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
FTUAX: TELECOMMUNICATIONS PORTFOLIO FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS A (MUTUAL FUND)
Basic Info 68.42 1.23(1.77%) June 05
| Asset Class: | Communications |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 12/01/2005 |
| Last Dividend Date: | 12/26/2025 |
| 12-Mo. Yield | 2.14% |
| Expenses | 1.13% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/01/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.1 | 17.0 | 23.1 | 21.8 | 4.7 | 7.2 | 7.5 | 6.8 | 7.0 | 11.3 | 20.8 | 7.0 | -17.2 | -3.0 | 20.2 | 20.0 | -8.3 | 1.4 | 22.4 | 2.0 | 3.3 | 21.1 | 18.3 | -4.5 | 17.5 | 51.2 | -47.8 | 7.9 | 26.8 | -2.0 |
| Sharpe Ratio | NA | 2.09 | 1.2 | 1.05 | 0.12 | 0.31 | NA | NA | 0.28 | 0.5 | 1.04 | 0.18 | -0.92 | -0.23 | 0.68 | 1.36 | -0.57 | 0.06 | 1.48 | 0.13 | 0.27 | 1.78 | 1.54 | -0.21 | 1.0 | 1.83 | -0.97 | 0.25 | 1.64 | -3.4 |
| Draw Down(%) | NA | 6.0 | 8.3 | 11.0 | 33.5 | 34.4 | NA | NA | 66.8 | 11.0 | 10.4 | 21.2 | 27.1 | 16.4 | 24.7 | 7.5 | 17.4 | 11.7 | 9.1 | 13.2 | 9.1 | 8.0 | 8.0 | 22.0 | 11.9 | 13.9 | 61.0 | 17.7 | 11.3 | 2.9 |
| Standard Deviation(%) | NA | 20.0 | 17.0 | 17.7 | 17.8 | 18.1 | NA | NA | 20.6 | 16.9 | 16.6 | 18.6 | 20.4 | 13.3 | 29.1 | 13.7 | 17.3 | 12.2 | 15.0 | 14.6 | 12.2 | 11.8 | 11.9 | 22.0 | 17.4 | 27.9 | 49.9 | 19.0 | 14.3 | 7.4 |
| Treynor Ratio | NA | 0.79 | 0.33 | 0.38 | 0.04 | 0.08 | NA | NA | 0.07 | 0.16 | 0.54 | 0.05 | -0.29 | -0.05 | 0.26 | 0.24 | -0.13 | 0.01 | 0.24 | 0.02 | 0.04 | 0.26 | 0.25 | -0.05 | 0.2 | 0.55 | -0.42 | 0.05 | 0.21 | -0.38 |
| Alpha | NA | 0.11 | 0.03 | 0.04 | -0.01 | -0.01 | NA | NA | -0.01 | 0.01 | 0.04 | -0.04 | -0.02 | -0.08 | 0.02 | -0.01 | -0.02 | -0.07 | 0.04 | 0.0 | -0.03 | -0.01 | 0.03 | -0.02 | 0.02 | 0.08 | -0.04 | 0.01 | 0.03 | -0.06 |
| Beta | NA | 0.52 | 0.62 | 0.49 | 0.58 | 0.7 | NA | NA | 0.87 | 0.52 | 0.32 | 0.69 | 0.65 | 0.66 | 0.78 | 0.79 | 0.78 | 0.95 | 0.94 | 0.82 | 0.81 | 0.8 | 0.72 | 0.88 | 0.88 | 0.92 | 1.15 | 1.03 | 1.13 | 0.66 |
| RSquared | NA | 0.13 | 0.2 | 0.17 | 0.3 | 0.49 | NA | NA | 0.66 | 0.33 | 0.06 | 0.24 | 0.6 | 0.43 | 0.85 | 0.52 | 0.6 | 0.27 | 0.67 | 0.75 | 0.58 | 0.57 | 0.59 | 0.87 | 0.83 | 0.81 | 0.89 | 0.75 | 0.63 | 0.3 |
| Yield(%) | N/A | 0.0 | 2.1 | 2.8 | 4.0 | 6.1 | 6.3 | 5.8 | N/A | 2.5 | 2.3 | 3.5 | 6.0 | 12.7 | 8.8 | 3.4 | 2.6 | 16.4 | 7.2 | 1.6 | 3.4 | 2.1 | 2.2 | 1.1 | 1.4 | 0.9 | 1.0 | 1.1 | 1.4 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | 14.7 | -80.3 | -47.1 | 406.9 | N/A | N/A | N/A | 29.9 | -33.6 | -54.3 | -59.9 | 60.9 | 195.1 | 16.5 | -86.7 | 174.2 | 332.0 | -51.4 | 83.2 | 16.3 | 86.5 | -11.7 | 146.8 | -55.0 | 1.8 | -3.2 | 103.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/2005
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 Communications Asset Class Trend Rankings |
Top Rated Funds in Communications
Best Mutual Funds
- FWRLX (WIRELESS PORTFOLIO WIRELESS PORTFOLIO) (75%)
- FSTCX (TELECOMMUNICATIONS PORTFOLIO TELECOMMUNICATIONS PORTFOLIO) (75%)
- FTUAX (TELECOMMUNICATIONS PORTFOLIO FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS A) (67%)
- PRMTX (T. ROWE PRICE MEDIA & TELECOMMUNICATIONS FUND INC. T. ROWE PRICE MEDIA & TELECOMMUNICATIONS FUND INC.) (62%)
- VTCAX (VANGUARD TELECOMMUNICATION SERVICES INDEX FUND ADMIRAL SHARES) (61%)
- WIREX (WIRELESS FUND WIRELESS FUND) (60%)
- RYMIX (TELECOMMUNICATIONS FUND INVESTOR CLASS) (57%)
- FLICX (DEUTSCHE COMMUNICATIONS FUND INSTITUTIONAL CLASS) (54%)
- GTTIX (GAMCO GLOBAL TELECOMMUNICATIONS FUND CLASS I) (52%)
- RYTLX (TELECOMMUNICATIONS FUND CLASS A) (32%)
Best ETFs
- IYZ (iShares U.S. Telecommunications ETF) 3.97% (95%)
- IXP (iShares Global Comm Services ETF) 1.89% (87%)
- PBS (Invesco Dynamic Media ETF) (84%)
- VOX (Vanguard Communication Services ETF) 1.87% (80%)
- IST (SPDR(R) S&P(R) INTERNATIONAL TELECOMMUNICATIONS SECTOR ETF SPDR(R) S&P(R) INTERNATIONAL TELECOMMUNICATIONS SECTOR ETF) (69%)
- XTL (SPDR S&P Telecom ETF) 5.71% (19%)
- FCOM (Fidelity MSCI Communication Services Index ETF) 1.97% (1%)
