Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FANAX (FIDELITY ADVISOR ENERGY FUND CLASS A) | -5.92% | -16.80% | 5.68% | 23.87% | 2.68% | 3.46% | 4.98% | 5.15% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FANAX (FIDELITY ADVISOR ENERGY FUND CLASS A) | 12/05/1996 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/05/1996.
AR inception is since 12/05/1996.
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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 4.64 | -16.80 | 5.68 | 23.87 | 2.68 | 3.46 | 4.98 | 5.15 | -5.92 | 3.88 | 1.02 | 61.87 | 54.45 | -32.76 | 9.77 | -25.13 | -2.86 | 32.90 | -20.66 | -12.74 | 23.87 | 4.45 | -5.05 | 18.87 | 46.68 | -53.74 | 45.03 | 16.09 | 45.77 | 23.83 | 29.90 | -10.73 | -10.74 | 26.03 | 34.62 | -19.69 | -15.92 | -6.26 |
Sharpe Ratio | NA | -0.87 | 0.05 | 0.68 | 0.03 | NA | NA | 0.11 | -0.54 | -0.15 | -0.13 | 1.61 | 1.78 | -0.55 | 0.37 | -1.04 | -0.19 | 1.08 | -0.78 | -0.62 | 1.53 | 0.22 | -0.14 | 0.71 | 1.03 | -0.76 | 1.76 | 0.49 | 1.85 | 1.35 | 1.93 | -0.46 | -0.60 | 0.87 | 1.27 | -1.03 | -0.98 | -2.07 |
Standard Deviation(%) | NA | 26.73 | 29.07 | 32.10 | 32.22 | NA | NA | 30.56 | 37.87 | 18.71 | 24.81 | 37.88 | 30.63 | 60.24 | 22.81 | 25.42 | 18.36 | 30.37 | 26.39 | 20.70 | 15.56 | 20.43 | 35.26 | 26.42 | 45.30 | 71.87 | 24.01 | 26.36 | 23.58 | 17.00 | 15.11 | 25.89 | 21.97 | 25.11 | 24.72 | 22.33 | 19.82 | 31.52 |
Draw Down(%) | NA | 24.63 | 27.96 | 36.36 | 72.31 | NA | NA | 76.41 | 21.55 | 16.91 | 17.61 | 27.96 | 18.59 | 62.62 | 22.36 | 38.26 | 24.35 | 15.81 | 29.60 | 31.57 | 7.63 | 23.39 | 34.41 | 22.90 | 26.45 | 69.10 | 12.75 | 21.83 | 14.49 | 7.91 | 9.04 | 28.27 | 27.79 | 12.01 | 15.77 | 33.96 | 26.70 | 10.44 |
Yield(%) | 0.00 | 0.83 | 1.99 | 4.28 | 1.30 | 1.96 | 4.61 | 4.90 | 0.00 | 0.97 | 2.13 | 3.21 | 3.22 | 2.12 | 1.68 | 0.66 | 1.32 | 0.28 | 0.58 | 5.25 | 5.83 | 0.45 | 0.57 | 0.34 | 0.00 | 12.76 | 9.14 | 15.64 | 21.96 | 1.96 | 0.48 | 1.08 | 6.77 | 0.88 | 0.48 | 0.24 | 0.00 | 0.53 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FANAX (FIDELITY ADVISOR ENERGY FUND CLASS A) |
-25.88%
Mar 2017 - Mar 2020 |
-16.87%
Mar 2015 - Mar 2020 |
-6.52%
Mar 2010 - Mar 2020 |
-3.05%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FANAX (FIDELITY ADVISOR ENERGY FUND CLASS A) |
53.02%
Sep 2020 - Sep 2023 |
33.19%
Jun 2003 - Jun 2008 |
18.42%
Aug 1998 - Aug 2008 |
12.49%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart