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FGITX: FIDELITY ADVISOR GROWTH & INCOME FUND CLASS T (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 03/13/1997 |
| Last Dividend Date: | 03/25/2025 |
| 12-Mo. Yield | 6.81% |
| Expenses | 1.15% |
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Performance Analytics (As of 09/23/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/13/1997 |
2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.4 | 15.9 | 13.7 | 10.8 | 11.5 | 8.3 | 7.7 | -0.9 | 20.8 | 17.7 | -5.5 | 22.2 | 3.6 | 29.9 | -9.1 | 16.2 | 15.4 | -3.0 | 9.6 | 32.7 | 17.8 | 1.1 | 14.1 | 26.1 | -41.6 | 11.1 | 12.4 | 7.0 | 5.2 | 22.2 | -19.1 | -8.9 | -13.0 | 25.1 | 30.1 | 23.7 |
| Sharpe Ratio | NA | -0.3 | 1.02 | 0.78 | 0.54 | NA | NA | 0.33 | -0.5 | 1.57 | 1.16 | -0.33 | 1.52 | 0.1 | 2.28 | -0.65 | 2.03 | 0.98 | -0.19 | 0.87 | 3.09 | 1.41 | 0.04 | 0.71 | 0.91 | -1.06 | 0.52 | 0.87 | 0.45 | 0.42 | 1.35 | -0.94 | -0.53 | -0.73 | 1.26 | 1.32 | 1.74 |
| Draw Down(%) | NA | 8.1 | 9.7 | 19.2 | 36.0 | NA | NA | 56.8 | 8.1 | 7.0 | 9.7 | 19.2 | 6.5 | 36.0 | 7.6 | 21.1 | 4.0 | 13.2 | 14.0 | 7.7 | 5.1 | 10.6 | 19.5 | 17.7 | 26.0 | 51.2 | 8.8 | 9.1 | 6.1 | 8.5 | 12.3 | 27.9 | 27.7 | 22.1 | 12.3 | 21.6 | 6.8 |
| Standard Deviation(%) | NA | 9.1 | 12.2 | 14.8 | 17.3 | NA | NA | 18.9 | 8.4 | 11.0 | 12.2 | 21.0 | 14.6 | 35.2 | 12.4 | 16.1 | 7.7 | 15.4 | 15.8 | 11.0 | 10.6 | 12.8 | 23.4 | 19.8 | 28.7 | 40.2 | 15.5 | 10.4 | 10.5 | 10.1 | 15.9 | 21.6 | 21.6 | 23.5 | 17.3 | 20.2 | 15.3 |
| Treynor Ratio | NA | -0.11 | 0.22 | 0.17 | 0.11 | NA | NA | 0.07 | -0.24 | 0.22 | 0.17 | -0.09 | 0.25 | 0.03 | 0.3 | -0.11 | 0.15 | 0.13 | -0.03 | 0.1 | 0.35 | 0.18 | 0.01 | 0.13 | 0.25 | -0.43 | 0.08 | 0.09 | 0.05 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | 0.0 | 0.01 | -0.01 | NA | NA | 0.0 | -0.03 | 0.0 | -0.02 | 0.05 | 0.0 | -0.06 | 0.0 | -0.02 | -0.02 | 0.01 | -0.02 | -0.01 | 0.01 | 0.01 | 0.0 | -0.01 | -0.01 | -0.03 | 0.02 | -0.01 | 0.0 | -0.01 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.25 | 0.58 | 0.7 | 0.85 | NA | NA | 0.93 | 0.18 | 0.8 | 0.83 | 0.8 | 0.9 | 0.98 | 0.94 | 0.91 | 1.06 | 1.13 | 1.0 | 0.93 | 0.94 | 0.98 | 0.98 | 1.09 | 1.05 | 0.98 | 0.97 | 1.01 | 0.95 | 0.86 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.27 | 0.61 | 0.68 | 0.82 | NA | NA | 0.67 | 0.19 | 0.86 | 0.82 | 0.9 | 0.67 | 0.92 | 0.89 | 0.94 | 0.85 | 0.93 | 0.97 | 0.94 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.86 | 0.83 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 6.8 | 4.8 | 4.3 | 6.3 | 8.2 | 6.0 | N/A | 1.7 | 6.6 | 2.7 | 1.0 | 1.7 | 1.5 | 8.3 | 11.4 | 9.4 | 3.6 | 7.2 | 8.3 | 0.8 | 2.0 | 1.0 | 0.0 | 0.2 | 0.5 | 6.0 | 1.9 | 0.1 | 0.8 | 0.2 | 0.3 | 0.0 | 0.0 | 0.1 | 0.2 | 2.0 |
| Dividend Growth(%) | N/A | 244.4 | 42.7 | -50.3 | 236.0 | N/A | N/A | N/A | -70.3 | 180.0 | 159.1 | -28.1 | 9.6 | -77.8 | -42.6 | 28.6 | 198.8 | -55.2 | -12.4 | 1217.7 | -52.9 | 102.3 | N/A | -100.0 | -74.5 | -91.0 | 241.4 | 1929.4 | -86.4 | 316.7 | -40.0 | N/A | N/A | -100.0 | -66.7 | -85.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/13/1997
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