | -1.14 | 1.14 | 0.67 | 1.55 | 1.46 | 3.99 |
| Standard Deviation(%) | NA | 22.52 | 20.22 | 21.39 | 20.33 | NA | NA | 18.88 | 26.16 | 16.08 | 14.25 | 29.31 | 18.50 | 34.50 | 12.84 | 18.36 | 8.05 | 14.53 | 15.04 | 13.11 | 12.17 | 13.03 | 22.03 | 16.74 | 20.96 | 33.76 | 15.51 | 12.25 | 11.17 | 12.51 | 14.92 |
| Draw Down(%) | NA | 21.43 | 21.94 | 43.57 | 43.57 | NA | NA | 49.51 | 20.06 | 10.87 | 8.08 | 36.45 | 15.22 | 31.95 | 7.34 | 21.94 | 2.28 | 12.77 | 11.25 | 8.42 | 6.09 | 9.24 | 17.18 | 12.60 | 18.60 | 46.16 | 8.93 | 12.18 | 6.25 | 9.59 | 4.93 |
| Yield(%) | 0.00 | 1.28 | 0.99 | 0.82 | 4.35 | 7.48 | 6.48 | 9.44 | 1.23 | 0.05 | 0.53 | 1.75 | 0.00 | 0.01 | 7.93 | 11.51 | 9.11 | 5.34 | 4.50 | 7.94 | 15.48 | 0.76 | 0.17 | 0.48 | 0.41 | 0.63 | 2.66 | 0.99 | 0.00 | 0.08 | 0.41 |
Data as of 07/03/2025, AR inception is 08/05/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINSX (FIDELITY ADVISOR NEW INSIGHTS FUND CLASS I) |
-10.63%
Feb 2006 - Feb 2009 |
-0.12%
Feb 2004 - Feb 2009 |
6.75%
Jan 2006 - Jan 2016 |
5.54%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINSX (FIDELITY ADVISOR NEW INSIGHTS FUND CLASS I) |
23.39%
Feb 2009 - Feb 2012 |
22.32%
Feb 2009 - Feb 2014 |
15.80%
Feb 2009 - Feb 2019 |
12.60%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart