Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FZAKX (FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS Z) | NA | 21.27% | 1.09% | 7.16% | 6.57% | NA | NA | … | … |
Data as of 12/19/2024, Common starting date is 08/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FZAKX (FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS Z) | 08/21/2013 | 12/19/2024 |
| 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 | 21.27 | 1.09 | 7.16 | 6.57 | NA | NA | … | … | 26.21 | 12.15 | -31.00 | 14.95 | 25.58 | 30.04 | -15.73 | 17.84 | 9.49 | -5.41 | 5.76 | 12.85 |
| Sharpe Ratio | NA | 0.84 | -0.16 | 0.17 | 0.22 | NA | NA | … | … | 1.17 | 0.44 | -1.12 | 0.76 | 0.58 | 1.70 | -0.85 | 1.75 | 0.50 | -0.33 | 0.43 | 3.46 |
| Standard Deviation(%) | NA | 17.44 | 22.21 | 27.27 | 22.63 | NA | NA | … | … | 17.37 | 17.95 | 29.13 | 19.65 | 43.15 | 16.84 | 20.14 | 9.85 | 18.43 | 16.60 | 13.25 | 11.48 |
| Draw Down(%) | NA | 12.53 | 34.25 | 45.49 | 45.49 | NA | NA | … | … | 12.53 | 18.70 | 34.04 | 11.37 | 45.49 | 13.19 | 26.10 | 4.84 | 17.06 | 16.46 | 13.42 | 2.67 |
| Yield(%) | 0.00 | 16.20 | 4.80 | 4.00 | 6.61 | 5.28 | 3.96 | … | … | 16.80 | 0.70 | 0.39 | 0.32 | 0.00 | 5.93 | 11.49 | 26.28 | 16.26 | 0.87 | 0.98 | 0.33 |
Data as of 12/19/2024, 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 |
|---|---|---|---|---|
| FZAKX (FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS Z) |
-5.86%
Mar 2017 – Mar 2020 |
-2.48%
Mar 2015 – Mar 2020 |
3.97%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZAKX (FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS Z) |
23.36%
Dec 2018 – Dec 2021 |
16.40%
Jun 2016 – Jun 2021 |
6.66%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart