Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FNIAX (FIDELITY ADVISOR NEW INSIGHTS FUND CLASS A) | 11.32% | 18.79% | 26.48% | 16.81% | 14.27% | 14.92% | 11.71% | 13.37% |
Data as of 07/03/2025, AR inception is 08/05/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNIAX (FIDELITY ADVISOR NEW INSIGHTS FUND CLASS A) | 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 | 18.79 | 26.48 | 16.81 | 14.27 | 14.92 | 11.71 | 13.37 | 11.32 | 34.94 | 35.97 | -26.57 | 24.37 | 23.62 | 29.17 | -4.67 | 28.07 | 6.30 | 2.34 | 9.09 | 32.36 | 15.84 | -1.04 | 16.16 | 29.12 | -37.92 | 20.26 | 11.06 | 19.01 | 18.76 | 21.14 |
| Sharpe Ratio | NA | 0.54 | 1.20 | 0.73 | 0.62 | NA | NA | 0.62 | 0.40 | 2.02 | 2.42 | -1.04 | 1.51 | 0.69 | 2.16 | -0.33 | 3.42 | 0.42 | 0.15 | 0.69 | 2.66 | 1.22 | -0.05 | 0.96 | 1.38 | -1.15 | 1.11 | 0.63 | 1.50 | 1.42 | 3.97 |
| Standard Deviation(%) | NA | 22.05 | 18.80 | 19.93 | 19.55 | NA | NA | 18.50 | 26.94 | 15.50 | 13.48 | 26.90 | 16.10 | 33.72 | 12.83 | 18.35 | 8.06 | 14.56 | 15.06 | 13.12 | 12.14 | 13.03 | 22.05 | 16.75 | 21.00 | 33.71 | 15.50 | 12.18 | 11.20 | 12.54 | 14.91 |
| Draw Down(%) | NA | 20.06 | 20.06 | 31.99 | 31.99 | NA | NA | 49.69 | 20.06 | 10.89 | 7.19 | 30.42 | 8.12 | 31.95 | 7.41 | 22.00 | 2.26 | 12.81 | 11.29 | 8.43 | 6.10 | 9.27 | 17.19 | 12.55 | 18.65 | 46.24 | 8.92 | 12.17 | 6.28 | 9.76 | 4.94 |
| Yield(%) | 0.00 | 6.78 | 9.51 | 10.17 | 10.07 | 13.88 | 11.67 | 16.87 | 1.29 | 7.53 | 7.91 | 10.83 | 14.06 | 9.16 | 7.83 | 11.52 | 8.95 | 5.15 | 4.32 | 7.77 | 15.67 | 0.47 | 0.17 | 0.33 | 0.07 | 0.54 | 2.42 | 0.69 | 0.00 | 0.08 | 0.34 |
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 |
|---|---|---|---|---|
| FNIAX (FIDELITY ADVISOR NEW INSIGHTS FUND CLASS A) |
-10.86%
Feb 2006 - Feb 2009 |
-0.42%
Feb 2004 - Feb 2009 |
6.49%
Jan 2006 - Jan 2016 |
7.41%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNIAX (FIDELITY ADVISOR NEW INSIGHTS FUND CLASS A) |
26.95%
Jun 2022 - Jun 2025 |
22.02%
Feb 2009 - Feb 2014 |
16.00%
Dec 2011 - Dec 2021 |
15.25%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart