Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FOBTX (Fidelity Advisor 130/30 Large Cap B) | NA | 31.80% | 12.26% | -3.17% | NA | NA | NA | -2.95% |
Data as of 06/24/2013, AR inception is 04/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOBTX (Fidelity Advisor 130/30 Large Cap B) | 04/08/2008 | 06/24/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.85 | 31.80 | 12.26 | -3.17 | NA | NA | NA | -2.95 | 15.34 | 12.76 | -4.62 | 8.50 | 2.65 | -37.67 |
| Sharpe Ratio | NA | 2.14 | 0.59 | -0.12 | NA | NA | NA | -0.11 | 2.40 | 0.90 | -0.17 | 0.38 | 0.11 | -1.12 |
| Standard Deviation(%) | NA | 14.03 | 20.65 | 26.66 | NA | NA | NA | 26.06 | 14.54 | 14.18 | 27.81 | 22.37 | 24.00 | 42.81 |
| Draw Down(%) | NA | 6.32 | 25.71 | 53.33 | NA | NA | NA | 55.17 | 4.53 | 12.82 | 25.71 | 18.36 | 26.76 | 51.05 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/24/2013, AR inception is 04/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOBTX (Fidelity Advisor 130/30 Large Cap B) |
-10.89%
Aug 2008 - Aug 2011 |
-3.44%
May 2008 - May 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOBTX (Fidelity Advisor 130/30 Large Cap B) |
12.67%
May 2010 - May 2013 |
-3.44%
May 2008 - May 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart