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FNITX: FIDELITY ADVISOR NEW INSIGHTS FUND CLASS T (MUTUAL FUND)
Basic Info 45.19 1.51(3.23%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 08/06/2003 |
| Last Dividend Date: | 02/06/2026 |
| 12-Mo. Yield | 10.94% |
| Expenses | 0.70% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 7.9 | 25.1 | 26.7 | 9.4 | 12.0 | 11.5 | 9.7 | 11.2 | 22.4 | 34.6 | 35.6 | -36.1 | 9.0 | 13.3 | 28.8 | -4.9 | 27.8 | 6.0 | 2.1 | 8.9 | 32.1 | 15.5 | -1.3 | 15.8 | 28.8 | -38.1 | 20.0 | 10.9 | 18.7 | 18.6 | 22.1 |
| Sharpe Ratio | NA | 1.38 | 1.87 | 1.47 | 0.35 | 0.52 | NA | NA | 0.53 | 0.95 | 2.0 | 2.39 | -1.26 | 0.47 | 0.37 | 2.13 | -0.34 | 3.38 | 0.4 | 0.13 | 0.67 | 2.64 | 1.2 | -0.06 | 0.94 | 1.37 | -1.16 | 1.09 | 0.61 | 1.47 | 1.4 | 4.27 |
| Draw Down(%) | NA | 10.5 | 10.5 | 20.1 | 45.1 | 45.1 | NA | NA | 49.8 | 20.1 | 10.9 | 7.2 | 37.6 | 16.0 | 32.0 | 7.5 | 22.1 | 2.3 | 12.9 | 11.3 | 8.5 | 6.1 | 9.3 | 17.3 | 12.7 | 18.6 | 46.4 | 9.0 | 12.2 | 6.3 | 9.8 | 4.9 |
| Standard Deviation(%) | NA | 16.0 | 14.2 | 16.9 | 20.4 | 20.2 | NA | NA | 18.8 | 20.7 | 15.5 | 13.5 | 29.8 | 19.1 | 34.7 | 12.8 | 18.4 | 8.1 | 14.5 | 15.0 | 13.1 | 12.1 | 13.0 | 22.1 | 16.8 | 21.0 | 33.7 | 15.5 | 12.3 | 11.2 | 12.6 | 14.8 |
| Treynor Ratio | NA | 0.29 | 0.34 | 0.32 | 0.1 | 0.14 | NA | NA | 0.12 | 0.24 | 0.4 | 0.48 | -0.54 | 0.13 | 0.15 | 0.47 | -0.07 | 0.31 | 0.06 | 0.02 | 0.1 | 0.33 | 0.18 | -0.02 | 0.18 | 0.34 | -0.44 | 0.19 | 0.09 | 0.2 | 0.23 | 0.73 |
| Alpha | NA | 0.05 | 0.05 | 0.03 | 0.01 | 0.0 | NA | NA | 0.0 | 0.03 | 0.03 | 0.02 | -0.04 | 0.0 | -0.11 | 0.01 | -0.02 | 0.0 | 0.03 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.02 | 0.0 | -0.03 | 0.04 | 0.03 | 0.03 | 0.05 | 0.09 |
| Beta | NA | 0.76 | 0.78 | 0.78 | 0.73 | 0.77 | NA | NA | 0.82 | 0.82 | 0.77 | 0.67 | 0.7 | 0.7 | 0.88 | 0.58 | 0.87 | 0.88 | 0.95 | 0.91 | 0.92 | 0.98 | 0.87 | 0.83 | 0.86 | 0.84 | 0.89 | 0.91 | 0.87 | 0.81 | 0.76 | 0.86 |
| RSquared | NA | 0.78 | 0.82 | 0.92 | 0.81 | 0.82 | NA | NA | 0.87 | 0.96 | 0.93 | 0.88 | 0.77 | 0.63 | 0.84 | 0.69 | 0.97 | 0.89 | 0.94 | 0.96 | 0.93 | 0.94 | 0.95 | 0.98 | 0.97 | 0.97 | 0.96 | 0.95 | 0.84 | 0.73 | 0.78 | 0.7 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 12.1 | 8.1 | 8.2 | 1.5 | 0.0 | 0.0 | 8.0 | 11.9 | 9.2 | 5.1 | 4.3 | 7.9 | 15.9 | 0.2 | 0.2 | 0.2 | 0.0 | 0.5 | 2.1 | 0.5 | 0.0 | 0.1 | 0.3 |
| Dividend Growth(%) | N/A | -96.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 92.2 | 24.7 | 233.4 | N/A | N/A | -100.0 | -44.3 | 53.0 | 86.1 | 13.1 | -43.8 | -44.8 | 9266.7 | 11.4 | 6.1 | N/A | -100.0 | -70.5 | 369.9 | N/A | -100.0 | -64.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2003
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