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FTQTX: Fidelity Advisor Strategic Growth T (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/17/1998 |
| Last Dividend Date: | 12/27/2012 |
| 12-Mo. Yield | 0.05% |
| Expenses | 1.50% |
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Performance Analytics (As of 06/24/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/17/1998 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -16.2 | 1.2 | 10.5 | 3.2 | 5.0 | 1.6 | 1.7 | -6.4 | 17.7 | -0.5 | 19.9 | 43.7 | -44.2 | 22.3 | 0.3 | 7.4 | 2.1 | 28.0 | -40.9 | -13.7 | -6.5 | 35.4 | 11.0 |
| Sharpe Ratio | NA | 0.06 | 0.49 | 0.11 | 0.17 | NA | 0.0 | -0.49 | 1.28 | -0.02 | 1.01 | 1.63 | -1.12 | 1.08 | -0.23 | 0.44 | 0.09 | 1.49 | -1.33 | -0.8 | -0.42 | 1.7 | 0.5 |
| Draw Down(%) | NA | 18.5 | 19.7 | 49.3 | 56.4 | NA | 66.1 | 18.5 | 10.9 | 19.7 | 16.3 | 21.4 | 53.6 | 10.8 | 15.7 | 7.4 | 13.8 | 12.6 | 48.6 | 28.5 | 20.5 | 8.6 | 19.0 |
| Standard Deviation(%) | NA | 20.7 | 21.3 | 27.0 | 22.0 | NA | 22.5 | 26.7 | 13.9 | 26.0 | 19.5 | 26.8 | 40.0 | 17.8 | 13.2 | 11.7 | 13.2 | 18.3 | 31.6 | 20.5 | 25.2 | 18.8 | 18.7 |
| Treynor Ratio | NA | 0.01 | 0.11 | 0.03 | 0.04 | NA | 0.0 | -0.11 | 0.19 | -0.01 | 0.2 | 0.41 | -0.43 | 0.18 | -0.03 | 0.06 | 0.01 | 0.3 | -0.44 | -0.35 | -0.16 | 0.41 | 0.14 |
| Alpha | NA | -0.06 | -0.01 | -0.01 | 0.0 | NA | 0.01 | -0.12 | 0.0 | 0.0 | 0.03 | 0.02 | -0.03 | 0.04 | -0.01 | -0.01 | -0.02 | 0.01 | -0.04 | 0.01 | 0.03 | 0.07 | -0.02 |
| Beta | NA | 1.05 | 0.98 | 1.03 | 1.01 | NA | 0.85 | 1.13 | 0.94 | 0.97 | 1.0 | 1.08 | 1.06 | 1.04 | 0.94 | 0.87 | 0.86 | 0.91 | 0.95 | 0.48 | 0.66 | 0.79 | 0.66 |
| RSquared | NA | 0.49 | 0.83 | 0.92 | 0.91 | NA | 0.83 | 0.36 | 0.96 | 0.98 | 0.97 | 0.97 | 0.97 | 0.93 | 0.85 | 0.77 | 0.9 | 0.91 | 0.91 | 0.67 | 0.83 | 0.79 | 0.76 |
| Yield(%) | N/A | 0.1 | 0.0 | 0.0 | 0.0 | 1.6 | N/A | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.0 | 12.8 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -25.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/17/1998
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See LARGE GROWTH Asset Class Trend Rankings |
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