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Fidelity Advisor Diversified Stock Fund Class A: (MF: FDTOX)
(NASDAQ Mutual Funds) As of Sep 11, 2024 08:00 PM ET
$36.14 USD
+0.46 (1.29%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 18.72 | 10 |
| 3 months | 8.10 | 46 |
| 6 months | 15.54 | 12 |
| 1 Year | 24.51 | 17 |
| 3 Year | 9.65 | 9 |
| 5 Year | 16.28 | 8 |
| 10 Year | 12.51 | 26 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 95.63 |
| Bear Market (10/07 - 2/09) | -58.96 |
| Bull Market (2/09 - 3/21) | 1,061.76 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 22.51 |
| 5 Year | 15.26 |
| 10 Year | 11.77 |
| Since Inception | 6.36 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 14.82 | 3.76 | NA | NA |
| 2023 | 6.71 | 10.20 | -2.68 | 11.73 |
| 2022 | -5.31 | -16.13 | -5.90 | 6.94 |
| 2021 | 7.22 | 9.05 | -0.57 | 10.10 |
| 2020 | -15.03 | 22.42 | 10.78 | 10.25 |
| 2019 | 13.19 | 3.84 | -0.61 | 9.35 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 18.72 | 27.87 | -20.08 | 28.00 | 27.05 | 27.74 | -5.64 | 18.91 | 16.63 | -5.61 | 10.79 |
| % Total Return Rel to Index | 2.01 | 1.63 | -1.87 | -0.68 | 8.65 | -3.74 | -1.25 | -2.88 | 4.70 | -7.00 | -2.84 |
| % Total Return Rel to Peer | 6.04 | 4.87 | -0.38 | 5.94 | 7.13 | -0.68 | 1.21 | -1.76 | 8.81 | -4.01 | 2.59 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 2.00 | 4.00 | 3.00 | 4.00 | 1.00 | 5.00 | 3.00 |
| % Dividends | 0.00 | 0.08 | 0.12 | 0.08 | 0.06 | 0.12 | 0.08 | 0.26 | 0.30 | 0.28 | 0.24 |
| % Yield | 0.00 | 0.25 | 0.42 | 0.20 | 0.19 | 0.45 | 0.33 | 0.92 | 1.26 | 1.28 | 0.93 |
| Capital Gains ($) | 0.00 | 0.95 | 2.11 | 5.70 | 1.53 | 0.63 | 2.71 | 1.93 | 0.01 | 1.36 | 2.00 |
| Expense Ratio | 0.77 | 0.79 | 0.80 | 0.79 | 0.80 | 0.81 | 0.80 | 0.82 | 0.83 | 0.82 | 0.81 |
* 1 = Top 20%, 5 = Bottom 20%