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FSCTX: FIDELITY ADVISOR SMALL CAP FUND CLASS T (MUTUAL FUND)
Basic Info 29.95 0.86(2.79%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 10/08/1998 |
| Last Dividend Date: | 12/26/2025 |
| 12-Mo. Yield | 2.57% |
| Expenses | 2.15% |
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Performance Analytics (As of 06/05/2026)
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | 16.2 | 34.8 | 18.4 | 4.5 | 8.5 | 8.0 | 7.7 | 10.2 | 11.6 | 11.0 | 18.0 | -25.4 | 16.8 | 13.5 | 32.0 | -16.5 | 13.5 | 8.7 | -2.0 | 10.3 | 37.9 | 5.8 | -4.9 | 17.6 | 27.6 | -27.0 | 12.6 | 9.8 | 7.2 | 23.5 | 39.1 | -20.4 | -3.9 | -17.9 | 64.3 | 65.0 |
| Sharpe Ratio | NA | 2.01 | 1.8 | 0.77 | 0.09 | 0.31 | NA | NA | 0.41 | 0.4 | 0.4 | 0.77 | -0.93 | 0.73 | 0.34 | 2.14 | -1.05 | 1.29 | 0.53 | -0.13 | 0.45 | 3.04 | 0.39 | -0.17 | 0.94 | 1.28 | -1.09 | 0.69 | 0.53 | 0.35 | 1.4 | 2.21 | -0.95 | -0.26 | -0.66 | 3.44 | 34.17 |
| Draw Down(%) | NA | 9.3 | 9.3 | 26.3 | 39.8 | 40.5 | NA | NA | 50.4 | 23.2 | 9.5 | 14.8 | 29.9 | 14.6 | 40.5 | 7.4 | 27.6 | 4.5 | 14.7 | 13.5 | 11.9 | 4.6 | 15.3 | 28.2 | 14.3 | 20.0 | 35.7 | 10.6 | 11.0 | 9.1 | 14.0 | 13.2 | 33.3 | 30.9 | 31.2 | 10.8 | 4.1 |
| Standard Deviation(%) | NA | 19.6 | 17.8 | 19.5 | 22.3 | 22.2 | NA | NA | 21.1 | 21.7 | 18.4 | 18.7 | 29.1 | 23.2 | 39.0 | 14.3 | 17.1 | 10.0 | 16.0 | 15.0 | 22.6 | 12.5 | 14.9 | 29.2 | 18.7 | 21.4 | 25.6 | 13.7 | 12.0 | 14.1 | 16.1 | 17.4 | 22.6 | 24.6 | 33.5 | 17.7 | 22.8 |
| Treynor Ratio | NA | 0.38 | 0.31 | 0.15 | 0.02 | 0.07 | NA | NA | 0.1 | 0.09 | 0.07 | 0.15 | -0.26 | 0.16 | 0.14 | 0.32 | -0.18 | 0.14 | 0.09 | -0.02 | 0.1 | 0.43 | 0.07 | -0.05 | 0.23 | 0.48 | -0.51 | 0.13 | 0.08 | 0.05 | 0.23 | 0.4 | -0.25 | -0.07 | -0.21 | 0.81 | 12.06 |
| Alpha | NA | 0.03 | 0.02 | 0.01 | -0.01 | -0.01 | NA | NA | 0.01 | 0.01 | -0.01 | 0.0 | -0.03 | 0.0 | -0.02 | 0.02 | -0.03 | 0.0 | -0.03 | 0.01 | 0.02 | 0.01 | -0.04 | -0.01 | -0.01 | 0.02 | -0.04 | 0.04 | -0.01 | 0.0 | 0.01 | -0.01 | -0.02 | -0.03 | -0.06 | 0.16 | 0.61 |
| Beta | NA | 1.04 | 1.03 | 1.01 | 1.02 | 0.98 | NA | NA | 0.85 | 0.97 | 1.05 | 0.99 | 1.04 | 1.05 | 0.95 | 0.96 | 0.98 | 0.92 | 0.92 | 0.94 | 1.01 | 0.89 | 0.88 | 0.91 | 0.76 | 0.57 | 0.55 | 0.71 | 0.76 | 0.95 | 0.97 | 0.95 | 0.86 | 0.98 | 1.06 | 0.75 | 0.65 |
| RSquared | NA | 0.87 | 0.89 | 0.94 | 0.9 | 0.91 | NA | NA | 0.84 | 0.95 | 0.95 | 0.97 | 0.94 | 0.74 | 0.98 | 0.96 | 0.95 | 0.86 | 0.93 | 0.93 | 0.39 | 0.94 | 0.92 | 0.97 | 0.94 | 0.92 | 0.9 | 0.91 | 0.91 | 0.94 | 0.93 | 0.93 | 0.9 | 0.87 | 0.89 | 0.48 | 0.49 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.4 | 15.8 | 1.8 | 0.0 | 0.0 | 0.0 | 5.5 | 11.3 | 14.9 | 2.5 | 8.1 | 13.2 | 14.9 | 0.4 | 9.7 | 3.6 | 0.0 | 3.2 | 4.0 | 18.5 | 7.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -85.1 | 913.9 | N/A | N/A | N/A | -100.0 | -65.4 | -24.8 | 550.1 | -72.7 | -41.4 | 4.8 | 3998.8 | -96.6 | 207.8 | N/A | -100.0 | -12.9 | -80.7 | 148.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/09/1998
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