Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSOAX (FIDELITY ADVISOR VALUE STRATEGIES CLASS A) | 21.04% | 40.15% | 18.84% | 10.51% | 12.37% | 11.16% | 9.21% | … | … |
Data as of 06/03/2026, Common starting date is 12/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSOAX (FIDELITY ADVISOR VALUE STRATEGIES CLASS A) | 12/19/1996 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 40.15 | 18.84 | 10.51 | 12.37 | 11.16 | 9.21 | … | … | 21.04 | 8.02 | 8.95 | 20.24 | -7.61 | 32.95 | 7.95 | 34.16 | -17.02 | 18.87 | 11.01 | -2.88 | 6.18 | 30.02 | 26.63 | -9.58 | 26.24 | 58.67 | -51.24 | 4.93 | 15.82 | 2.33 | 14.56 | 60.34 | -26.13 | 12.39 | 9.98 | -7.65 | -2.00 | 10.84 | -6.98 |
| Sharpe Ratio | NA | 2.21 | 0.86 | 0.40 | 0.49 | NA | NA | … | … | 3.09 | 0.23 | 0.34 | 0.91 | -0.36 | 1.82 | 0.17 | 2.48 | -1.19 | 2.22 | 0.66 | -0.18 | 0.52 | 2.48 | 1.71 | -0.33 | 1.14 | 1.46 | -1.06 | 0.10 | 1.08 | 0.01 | 0.74 | 2.74 | -0.94 | 0.38 | 0.25 | -0.41 | -0.27 | 0.41 | -1.91 |
| Standard Deviation(%) | NA | 17.00 | 18.58 | 20.14 | 21.91 | NA | NA | … | … | 17.69 | 22.25 | 15.63 | 18.44 | 25.45 | 18.08 | 45.02 | 13.19 | 15.47 | 8.25 | 16.31 | 16.25 | 11.88 | 12.09 | 15.72 | 28.81 | 22.85 | 40.01 | 49.16 | 17.70 | 11.52 | 13.97 | 18.42 | 21.77 | 29.13 | 26.60 | 23.26 | 27.09 | 20.50 | 17.58 | 50.59 |
| Draw Down(%) | NA | 9.80 | 26.88 | 26.88 | 47.99 | NA | NA | … | … | 9.80 | 23.23 | 9.61 | 15.65 | 21.63 | 8.56 | 47.99 | 7.78 | 25.55 | 3.54 | 15.77 | 15.24 | 10.49 | 5.83 | 11.00 | 29.85 | 19.92 | 34.80 | 64.04 | 15.55 | 10.94 | 13.76 | 18.88 | 18.16 | 41.20 | 33.67 | 15.93 | 23.95 | 35.55 | 19.35 | 8.18 |
| Yield(%) | 0.00 | 11.08 | 9.74 | 7.24 | 8.75 | 8.88 | 7.34 | … | … | 0.00 | 10.37 | 12.68 | 3.42 | 2.18 | 10.80 | 0.88 | 7.07 | 11.90 | 9.76 | 22.02 | 1.05 | 0.86 | 0.80 | 0.33 | 0.47 | 0.28 | 0.00 | 0.45 | 17.28 | 13.58 | 20.60 | 0.48 | 0.00 | 0.27 | 1.19 | 5.34 | 0.00 | 0.00 | 0.00 | 1.51 |
Data as of 06/03/2026, Common starting date is 12/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSOAX (FIDELITY ADVISOR VALUE STRATEGIES CLASS A) |
-23.35%
Feb 2006 – Feb 2009 |
-12.29%
Feb 2004 – Feb 2009 |
-1.98%
Feb 1999 – Feb 2009 |
3.72%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSOAX (FIDELITY ADVISOR VALUE STRATEGIES CLASS A) |
37.22%
Feb 2009 – Feb 2012 |
30.12%
Feb 2009 – Feb 2014 |
17.21%
Feb 2009 – Feb 2019 |
15.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart