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Fidelity Advisor Capital Development I (FDEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.35+0.14 (+0.58%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.24%
5-year average return15.20%
Number of years up13
Number of years down5
Best 1-yr total return (30 June 2024)31.44%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return31.44%
Worst 3-yr total return7.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFDEIXCategory
YTD14.82%5.31%
1-month4.63%-4.19%
3-month7.58%3.90%
1-year32.61%20.31%
3-year10.97%6.48%
5-year16.44%11.78%
10-year11.63%10.96%
Last bull market27.42%25.56%
Last bear market-14.34%-15.11%

Annual total return (%) history

Year
FDEIXCategory
2024
N/AN/A
2023
24.01%22.32%
2022
-8.13%-16.96%
2021
25.26%26.07%
2020
8.96%15.83%
2019
31.09%28.78%
2018
-8.95%-6.27%
2017
17.96%20.44%
2016
16.33%10.37%
2015
-2.86%-1.07%
2014
9.97%10.96%
2013
31.44%31.50%
2012
16.62%14.96%
2011
-4.29%-1.27%
2010
19.86%14.01%
2009
28.76%28.17%
2008
-43.33%-37.79%
2007
15.11%6.16%
2006
13.81%14.17%
2005
N/A5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.15%N/AN/AN/A
20236.62%6.86%-1.01%9.95%
20220.00%-14.34%-4.92%12.81%
202111.83%7.07%-1.99%6.73%
2020-24.64%17.05%3.94%18.84%
201913.87%2.60%0.32%11.84%
2018-2.71%4.02%7.26%-16.12%
20174.32%2.30%4.36%5.91%
2016-1.20%2.36%7.82%6.69%
20151.17%1.64%-10.35%5.37%
20142.52%3.97%0.48%2.67%
20137.94%2.35%9.17%8.98%
201214.83%-5.18%8.33%-1.13%
20117.62%-0.60%-15.64%6.06%
20106.11%-11.10%12.37%13.07%
2009-10.30%15.47%18.65%4.77%
2008-12.34%6.12%-17.74%-25.94%
20070.56%7.81%4.83%1.30%
20067.15%-5.18%6.79%4.90%
20052.35%N/AN/AN/A

Rank in category (by total return)

YTD5
1-month49
3-month2
1-year7
3-year5
5-year10

Load adjusted returns

1-year32.61%
3-year10.97%
5-year16.44%
10-year11.63%