Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVLZX (FIDELITY ADVISOR VALUE FUND CLASS Z) | 17.72% | 36.42% | 19.81% | 10.48% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVLZX (FIDELITY ADVISOR VALUE FUND CLASS Z) | 02/10/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | 36.42 | 19.81 | 10.48 | NA | NA | NA | … | … | 17.72 | 11.42 | 10.52 | 19.91 | -9.03 | 35.26 | 9.97 | 32.00 | -17.68 | 11.06 |
| Sharpe Ratio | NA | 2.01 | 0.91 | 0.39 | NA | NA | NA | … | … | 2.45 | 0.40 | 0.44 | 0.85 | -0.39 | 1.89 | 0.21 | 2.07 | -1.23 | 1.51 |
| Standard Deviation(%) | NA | 16.08 | 18.23 | 20.46 | NA | NA | NA | … | … | 17.08 | 21.25 | 15.55 | 19.40 | 26.84 | 18.65 | 45.69 | 14.76 | 15.52 | 7.85 |
| Draw Down(%) | NA | 9.92 | 24.31 | 24.31 | NA | NA | NA | … | … | 9.92 | 21.57 | 9.05 | 16.31 | 22.68 | 8.60 | 48.54 | 9.59 | 25.25 | 3.81 |
| Yield(%) | 0.00 | 9.14 | 8.72 | 5.82 | 6.07 | 4.04 | 3.03 | … | … | 0.00 | 8.81 | 12.55 | 1.39 | 0.70 | 6.26 | 0.82 | 4.37 | 10.96 | 3.92 |
Data as of 06/04/2026, Common starting date is 02/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVLZX (FIDELITY ADVISOR VALUE FUND CLASS Z) |
-9.04%
Mar 2017 – Mar 2020 |
6.25%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVLZX (FIDELITY ADVISOR VALUE FUND CLASS Z) |
29.71%
Mar 2020 – Mar 2023 |
21.96%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart