Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAISX (FIDELITY ADVISOR BALANCED FUND CLASS B) | NA | -2.42% | 6.47% | 7.13% | 5.08% | 4.34% | NA | … | … |
Data as of 06/27/2016, Common starting date is 11/18/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAISX (FIDELITY ADVISOR BALANCED FUND CLASS B) | 11/18/1997 | 06/27/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.51 | -2.42 | 6.47 | 7.13 | 5.08 | 4.34 | NA | … | … | -0.22 | -4.85 | 1.91 | 14.05 | 10.95 | -0.13 | 11.36 | 24.58 | -33.50 | -1.28 | 3.61 | -2.53 | 2.66 | 15.18 | -11.21 | -4.40 | -10.98 | -2.53 | 2.54 | -4.32 |
| Sharpe Ratio | NA | -0.63 | 0.11 | 0.33 | 0.06 | NA | NA | … | … | -0.06 | -0.46 | 0.18 | 1.63 | 1.31 | -0.01 | 0.99 | 1.37 | -1.29 | -0.34 | 0.03 | -0.49 | 0.27 | 1.51 | -0.96 | -0.54 | -1.07 | -0.48 | -0.05 | -1.64 |
| Standard Deviation(%) | NA | 12.12 | 10.45 | 11.04 | 14.33 | NA | NA | … | … | 11.08 | 10.71 | 10.49 | 8.59 | 8.38 | 14.12 | 11.35 | 17.92 | 26.56 | 12.60 | 10.20 | 9.54 | 6.46 | 9.61 | 12.79 | 12.74 | 14.04 | 11.99 | 15.12 | 21.67 |
| Draw Down(%) | NA | 16.07 | 17.28 | 17.28 | 49.53 | NA | NA | … | … | 8.76 | 9.44 | 9.73 | 5.29 | 6.75 | 12.56 | 9.29 | 17.62 | 41.67 | 11.95 | 7.78 | 6.77 | 6.06 | 7.13 | 17.97 | 17.29 | 12.79 | 10.19 | 13.95 | 9.03 |
| Yield(%) | 0.00 | 3.84 | 5.37 | 3.96 | 3.81 | 3.47 | 2.41 | … | … | 0.00 | 3.99 | 6.75 | 4.80 | 0.52 | 0.71 | 0.69 | 1.49 | 1.32 | 9.14 | 6.87 | 6.88 | 1.65 | 1.58 | 1.88 | 1.96 | 4.92 | 0.00 | 0.00 | 0.00 |
Data as of 06/27/2016, Common starting date is 11/18/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAISX (FIDELITY ADVISOR BALANCED FUND CLASS B) |
-11.27%
Feb 2006 – Feb 2009 |
-5.11%
Mar 1998 – Mar 2003 |
-2.85%
Feb 1999 – Feb 2009 |
1.79%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAISX (FIDELITY ADVISOR BALANCED FUND CLASS B) |
19.43%
Feb 2009 – Feb 2012 |
16.61%
Feb 2009 – Feb 2014 |
6.21%
May 2005 – May 2015 |
4.57%
Mar 2001 – Mar 2016 |
Annualized Rolling Returns Comparison Chart