It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FLSCX: FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS C (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 01/17/2001 |
| Last Dividend Date: | 10/22/2024 |
| 12-Mo. Yield | 20.63% |
| Expenses | 0.66% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/19/2024)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 18.4 | -2.9 | 3.9 | 4.3 | 7.8 | 6.5 | 8.9 | 24.9 | 6.5 | -33.9 | 11.3 | 23.3 | 28.5 | -16.7 | 16.5 | 8.2 | -6.5 | 4.6 | 35.4 | 28.4 | -11.3 | 23.6 | 58.5 | -54.1 | 18.5 | 15.8 | 16.4 | 22.5 | 90.1 | -2.5 | -4.0 |
| Sharpe Ratio | NA | 0.66 | -0.3 | 0.05 | 0.12 | NA | NA | 0.32 | 1.1 | 0.12 | -1.18 | 0.56 | 0.53 | 1.61 | -0.9 | 1.62 | 0.44 | -0.39 | 0.34 | 2.73 | 1.76 | -0.36 | 0.96 | 1.53 | -1.08 | 0.85 | 0.89 | 0.96 | 1.32 | 4.91 | -0.13 | -0.33 |
| Draw Down(%) | NA | 12.6 | 37.3 | 45.6 | 45.6 | NA | NA | 69.2 | 12.6 | 21.1 | 36.4 | 13.5 | 45.6 | 13.5 | 26.9 | 4.9 | 17.2 | 16.7 | 13.5 | 5.3 | 12.8 | 33.6 | 20.9 | 33.4 | 67.9 | 15.0 | 14.2 | 10.5 | 12.5 | 16.0 | 33.0 | 26.8 |
| Standard Deviation(%) | NA | 17.7 | 23.0 | 27.8 | 22.9 | NA | NA | 24.2 | 17.4 | 19.6 | 30.0 | 20.3 | 43.2 | 16.8 | 20.1 | 9.9 | 18.4 | 16.6 | 13.3 | 13.0 | 16.2 | 31.4 | 24.4 | 38.3 | 50.9 | 18.4 | 14.1 | 14.8 | 16.4 | 18.2 | 27.1 | 20.1 |
| Treynor Ratio | NA | 0.12 | -0.07 | 0.01 | 0.03 | NA | NA | 0.07 | 0.19 | 0.02 | -0.34 | 0.1 | 0.21 | 0.22 | -0.15 | 0.14 | 0.07 | -0.06 | 0.05 | 0.36 | 0.27 | -0.1 | 0.21 | 0.51 | -0.51 | 0.15 | 0.12 | 0.13 | 0.18 | 0.92 | -0.04 | -0.08 |
| Alpha | NA | 0.02 | -0.02 | -0.02 | -0.02 | NA | NA | 0.0 | 0.04 | -0.03 | -0.07 | -0.06 | 0.02 | -0.03 | -0.02 | -0.02 | -0.02 | -0.02 | -0.03 | 0.0 | 0.04 | -0.04 | -0.01 | 0.04 | -0.07 | 0.04 | 0.01 | 0.01 | 0.0 | 0.14 | 0.05 | -0.01 |
| Beta | NA | 0.97 | 1.02 | 1.08 | 1.1 | NA | NA | 1.07 | 1.01 | 0.97 | 1.04 | 1.17 | 1.11 | 1.21 | 1.17 | 1.13 | 1.16 | 1.04 | 0.98 | 0.99 | 1.06 | 1.14 | 1.11 | 1.14 | 1.08 | 1.05 | 1.05 | 1.09 | 1.17 | 0.98 | 0.9 | 0.79 |
| RSquared | NA | 0.48 | 0.7 | 0.81 | 0.83 | NA | NA | 0.86 | 0.54 | 0.59 | 0.8 | 0.75 | 0.92 | 0.84 | 0.9 | 0.8 | 0.92 | 0.92 | 0.86 | 0.92 | 0.94 | 0.98 | 0.97 | 0.94 | 0.91 | 0.9 | 0.86 | 0.8 | 0.81 | 0.76 | 0.69 | 0.74 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 22.0 | 0.0 | 0.1 | 0.0 | 0.0 | 7.0 | 13.0 | 27.8 | 16.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 0.1 | 0.0 | 0.9 | 2.2 | 0.6 | 0.2 | 1.6 | 3.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -61.1 | -59.4 | 57.6 | N/A | -100.0 | N/A | N/A | -100.0 | 612.5 | 300.0 | -97.7 | -50.3 | 284.4 | 260.0 | -84.1 | -10.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (ARIEL FUND INVESTOR CLASS) (100%)
- VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) (98%)
- VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) (97%)
- LAVLX (LORD ABBETT MID CAP STOCK FUND INC CLASS A) (93%)
- LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) (93%)
- OSTFX (OSTERWEIS FUND INVESTOR CLASS) (92%)
- RSVAX (VICTORY RS VALUE FUND CLASS A) (92%)
- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) (90%)
Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) (100%)
- CSD (Invesco S&P Spin-Off ETF) (97%)
- CZA (Invesco Zacks Mid-Cap ETF) (96%)
- EZM (WisdomTree U.S. MidCap Fund) (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) (95%)
- IJH (iShares Core S&P Mid-Cap ETF) (95%)
- IWR (iShares Russell Midcap ETF) (94%)
- VXF (Vanguard Extended Market ETF) (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) (26%)
Best Closed End Funds
- CET (Central Securities Corporation) (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) (99%)
- FUND (Sprott Focus Trust) (98%)
Latest Articles Related to FLSCX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
