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Fidelity Advisor Value Fund (FVIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.15+0.38 (+1.03%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.23%
5-year average return13.01%
Number of years up15
Number of years down5
Best 1-yr total return (20 Jun 2024)43.23%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return43.23%
Worst 3-yr total return3.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFVIFXCategory
YTD8.03%21.28%
1-month4.68%-1.96%
3-month5.54%4.90%
1-year32.90%55.83%
3-year7.30%11.08%
5-year15.65%11.93%
10-year9.62%10.64%
Last bull market30.40%25.54%
Last bear market-14.99%-22.08%

Annual total return (%) history

Year
FVIFXCategory
2024
N/AN/A
2023
19.67%N/A
2022
-9.14%N/A
2021
35.12%N/A
2020
9.86%2.63%
2019
31.73%25.18%
2018
-17.54%-12.86%
2017
15.32%13.22%
2016
15.93%18.06%
2015
-6.52%-5.41%
2014
11.55%9.31%
2013
36.72%35.14%
2012
21.40%16.60%
2011
-6.82%-3.96%
2010
22.03%21.92%
2009
43.23%35.41%
2008
-46.37%-36.77%
2007
1.96%0.83%
2006
14.65%15.87%
2005
13.43%8.82%
2004
20.13%17.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.29%N/AN/AN/A
20231.30%4.95%-0.59%13.24%
20220.66%-14.99%-6.45%13.49%
202118.42%7.27%-1.85%8.38%
2020-37.15%25.74%7.46%29.37%
201916.47%3.22%-0.18%9.77%
2018-4.31%3.61%2.78%-19.08%
20174.71%2.31%3.03%4.48%
20162.63%1.65%5.67%5.17%
20153.03%-0.13%-10.60%1.62%
20143.77%5.22%-3.17%5.51%
201313.29%3.13%7.18%9.18%
201214.17%-5.09%7.41%4.31%
20117.31%-2.27%-20.75%12.13%
20108.93%-12.17%12.61%13.27%
2009-14.42%26.80%27.05%3.88%
2008-9.22%-2.39%-11.83%-31.35%
20074.67%6.31%-1.62%-6.86%
20066.45%-2.86%3.66%6.96%
20050.66%3.61%4.59%3.99%
20044.65%3.50%0.00%10.92%

Rank in category (by total return)

YTD26
1-month9
3-month14
1-year8
3-year16
5-year6

Load adjusted returns

1-year32.90%
3-year7.30%
5-year15.65%
10-year9.62%