Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FVIFX (FIDELITY ADVISOR VALUE FUND CLASS I) | 1.88% | 9.92% | 12.25% | 18.30% | 9.06% | 11.94% | 8.42% | 9.13% |
Data as of 07/01/2025, AR inception is 01/07/2004
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FVIFX (FIDELITY ADVISOR VALUE FUND CLASS I) | 01/07/2004 | 07/01/2025 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 2.79 | 9.92 | 12.25 | 18.30 | 9.06 | 11.94 | 8.42 | 9.13 | 1.88 | 10.37 | 19.68 | -9.15 | 35.08 | 9.87 | 31.79 | -17.76 | 15.32 | 15.93 | -6.52 | 11.55 | 36.72 | 21.40 | -6.82 | 22.03 | 43.23 | -46.37 | 1.96 | 14.65 | 13.43 | 18.72 |
Sharpe Ratio | NA | 0.19 | 0.35 | 0.78 | 0.32 | NA | NA | 0.34 | -0.13 | 0.43 | 0.83 | -0.40 | 1.88 | 0.21 | 2.05 | -1.24 | 1.84 | 0.97 | -0.45 | 1.01 | 3.05 | 1.49 | -0.25 | 0.97 | 1.11 | -1.03 | -0.07 | 1.05 | 1.02 | 1.48 |
Standard Deviation(%) | NA | 21.71 | 20.87 | 21.36 | 22.47 | NA | NA | 22.78 | 25.96 | 15.57 | 19.40 | 26.85 | 18.64 | 45.75 | 14.79 | 15.51 | 8.02 | 16.23 | 14.67 | 11.41 | 12.01 | 14.46 | 27.78 | 22.62 | 38.97 | 45.67 | 16.37 | 10.78 | 10.96 | 12.23 |
Draw Down(%) | NA | 24.33 | 24.33 | 24.33 | 48.52 | NA | NA | 66.86 | 21.57 | 9.06 | 16.36 | 22.76 | 8.60 | 48.52 | 9.63 | 25.33 | 3.82 | 13.46 | 15.05 | 9.93 | 5.62 | 12.09 | 27.66 | 19.81 | 35.01 | 58.84 | 13.34 | 9.53 | 7.15 | 8.13 |
Yield(%) | 0.00 | 12.20 | 5.80 | 7.26 | 5.26 | 8.09 | 5.68 | 6.72 | 0.00 | 12.51 | 1.26 | 0.58 | 6.12 | 0.75 | 4.21 | 10.81 | 3.85 | 1.05 | 2.44 | 0.66 | 0.89 | 1.21 | 0.26 | 0.98 | 0.85 | 0.30 | 6.82 | 3.37 | 2.15 | 0.24 |
Data as of 07/01/2025, AR inception is 01/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FVIFX (FIDELITY ADVISOR VALUE FUND CLASS I) |
-22.38%
Feb 2006 - Feb 2009 |
-8.76%
Feb 2004 - Feb 2009 |
4.65%
Jan 2006 - Jan 2016 |
4.05%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FVIFX (FIDELITY ADVISOR VALUE FUND CLASS I) |
32.53%
Feb 2009 - Feb 2012 |
28.94%
Feb 2009 - Feb 2014 |
16.56%
Feb 2009 - Feb 2019 |
15.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart