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FTQIX: Fidelity Advisor Strategic Growth I (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/21/2000 |
Last Dividend Date: | 12/27/2012 |
12-Mo. Yield | 0.57% |
Expenses | 1.00% |
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Performance Analytics (As of 06/24/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/21/2000 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -15.6 | 2.5 | 11.4 | 3.8 | 5.6 | 0.3 | -5.5 | 18.4 | 0.0 | 20.5 | 44.4 | -43.9 | 23.0 | 0.8 | 7.9 | 2.7 | 28.5 | -40.5 | -13.3 | 5.0 |
Sharpe Ratio | NA | 0.11 | 0.5 | 0.13 | 0.19 | -0.04 | -0.44 | 1.32 | 0.0 | 1.03 | 1.65 | -1.11 | 1.13 | -0.19 | 0.49 | 0.13 | 1.53 | -1.32 | -0.78 | NA |
Draw Down(%) | NA | 17.8 | 19.7 | 49.1 | 56.0 | 58.4 | 17.8 | 10.9 | 19.7 | 16.3 | 21.3 | 53.4 | 10.7 | 15.5 | 7.3 | 13.6 | 12.5 | 48.5 | 28.2 | NA |
Standard Deviation(%) | NA | 22.4 | 22.5 | 28.2 | 23.2 | 22.9 | 25.7 | 14.0 | 26.0 | 19.7 | 26.8 | 40.1 | 17.8 | 13.2 | 11.7 | 13.3 | 18.1 | 31.5 | 20.4 | NA |
Treynor Ratio | NA | 0.02 | 0.11 | 0.04 | 0.04 | -0.01 | -0.1 | 0.2 | 0.0 | 0.2 | 0.41 | -0.42 | 0.19 | -0.03 | 0.07 | 0.02 | 0.31 | -0.44 | -0.34 | NA |
Alpha | NA | -0.07 | -0.03 | -0.04 | -0.03 | -0.01 | -0.11 | 0.0 | 0.0 | 0.03 | 0.02 | -0.03 | 0.04 | 0.0 | -0.01 | -0.01 | 0.02 | -0.04 | 0.01 | NA |
Beta | NA | 1.05 | 0.99 | 1.04 | 1.02 | 0.9 | 1.11 | 0.94 | 0.97 | 1.01 | 1.08 | 1.06 | 1.04 | 0.94 | 0.88 | 0.87 | 0.9 | 0.95 | 0.47 | NA |
RSquared | NA | 0.44 | 0.77 | 0.88 | 0.86 | 0.85 | 0.37 | 0.96 | 0.98 | 0.97 | 0.97 | 0.97 | 0.93 | 0.85 | 0.78 | 0.9 | 0.91 | 0.91 | 0.67 | NA |
Yield(%) | N/A | 0.6 | 0.3 | 0.1 | 0.1 | N/A | 0.0 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.8 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2000
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