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Fidelity Advisor New Insights Class A: (MF: FNIAX)
(NASDAQ Mutual Funds) As of Oct 10, 2024 08:00 PM ET
$42.25 USD
-0.06 (-0.14%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 26.62 | 1 |
| 3 months | 6.28 | 44 |
| 6 months | 11.92 | 9 |
| 1 Year | 36.09 | 1 |
| 3 Year | 8.27 | 22 |
| 5 Year | 15.66 | 20 |
| 10 Year | 12.81 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.82 |
| Bull Market (2/09 - 3/21) | 832.47 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 30.67 |
| 5 Year | 13.68 |
| 10 Year | 12.19 |
| Since Inception | 11.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.57 | 7.00 | NA | NA |
| 2023 | 10.14 | 11.45 | -0.61 | 11.46 |
| 2022 | -10.37 | -19.40 | -4.22 | 4.82 |
| 2021 | 2.53 | 11.96 | 0.41 | 7.83 |
| 2020 | -17.89 | 24.33 | 11.33 | 8.77 |
| 2019 | 15.27 | 5.49 | -2.34 | 8.76 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 26.62 | 35.98 | -27.48 | 24.30 | 23.62 | 29.17 | -4.45 | 28.02 | 6.26 | 2.42 | 9.20 |
| % Total Return Rel to Index | 7.08 | 9.74 | -9.27 | -4.38 | 5.22 | -2.31 | -0.05 | 6.22 | -5.67 | 1.03 | -4.44 |
| % Total Return Rel to Peer | 11.77 | 12.98 | -7.78 | 2.24 | 3.71 | 0.74 | 2.41 | 7.34 | -1.55 | 4.02 | 0.99 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 3.00 | 3.00 | 3.00 | 2.00 | 1.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.01 | 0.06 | 0.12 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 | 0.03 | 0.01 | 0.00 |
| % Yield | 0.01 | 0.19 | 0.39 | 0.00 | 0.00 | 0.12 | 0.00 | 0.00 | 0.12 | 0.05 | 0.00 |
| Capital Gains ($) | 0.19 | 1.95 | 3.71 | 5.09 | 2.97 | 2.04 | 3.65 | 2.38 | 1.28 | 1.13 | 2.02 |
| Expense Ratio | 0.00 | 0.68 | 0.70 | 0.93 | 1.10 | 1.07 | 1.04 | 0.93 | 0.88 | 0.91 | 0.92 |
* 1 = Top 20%, 5 = Bottom 20%