Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FZAAX (FIDELITY ADVISOR BALANCED FUND CLASS Z) | NA | 16.31% | 3.67% | 7.86% | 8.38% | NA | NA | … | … |
Data as of 12/16/2024, Common starting date is 08/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FZAAX (FIDELITY ADVISOR BALANCED FUND CLASS Z) | 08/21/2013 | 12/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.31 | 3.67 | 7.86 | 8.38 | NA | NA | … | … | 15.45 | 21.59 | -21.60 | 11.03 | 18.42 | 24.24 | -4.06 | 16.51 | 7.37 | 0.40 | 10.29 | 10.38 |
| Sharpe Ratio | NA | 1.23 | -0.03 | 0.34 | 0.53 | NA | NA | … | … | 1.16 | 1.89 | -1.21 | 0.92 | 0.76 | 2.66 | -0.48 | 3.28 | 0.77 | 0.04 | 1.22 | 4.21 |
| Standard Deviation(%) | NA | 8.05 | 13.20 | 15.69 | 12.84 | NA | NA | … | … | 8.11 | 9.23 | 19.10 | 11.99 | 23.88 | 8.59 | 11.29 | 4.87 | 9.30 | 10.07 | 8.43 | 7.47 |
| Draw Down(%) | NA | 5.30 | 26.10 | 28.29 | 28.29 | NA | NA | … | … | 5.30 | 7.48 | 26.00 | 8.12 | 26.39 | 4.63 | 14.62 | 1.64 | 8.64 | 9.09 | 5.22 | 2.38 |
| Yield(%) | 0.00 | 4.99 | 2.38 | 2.28 | 4.05 | 3.69 | 2.77 | … | … | 4.50 | 2.03 | 1.13 | 0.92 | 1.44 | 3.77 | 7.08 | 7.28 | 2.11 | 5.20 | 7.95 | 4.99 |
Data as of 12/16/2024, Common starting date is 08/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZAAX (FIDELITY ADVISOR BALANCED FUND CLASS Z) |
0.44%
Apr 2021 – Apr 2024 |
4.20%
Dec 2017 – Dec 2022 |
6.75%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZAAX (FIDELITY ADVISOR BALANCED FUND CLASS Z) |
17.77%
Dec 2018 – Dec 2021 |
13.86%
Jun 2016 – Jun 2021 |
8.38%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart