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Fidelity Advisor Equity Growth Fund: Class I: (MF: EQPGX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$25.13 USD
+0.15 (0.60%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 23.01 | 5 |
| 3 months | 6.37 | 11 |
| 6 months | 23.01 | 5 |
| 1 Year | 35.77 | 5 |
| 3 Year | 10.97 | 4 |
| 5 Year | 19.69 | 1 |
| 10 Year | 16.07 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 119.36 |
| Bear Market (10/07 - 2/09) | -56.17 |
| Bull Market (2/09 - 3/21) | 1,291.97 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 35.77 |
| 5 Year | 19.69 |
| 10 Year | 16.07 |
| Since Inception | 12.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.64 | 6.37 | NA | NA |
| 2023 | 10.15 | 11.56 | -2.71 | 13.44 |
| 2022 | -6.76 | -17.86 | -4.48 | 3.32 |
| 2021 | 2.95 | 10.23 | -0.19 | 8.57 |
| 2020 | -13.31 | 31.46 | 12.00 | 12.66 |
| 2019 | 16.62 | 4.29 | -0.95 | 11.21 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 23.01 | 35.62 | -24.42 | 22.98 | 43.80 | 33.98 | -0.20 | 35.20 | 0.56 | 7.04 | 11.22 |
| % Total Return Rel to Index | 7.71 | 9.38 | -6.21 | -5.69 | 25.40 | 2.49 | 4.19 | 13.40 | -11.37 | 5.65 | -2.42 |
| % Total Return Rel to Peer | 12.35 | 12.62 | -4.72 | 0.93 | 23.89 | 5.55 | 6.66 | 14.52 | -7.25 | 8.64 | 3.01 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 3.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.10 | 0.29 | 2.26 | 1.94 | 1.18 | 0.72 | 1.38 | 0.58 | 0.22 | 0.00 |
| Expense Ratio | 0.00 | 0.71 | 0.71 | 0.71 | 0.73 | 0.75 | 0.75 | 0.76 | 0.77 | 0.77 | 0.77 |
* 1 = Top 20%, 5 = Bottom 20%