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Fidelity Advisor New Insights Class C: (MF: FNICX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$29.32 USD
-0.18 (-0.61%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 24.29 | 3 |
| 3 months | 6.79 | 9 |
| 6 months | 24.29 | 3 |
| 1 Year | 37.15 | 3 |
| 3 Year | 9.20 | 17 |
| 5 Year | 14.10 | 30 |
| 10 Year | 11.97 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -47.40 |
| Bull Market (2/09 - 3/21) | 718.66 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 35.78 |
| 5 Year | 14.09 |
| 10 Year | 11.97 |
| Since Inception | 0.11 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.38 | 6.79 | NA | NA |
| 2023 | 9.92 | 11.22 | -0.81 | 11.24 |
| 2022 | -10.54 | -19.54 | -4.44 | 4.66 |
| 2021 | 2.31 | 11.76 | 0.23 | 7.62 |
| 2020 | -18.02 | 24.09 | 11.13 | 8.56 |
| 2019 | 15.03 | 5.31 | -2.52 | 8.53 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 24.29 | 34.90 | -28.01 | 23.36 | 22.73 | 28.17 | -5.14 | 27.03 | 5.48 | 1.62 | 8.42 |
| % Total Return Rel to Index | 8.99 | 8.66 | -9.81 | -5.32 | 4.33 | -3.31 | -0.75 | 5.24 | -6.44 | 0.23 | -5.21 |
| % Total Return Rel to Peer | 13.63 | 11.90 | -8.31 | 1.30 | 2.81 | -0.25 | 1.71 | 6.35 | -2.33 | 3.22 | 0.22 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 3.00 | 3.00 | 4.00 | 3.00 | 2.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.01 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.82 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.19 | 1.95 | 3.71 | 5.09 | 2.97 | 2.04 | 3.65 | 2.13 | 1.28 | 1.13 | 2.01 |
| Expense Ratio | 0.00 | 1.45 | 1.46 | 1.69 | 1.86 | 1.83 | 1.79 | 1.68 | 1.63 | 1.66 | 1.67 |
* 1 = Top 20%, 5 = Bottom 20%