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Fidelity Advisor Asset Manager 70% I (FAAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.58-0.08 (-0.29%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.94%
5-year average return8.29%
Number of years up11
Number of years down4
Best 1-yr total return (27 Jun 2024)35.71%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return35.71%
Worst 3-yr total return3.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFAAIXCategory
YTD5.43%11.35%
1-month3.07%0.99%
3-month2.22%5.92%
1-year15.69%32.83%
3-year2.46%11.75%
5-year9.04%11.53%
10-year7.07%8.98%
Last bull market19.05%17.67%
Last bear market-13.21%-15.71%

Annual total return (%) history

Year
FAAIXCategory
2024
N/AN/A
2023
16.41%N/A
2022
-16.90%N/A
2021
13.93%N/A
2020
17.17%13.51%
2019
22.76%21.35%
2018
-7.70%-7.93%
2017
18.65%15.80%
2016
7.11%7.93%
2015
-0.64%-2.77%
2014
5.61%5.71%
2013
20.06%21.31%
2012
14.06%13.42%
2011
-3.77%-3.80%
2010
15.66%13.49%
2009
35.71%29.37%
2008
N/A-34.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.58%N/AN/AN/A
20236.08%3.64%-3.67%9.92%
2022-5.71%-13.21%-5.20%7.10%
20212.92%6.30%-0.21%4.37%
2020-16.20%17.65%6.03%12.09%
201910.23%3.26%0.54%7.27%
2018-0.13%1.25%2.96%-11.34%
20175.66%3.52%4.05%4.25%
20160.27%2.04%4.31%0.36%
20153.09%0.05%-7.31%3.93%
20141.95%3.82%-1.93%1.74%
20135.59%0.38%6.91%5.96%
20129.97%-2.77%5.21%1.40%
20113.92%0.12%-13.06%6.39%
20104.04%-8.04%11.36%8.55%
2009-4.56%18.44%15.07%4.33%
2008-18.83%N/AN/AN/A

Rank in category (by total return)

YTD73
1-month78
3-month80
1-year82
3-year71
5-year45

Load adjusted returns

1-year15.69%
3-year2.46%
5-year9.04%
10-year7.07%