Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTXBX (Fidelity Advisor Tax Managed Stock B) | NA | 34.70% | 13.37% | NA | NA | NA | NA | … | … |
Data as of 06/24/2013, Common starting date is 04/27/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTXBX (Fidelity Advisor Tax Managed Stock B) | 04/27/2009 | 06/24/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.84 | 34.70 | 13.37 | NA | NA | NA | NA | … | … | 15.95 | 17.20 | -7.96 | 13.60 | 26.57 |
| Sharpe Ratio | NA | 2.25 | 0.62 | NA | NA | NA | NA | … | … | 2.40 | 1.16 | -0.28 | 0.60 | 1.99 |
| Standard Deviation(%) | NA | 14.48 | 21.49 | NA | NA | NA | NA | … | … | 15.16 | 14.93 | 28.80 | 22.38 | 20.51 |
| Draw Down(%) | NA | 6.84 | 28.98 | NA | NA | NA | NA | … | … | 4.40 | 13.49 | 28.98 | 18.73 | 8.13 |
| Yield(%) | 0.00 | 0.00 | 0.08 | 0.19 | 0.09 | 0.06 | 0.05 | … | … | 0.00 | 0.00 | 0.22 | 0.28 | 0.27 |
Data as of 06/24/2013, Common starting date is 04/27/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTXBX (Fidelity Advisor Tax Managed Stock B) |
7.01%
Dec 2009 – Dec 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTXBX (Fidelity Advisor Tax Managed Stock B) |
13.18%
May 2010 – May 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart