Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTXIX (Fidelity Advisor Tax Managed Stock I) | NA | 35.62% | 14.46% | 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 |
|---|---|---|
| FTXIX (Fidelity Advisor Tax Managed Stock I) | 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 (%) | -3.20 | 35.62 | 14.46 | NA | NA | NA | NA | … | … | 16.16 | 18.37 | -6.94 | 14.87 | 27.45 |
| Sharpe Ratio | NA | 2.31 | 0.67 | NA | NA | NA | NA | … | … | 2.44 | 1.24 | -0.24 | 0.66 | 2.06 |
| Standard Deviation(%) | NA | 14.50 | 21.47 | NA | NA | NA | NA | … | … | 15.15 | 14.95 | 28.77 | 22.36 | 20.56 |
| Draw Down(%) | NA | 6.60 | 28.58 | NA | NA | NA | NA | … | … | 4.50 | 13.30 | 28.58 | 18.38 | 8.09 |
| Yield(%) | 0.00 | 0.93 | 0.58 | 0.74 | 0.37 | 0.25 | 0.19 | … | … | 0.00 | 0.93 | 0.37 | 0.61 | 1.12 |
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 |
|---|---|---|---|---|
| FTXIX (Fidelity Advisor Tax Managed Stock I) |
8.16%
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 |
|---|---|---|---|---|
| FTXIX (Fidelity Advisor Tax Managed Stock I) |
14.40%
May 2010 – May 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart