Australia markets open in 4 hours 27 minutes

Fidelity Advisor Leveraged Company Stock Fund (FZAKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
52.62-0.54 (-1.02%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.06%
5-year average return15.93%
Number of years up7
Number of years down3
Best 1-yr total return (13 June 2024)30.00%
Worst 1-yr total return (13 June 2024)N/A
Best 3-yr total return30.00%
Worst 3-yr total return2.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFZAKXCategory
YTD15.80%5.31%
1-month5.51%-4.19%
3-month4.96%3.90%
1-year38.95%20.31%
3-year6.76%6.48%
5-year16.52%11.78%
10-year9.50%10.96%
Last bull market35.32%25.56%
Last bear market-18.98%-15.11%

Annual total return (%) history

Year
FZAKXCategory
2024
N/AN/A
2023
26.28%22.32%
2022
-23.12%-16.96%
2021
25.61%26.07%
2020
29.41%15.83%
2019
30.00%28.78%
2018
-15.74%-6.27%
2017
17.78%20.44%
2016
9.49%10.37%
2015
-5.41%-1.07%
2014
5.76%10.96%
2013
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.66%N/AN/AN/A
20237.39%8.34%-2.94%11.82%
2022-7.45%-18.98%-2.82%5.50%
20219.83%7.25%-0.23%6.89%
2020-31.28%32.30%17.21%21.45%
201918.61%-0.38%-1.53%11.74%
2018-2.26%4.57%1.47%-18.76%
20176.36%1.04%3.75%5.63%
2016-2.08%-0.02%6.20%5.32%
20154.20%1.16%-12.42%2.46%
20141.57%5.37%-1.81%0.64%
20138.75%N/AN/AN/A

Rank in category (by total return)

YTD4
1-month9
3-month11
1-year1
3-year73
5-year9

Load adjusted returns

1-year38.95%
3-year6.76%
5-year16.52%
10-year9.50%