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Fidelity Advisor Global Capital Appreciation Fund - Class M: (MF: FGETX)
(NASDAQ Mutual Funds) As of Oct 1, 2024 08:00 PM ET
$24.28 USD
-0.04 (-0.16%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 23.97 | 2 |
| 3 months | 4.46 | 67 |
| 6 months | 10.81 | 25 |
| 1 Year | 32.56 | 1 |
| 3 Year | 6.96 | 14 |
| 5 Year | 14.26 | 6 |
| 10 Year | 8.90 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 119.01 |
| Bear Market (10/07 - 2/09) | -52.50 |
| Bull Market (2/09 - 3/21) | 567.19 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 26.16 |
| 5 Year | 12.08 |
| 10 Year | 8.42 |
| Since Inception | 6.56 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.87 | 5.06 | NA | NA |
| 2023 | 8.33 | 10.22 | -3.64 | 11.32 |
| 2022 | -9.63 | -19.91 | -6.13 | 10.59 |
| 2021 | 1.17 | 9.07 | 0.32 | 7.23 |
| 2020 | -18.53 | 27.01 | 9.16 | 9.79 |
| 2019 | 12.75 | 2.33 | -2.81 | 9.18 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 23.97 | 28.08 | -24.87 | 18.72 | 24.03 | 22.42 | -18.29 | 29.88 | 3.53 | 1.72 | 7.04 |
| % Total Return Rel to Index | 6.87 | 3.67 | -5.77 | 0.55 | 9.96 | -2.77 | -7.87 | 9.76 | -1.79 | 4.48 | 4.11 |
| % Total Return Rel to Peer | 10.81 | 9.44 | -5.30 | 2.51 | 7.36 | -2.31 | -8.27 | 7.65 | -2.04 | 3.99 | 5.15 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 2.00 | 2.00 | 4.00 | 5.00 | 1.00 | 4.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.27 | 0.00 | 1.83 | 0.00 | 0.00 | 1.42 | 2.50 | 0.16 | 0.08 | 0.00 |
| Expense Ratio | 1.53 | 1.47 | 1.55 | 1.41 | 1.49 | 1.42 | 1.65 | 1.69 | 1.69 | 1.69 | 1.70 |
* 1 = Top 20%, 5 = Bottom 20%