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FDASX: FIDELITY GLOBAL STRATEGIES FUND FIDELITY ADVISOR GLOBAL STRATEGIES FUND: CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | World Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/07/2007 |
| Last Dividend Date: | 04/26/2018 |
| 12-Mo. Yield | 17.22% |
| Expenses | 1.33% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/07/2007 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.4 | 2.4 | 4.4 | 4.2 | -7.4 | 19.0 | 5.7 | -0.8 | 2.7 | 8.6 | 12.2 | -5.5 | 14.6 | 28.6 | -28.6 | -0.9 |
| Sharpe Ratio | NA | 0.2 | 0.33 | 0.5 | 0.27 | 0.25 | -1.37 | 4.31 | 0.64 | -0.1 | 0.42 | 1.17 | 1.93 | -0.34 | 1.17 | 1.5 | -1.23 | -0.7 |
| Draw Down(%) | NA | 12.0 | 12.0 | 12.0 | 40.3 | 40.3 | 12.0 | 1.3 | 6.6 | 9.2 | 5.5 | 6.6 | 3.9 | 17.4 | 9.0 | 17.4 | 39.0 | 3.2 |
| Standard Deviation(%) | NA | 9.9 | 8.8 | 8.1 | 13.0 | 13.0 | 16.3 | 4.3 | 8.6 | 8.5 | 6.4 | 7.3 | 6.4 | 16.3 | 12.4 | 19.0 | 23.9 | 11.6 |
| Treynor Ratio | NA | 0.02 | 0.03 | 0.04 | 0.03 | 0.03 | -0.23 | 0.19 | 0.06 | -0.01 | 0.03 | 0.09 | 0.17 | -0.05 | 0.13 | 0.21 | -0.26 | -0.07 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.08 | 0.02 | 0.01 | 0.0 | 0.0 | -0.02 | 0.02 | -0.01 | 0.01 | 0.0 | -0.03 | -0.02 |
| Beta | NA | 1.01 | 0.99 | 0.97 | 1.09 | 1.09 | 0.99 | 0.95 | 0.98 | 1.01 | 0.9 | 0.94 | 0.71 | 1.06 | 1.11 | 1.33 | 1.13 | 1.12 |
| RSquared | NA | 0.4 | 0.71 | 0.77 | 0.89 | 0.89 | 0.34 | 0.76 | 0.93 | 0.94 | 0.91 | 0.92 | 0.87 | 0.9 | 0.94 | 0.94 | 0.94 | 0.89 |
| Yield(%) | N/A | 17.2 | 7.5 | 7.6 | 5.2 | N/A | 7.1 | 10.7 | 2.8 | 2.5 | 12.3 | 5.5 | 4.1 | 4.8 | 1.5 | 2.0 | 1.8 | 1.3 |
| Dividend Growth(%) | N/A | 594.8 | -0.1 | 203.1 | N/A | N/A | -27.6 | 303.1 | 6.0 | -81.5 | 128.2 | 41.6 | -21.2 | 244.4 | -3.6 | -21.1 | 40.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2007
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