Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FVIFX (FIDELITY ADVISOR VALUE FUND CLASS I) | -6.28% | -13.53% | 3.27% | 15.02% | 6.48% | 9.18% | 7.44% | 7.95% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVIFX (FIDELITY ADVISOR VALUE FUND CLASS I) | 01/07/2004 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 01/07/2004.
AR inception is since 01/07/2004.
| 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 (%) | 0.71 | -13.53 | 3.27 | 15.02 | 6.48 | 9.18 | 7.44 | 7.95 | -6.28 | -0.72 | 19.68 | -9.15 | 30.00 | 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 | -0.83 | -0.05 | 0.52 | 0.21 | NA | NA | 0.29 | -0.70 | -0.38 | 0.80 | -0.39 | 1.56 | 0.21 | 2.05 | -1.23 | 1.84 | 0.97 | -0.45 | 1.01 | 3.05 | 1.49 | -0.25 | 0.97 | 1.11 | -1.03 | -0.06 | 1.06 | 1.03 | 1.48 |
| Standard Deviation(%) | NA | 23.93 | 22.65 | 23.12 | 22.70 | NA | NA | 22.96 | 28.24 | 19.15 | 19.40 | 26.85 | 19.20 | 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 | 31.94 | 31.94 | 31.94 | 48.52 | NA | NA | 66.86 | 21.57 | 18.20 | 16.36 | 22.76 | 10.13 | 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 | 0.95 | 1.01 | 1.68 | 2.89 | 4.02 | 3.75 | 4.24 | 0.00 | 1.02 | 1.26 | 0.58 | 1.27 | 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 |
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 |
15.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart