Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FLVIX (FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS I) | NA | 22.17% | -0.77% | 7.31% | 7.00% | 9.54% | 8.14% | 10.92% |
Data as of 12/16/2024, AR inception is 01/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLVIX (FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS I) | 01/16/2001 | 12/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.17 | -0.77 | 7.31 | 7.00 | 9.54 | 8.14 | 10.92 | 26.07 | 11.96 | -31.12 | 14.76 | 25.40 | 29.87 | -15.83 | 17.70 | 9.32 | -5.52 | 5.64 | 36.81 | 29.68 | -10.44 | 24.71 | 60.17 | -53.67 | 19.70 | 16.97 | 17.64 | 23.83 | 91.94 | -1.47 | -2.59 |
| Sharpe Ratio | NA | 0.91 | -0.21 | 0.18 | 0.24 | NA | NA | 0.38 | 1.17 | 0.43 | -1.12 | 0.75 | 0.58 | 1.69 | -0.85 | 1.74 | 0.49 | -0.33 | 0.42 | 2.84 | 1.84 | -0.33 | 1.01 | 1.57 | -1.07 | 0.91 | 0.97 | 1.05 | 1.40 | 5.00 | -0.10 | -0.25 |
| Standard Deviation(%) | NA | 17.51 | 22.36 | 27.26 | 22.64 | NA | NA | 24.09 | 17.49 | 18.01 | 29.15 | 19.65 | 43.06 | 16.85 | 20.15 | 9.85 | 18.43 | 16.59 | 13.26 | 12.95 | 16.21 | 31.33 | 24.41 | 38.29 | 50.96 | 18.41 | 14.14 | 14.78 | 16.38 | 18.25 | 27.07 | 20.13 |
| Draw Down(%) | NA | 12.54 | 34.35 | 45.51 | 45.51 | NA | NA | 68.95 | 12.54 | 18.77 | 34.15 | 11.44 | 45.51 | 13.22 | 26.19 | 4.86 | 17.09 | 16.48 | 13.45 | 5.23 | 12.63 | 33.36 | 20.83 | 33.28 | 67.78 | 14.91 | 14.09 | 10.37 | 12.07 | 15.85 | 32.61 | 26.29 |
| Yield(%) | 0.00 | 16.26 | 4.56 | 3.99 | 6.90 | 9.20 | 8.26 | 16.09 | 16.76 | 0.57 | 0.35 | 0.26 | 0.00 | 5.94 | 11.43 | 26.13 | 16.12 | 0.73 | 0.85 | 0.69 | 0.26 | 0.99 | 0.51 | 0.87 | 1.17 | 3.02 | 1.01 | 0.86 | 2.50 | 3.87 | 0.00 | 0.00 |
Data as of 12/16/2024, AR inception is 01/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLVIX (FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS I) |
-20.03%
Feb 2006 - Feb 2009 |
-5.99%
Feb 2004 - Feb 2009 |
3.82%
Oct 2013 - Oct 2023 |
4.53%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLVIX (FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS I) |
53.51%
Jul 2002 - Jul 2005 |
38.77%
Jul 2002 - Jul 2007 |
17.58%
Sep 2002 - Sep 2012 |
15.93%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart