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 |
---|---|---|---|---|---|---|---|---|
FVCSX (FIDELITY ADVISOR VALUE STRATEGIES CLASS C) | -12.50% | -20.90% | -4.65% | 8.53% | 3.59% | 6.09% | 5.66% | 5.97% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FVCSX (FIDELITY ADVISOR VALUE STRATEGIES CLASS C) | 09/06/2001 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 09/06/2001.
AR inception is since 09/06/2001.
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 5.77 | -20.90 | -4.65 | 8.53 | 3.59 | 6.09 | 5.66 | 5.97 | -12.50 | -6.69 | 16.03 | -10.21 | 20.55 | 7.10 | 33.09 | -17.58 | 17.94 | 10.17 | -3.59 | 5.34 | 29.06 | 25.72 | -10.27 | 25.20 | 57.59 | -51.65 | 4.12 | 14.92 | 1.50 | 13.63 | 59.11 | -26.71 | 6.83 |
Sharpe Ratio | NA | -1.05 | -0.39 | 0.29 | 0.08 | NA | NA | 0.19 | -1.24 | -0.62 | 0.64 | -0.46 | 1.02 | 0.15 | 2.40 | -1.23 | 2.11 | 0.61 | -0.22 | 0.45 | 2.40 | 1.64 | -0.36 | 1.10 | 1.44 | -1.07 | 0.06 | 1.02 | -0.05 | 0.69 | 2.68 | -0.95 | 0.66 |
Standard Deviation(%) | NA | 26.06 | 23.08 | 23.26 | 22.63 | NA | NA | 24.15 | 30.36 | 21.25 | 18.50 | 25.53 | 20.17 | 45.04 | 13.21 | 15.47 | 8.25 | 16.31 | 16.24 | 11.85 | 12.07 | 15.75 | 28.80 | 22.86 | 39.94 | 49.15 | 17.69 | 11.51 | 13.96 | 18.40 | 21.77 | 29.16 | 34.83 |
Draw Down(%) | NA | 37.07 | 37.07 | 37.07 | 48.07 | NA | NA | 70.38 | 23.37 | 21.29 | 15.71 | 21.88 | 8.64 | 48.07 | 7.84 | 26.05 | 3.60 | 15.83 | 15.40 | 10.55 | 5.90 | 11.14 | 30.06 | 20.07 | 34.80 | 64.32 | 15.78 | 11.08 | 14.02 | 19.20 | 18.25 | 41.49 | 22.71 |
Yield(%) | 0.00 | 0.00 | 0.09 | 0.33 | 4.55 | 5.19 | 5.41 | 5.92 | 0.00 | 0.00 | 0.16 | 0.13 | 0.47 | 0.35 | 6.91 | 12.85 | 10.26 | 23.54 | 0.41 | 0.20 | 0.07 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 17.59 | 13.47 | 21.36 | 0.50 | 0.00 | 0.27 | 0.74 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FVCSX (FIDELITY ADVISOR VALUE STRATEGIES CLASS C) |
-23.96%
Feb 2006 - Feb 2009 |
-13.00%
Feb 2004 - Feb 2009 |
3.25%
Dec 2001 - Dec 2011 |
3.55%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FVCSX (FIDELITY ADVISOR VALUE STRATEGIES CLASS C) |
36.21%
Feb 2009 - Feb 2012 |
29.15%
Feb 2009 - Feb 2014 |
16.34%
Feb 2009 - Feb 2019 |
14.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart