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Fidelity Advisor Equity Value Z (FAEVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.62+0.02 (+0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.92%
5-year average return8.91%
Number of years up4
Number of years down2
Best 1-yr total return (1 July 2024)24.76%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return24.76%
Worst 3-yr total return6.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFAEVXCategory
YTD4.93%4.44%
1-month2.17%-4.04%
3-month2.43%4.09%
1-year14.84%14.37%
3-year3.66%6.04%
5-year10.60%9.20%
10-year8.05%8.57%
Last bull market16.56%22.97%
Last bear market-9.30%-11.27%

Annual total return (%) history

Year
FAEVXCategory
2024
N/AN/A
2023
5.38%11.63%
2022
-3.78%-5.90%
2021
24.76%26.22%
2020
7.75%2.91%
2019
24.24%25.04%
2018
-9.48%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.89%-3.51%N/AN/A
2023-2.35%2.68%-1.37%6.56%
2022-0.25%-9.30%-5.64%12.71%
202110.95%5.28%-1.47%8.41%
2020-26.54%17.81%5.39%18.13%
20199.77%2.93%1.34%8.50%
2018-3.17%1.34%4.18%-11.46%
20171.74%2.48%4.92%N/A

Rank in category (by total return)

YTD86
1-month84
3-month82
1-year93
3-year90
5-year67

Load adjusted returns

1-year14.84%
3-year3.66%
5-year10.60%
10-year8.05%