Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/19/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FABLX (FIDELITY ADVISOR BALANCED FUND CLASS A) | NA | 15.40% | 3.96% | 7.32% | 7.54% | 8.76% | 7.06% | 6.62% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FABLX (FIDELITY ADVISOR BALANCED FUND CLASS A) | 09/19/1996 | 12/19/2024 |
The return data shown below all have the same latest date: 12/19/2024.
AR inception is since 09/19/1996.
AR inception is since 09/19/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.40 | 3.96 | 7.32 | 7.54 | 8.76 | 7.06 | 6.62 | 15.12 | 21.12 | -21.98 | 10.46 | 17.88 | 23.76 | -4.42 | 15.77 | 6.93 | 0.03 | 9.75 | 20.23 | 12.38 | 1.36 | 12.79 | 27.23 | -31.85 | 8.57 | 11.51 | 5.28 | 5.19 | 17.88 | -9.23 | -1.74 | -5.34 | 4.43 | 15.71 | 14.28 | 7.01 |
| Sharpe Ratio | NA | 1.10 | -0.03 | 0.31 | 0.46 | NA | NA | 0.39 | 1.10 | 1.85 | -1.22 | 0.86 | 0.74 | 2.59 | -0.51 | 3.12 | 0.72 | 0.00 | 1.15 | 2.49 | 1.49 | 0.10 | 1.12 | 1.51 | -1.23 | 0.50 | 0.96 | 0.43 | 0.67 | 1.80 | -0.80 | -0.33 | -0.68 | 0.11 | 0.98 | 0.83 | 3.17 |
| Standard Deviation(%) | NA | 8.02 | 13.18 | 15.71 | 12.83 | NA | NA | 12.73 | 8.06 | 9.21 | 19.14 | 12.07 | 23.87 | 8.62 | 11.30 | 4.88 | 9.30 | 10.05 | 8.43 | 8.10 | 8.32 | 14.04 | 11.33 | 17.94 | 26.53 | 11.23 | 8.59 | 7.26 | 6.37 | 9.55 | 12.88 | 12.62 | 13.94 | 11.14 | 12.61 | 12.94 | 7.51 |
| Draw Down(%) | NA | 5.35 | 26.40 | 28.79 | 28.79 | NA | NA | 44.35 | 5.35 | 7.61 | 26.32 | 8.29 | 26.38 | 4.63 | 14.68 | 1.67 | 8.68 | 9.19 | 5.26 | 5.23 | 6.61 | 12.11 | 9.21 | 17.43 | 40.62 | 7.22 | 7.75 | 4.48 | 5.55 | 6.70 | 17.39 | 15.68 | 10.89 | 9.70 | 13.79 | 8.74 | 4.33 |
| Yield(%) | 0.00 | 4.70 | 2.09 | 1.92 | 3.51 | 4.88 | 4.50 | 4.90 | 4.30 | 1.68 | 0.84 | 0.55 | 1.10 | 3.43 | 6.84 | 6.68 | 1.75 | 4.91 | 7.65 | 5.74 | 1.52 | 1.56 | 1.33 | 2.34 | 2.07 | 10.03 | 7.79 | 7.72 | 2.48 | 2.44 | 2.00 | 2.77 | 5.79 | 6.66 | 12.50 | 3.20 | 1.74 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FABLX (FIDELITY ADVISOR BALANCED FUND CLASS A) |
-10.53%
Feb 2006 - Feb 2009 |
-4.30%
Feb 2004 - Feb 2009 |
-1.54%
Feb 1999 - Feb 2009 |
3.40%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FABLX (FIDELITY ADVISOR BALANCED FUND CLASS A) |
20.29%
Feb 2009 - Feb 2012 |
17.50%
Feb 2009 - Feb 2014 |
11.99%
Feb 2009 - Feb 2019 |
10.61%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart