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Fidelity Advisor New Insights Fd Cl Z: (MF: FZANX)
(NASDAQ Mutual Funds) As of Nov 1, 2024 08:00 PM ET
$44.22 USD
+0.27 (0.61%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 29.81 | 1 |
| 3 months | 3.86 | 73 |
| 6 months | 11.25 | 6 |
| 1 Year | 44.82 | 4 |
| 3 Year | 11.65 | 10 |
| 5 Year | 16.80 | 14 |
| 10 Year | 13.68 | 16 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 44.82 |
| 5 Year | 16.79 |
| 10 Year | 13.67 |
| Since Inception | 14.29 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.68 | 7.11 | 3.86 | NA |
| 2023 | 10.24 | 11.57 | -0.55 | 11.56 |
| 2022 | -10.29 | -19.33 | -4.15 | 4.93 |
| 2021 | 2.64 | 12.06 | 0.51 | 7.93 |
| 2020 | -17.82 | 24.46 | 11.46 | 8.84 |
| 2019 | 15.34 | 5.61 | -2.24 | 8.84 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 29.81 | 36.46 | -27.21 | 24.78 | 24.08 | 29.62 | -4.07 | 28.54 | 6.66 | 2.78 | 9.64 |
| % Total Return Rel to Index | 7.71 | 10.22 | -9.00 | -3.89 | 5.68 | -1.86 | 0.32 | 6.74 | -5.27 | 1.39 | -3.99 |
| % Total Return Rel to Peer | 12.84 | 13.46 | -7.51 | 2.72 | 4.16 | 1.19 | 2.79 | 7.86 | -1.15 | 4.38 | 1.44 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 | 1.00 | 4.00 | 2.00 | 3.00 |
| % Dividends | 0.01 | 0.18 | 0.24 | 0.00 | 0.00 | 0.16 | 0.11 | 0.13 | 0.37 | 0.15 | 0.07 |
| % Yield | 0.01 | 0.48 | 0.76 | 0.00 | 0.00 | 0.45 | 0.36 | 0.37 | 1.28 | 0.52 | 0.24 |
| Capital Gains ($) | 0.19 | 1.95 | 3.71 | 5.09 | 2.97 | 2.04 | 3.65 | 2.39 | 1.05 | 1.10 | 2.06 |
| Expense Ratio | 0.54 | 0.31 | 0.32 | 0.56 | 0.72 | 0.70 | 0.66 | 0.55 | 0.50 | 0.53 | 0.53 |
* 1 = Top 20%, 5 = Bottom 20%