Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTIMX (Fidelity Advisor Tax Managed I) | NA | -42.29% | -11.51% | -2.31% | NA | NA | NA | … | … |
Data as of 05/27/2009, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTIMX (Fidelity Advisor Tax Managed I) | 10/04/2001 | 05/27/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -42.29 | -11.51 | -2.31 | NA | NA | NA | … | … | -4.65 | -41.98 | 12.87 | 12.12 | 13.48 | 10.81 | 27.26 | -25.05 | 7.61 |
| Sharpe Ratio | NA | -1.00 | -0.49 | -0.18 | NA | NA | NA | … | … | -0.35 | -1.09 | 0.58 | 0.66 | 0.88 | 0.75 | 1.54 | -0.98 | 2.10 |
| Standard Deviation(%) | NA | 42.95 | 28.79 | 23.94 | NA | NA | NA | … | … | 32.97 | 39.09 | 17.01 | 13.33 | 12.92 | 13.10 | 17.20 | 26.68 | 16.52 |
| Draw Down(%) | NA | 54.79 | 57.15 | 57.15 | NA | NA | NA | … | … | 26.67 | 53.08 | 12.68 | 11.38 | 8.20 | 11.25 | 14.05 | 35.04 | 4.58 |
| Yield(%) | 0.00 | 0.35 | 0.61 | 0.47 | 0.24 | 0.16 | 0.12 | … | … | 0.21 | 0.22 | 1.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/27/2009, Common starting date is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTIMX (Fidelity Advisor Tax Managed I) |
-16.26%
Feb 2006 – Feb 2009 |
-5.71%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTIMX (Fidelity Advisor Tax Managed I) |
20.28%
Mar 2003 – Mar 2006 |
16.84%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart