Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FVLIX (FIDELITY ADVISOR VALUE LEADERS FUND CLASS I) | 1.58% | -7.41% | 2.03% | 6.87% | 3.88% | 7.03% | 4.48% | 4.76% |
Data as of 07/11/2025, AR inception is 01/09/2003
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FVLIX (FIDELITY ADVISOR VALUE LEADERS FUND CLASS I) | 01/09/2003 | 07/11/2025 |
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 (%) | 0.15 | -7.41 | 2.03 | 6.87 | 3.88 | 7.03 | 4.48 | 4.76 | 1.58 | -4.52 | 2.91 | 0.14 | 16.40 | -5.26 | 21.65 | -9.02 | 14.72 | 10.55 | -1.90 | 12.90 | 35.01 | 14.05 | -7.66 | 9.85 | 27.64 | -45.08 | 4.34 | 15.30 | 10.10 | 14.46 | -2.18 |
Sharpe Ratio | NA | -0.62 | -0.09 | 0.32 | 0.14 | NA | NA | 0.17 | 0.00 | -0.78 | -0.11 | -0.07 | 1.14 | -0.14 | 1.90 | -0.72 | 1.89 | 0.68 | -0.13 | 1.19 | 3.08 | 1.03 | -0.29 | 0.45 | 0.80 | -0.96 | 0.08 | 1.08 | 0.72 | 1.15 | -0.18 |
Standard Deviation(%) | NA | 17.14 | 14.69 | 15.12 | 18.03 | NA | NA | 20.35 | 16.24 | 14.32 | 12.66 | 17.50 | 14.40 | 38.67 | 10.66 | 14.36 | 7.48 | 15.17 | 14.31 | 10.82 | 11.36 | 13.76 | 26.12 | 21.54 | 34.57 | 47.56 | 17.00 | 11.18 | 11.08 | 11.72 | 16.54 |
Draw Down(%) | NA | 22.22 | 22.22 | 22.22 | 41.98 | NA | NA | 63.98 | 9.76 | 17.37 | 9.51 | 14.39 | 10.42 | 41.98 | 6.39 | 18.93 | 4.90 | 11.25 | 12.33 | 7.44 | 4.93 | 13.50 | 26.90 | 18.96 | 31.62 | 56.52 | 11.95 | 10.53 | 8.11 | 7.78 | 17.19 |
Yield(%) | 0.00 | 1.50 | 1.42 | 1.61 | 2.21 | 3.12 | 2.62 | 2.76 | 0.00 | 1.56 | 1.64 | 0.80 | 1.20 | 0.90 | 2.16 | 7.72 | 1.05 | 0.77 | 1.98 | 1.22 | 0.00 | 2.41 | 1.48 | 1.40 | 1.44 | 1.35 | 5.88 | 5.90 | 3.18 | 0.45 | 0.00 |
Data as of 07/11/2025, AR inception is 01/09/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FVLIX (FIDELITY ADVISOR VALUE LEADERS FUND CLASS I) |
-20.83%
Feb 2006 - Feb 2009 |
-8.92%
Feb 2004 - Feb 2009 |
2.63%
Feb 2003 - Feb 2013 |
3.04%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FVLIX (FIDELITY ADVISOR VALUE LEADERS FUND CLASS I) |
21.89%
Feb 2009 - Feb 2012 |
20.37%
Feb 2009 - Feb 2014 |
13.37%
Feb 2009 - Feb 2019 |
10.71%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart