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Fidelity Advisor Asset Manager 85% Z (FIQCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.30+0.12 (+0.46%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.50%
5-year average return9.81%
Number of years up4
Number of years down1
Best 1-yr total return (30 June 2024)26.35%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return26.35%
Worst 3-yr total return4.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFIQCXCategory
YTD6.76%13.38%
1-month3.45%1.16%
3-month2.71%6.75%
1-year18.87%40.77%
3-year3.33%13.59%
5-year10.86%13.52%
10-year8.26%10.48%
Last bull market21.85%21.11%
Last bear market-15.07%-19.34%

Annual total return (%) history

Year
FIQCXCategory
2024
N/AN/A
2023
19.15%N/A
2022
-18.59%N/A
2021
17.26%N/A
2020
19.44%15.41%
2019
26.35%24.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.80%N/AN/AN/A
20236.96%4.55%-3.96%10.94%
2022-6.22%-15.07%-5.63%8.30%
20214.02%7.28%-0.38%5.48%
2020-18.97%20.38%7.08%14.35%
201911.97%3.58%0.26%8.66%

Rank in category (by total return)

YTD60
1-month81
3-month69
1-year80
3-year54
5-year29

Load adjusted returns

1-year18.87%
3-year3.33%
5-year10.86%
10-year8.26%