Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTXTX (Fidelity Advisor Tax Managed Stock T) | NA | 35.28% | 13.92% | 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 |
|---|---|---|
| FTXTX (Fidelity Advisor Tax Managed Stock T) | 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 (%) | -2.98 | 35.28 | 13.92 | NA | NA | NA | NA | … | … | 16.13 | 17.71 | -7.45 | 14.11 | 27.01 |
| Sharpe Ratio | NA | 2.29 | 0.65 | NA | NA | NA | NA | … | … | 2.44 | 1.19 | -0.26 | 0.63 | 2.03 |
| Standard Deviation(%) | NA | 14.46 | 21.47 | NA | NA | NA | NA | … | … | 15.10 | 14.92 | 28.80 | 22.31 | 20.52 |
| Draw Down(%) | NA | 6.76 | 28.80 | NA | NA | NA | NA | … | … | 4.35 | 13.35 | 28.80 | 18.66 | 8.20 |
| Yield(%) | 0.00 | 0.23 | 0.19 | 0.34 | 0.17 | 0.11 | 0.09 | … | … | 0.00 | 0.23 | 0.28 | 0.23 | 0.70 |
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 |
|---|---|---|---|---|
| FTXTX (Fidelity Advisor Tax Managed Stock T) |
7.52%
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 |
|---|---|---|---|---|
| FTXTX (Fidelity Advisor Tax Managed Stock T) |
13.76%
May 2010 – May 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart