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Fidelity Advisor Asset Manager 85% A (FEYAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.27+0.17 (+0.65%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.84%
5-year average return9.47%
Number of years up12
Number of years down5
Best 1-yr total return (1 Jul 2024)38.42%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return38.42%
Worst 3-yr total return3.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFEYAXCategory
YTD6.63%13.38%
1-month3.44%1.16%
3-month2.61%6.75%
1-year18.42%40.77%
3-year2.94%13.59%
5-year10.43%13.52%
10-year7.88%10.48%
Last bull market21.63%21.11%
Last bear market-15.16%-19.34%

Annual total return (%) history

Year
FEYAXCategory
2024
N/AN/A
2023
18.67%N/A
2022
-18.88%N/A
2021
16.79%N/A
2020
18.98%15.41%
2019
25.86%24.78%
2018
-9.47%-9.27%
2017
21.83%18.41%
2016
7.13%8.45%
2015
-0.95%-1.74%
2014
5.58%5.50%
2013
24.87%26.84%
2012
15.57%15.29%
2011
-6.31%-4.13%
2010
16.20%14.83%
2009
38.42%30.03%
2008
-38.73%-38.64%
2007
7.69%7.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.71%1.48%N/AN/A
20236.85%4.49%-4.03%10.75%
2022-6.29%-15.16%-5.72%8.21%
20213.91%7.20%-0.50%5.38%
2020-19.05%20.30%6.97%14.22%
201911.83%3.49%0.16%8.58%
20180.05%1.39%3.56%-13.83%
20176.65%4.00%4.62%4.99%
2016-0.39%1.82%4.91%0.68%
20153.37%0.24%-8.87%4.90%
20141.94%4.15%-2.33%1.81%
20136.68%0.93%8.12%7.26%
201211.77%-3.85%5.97%1.48%
20114.43%-0.29%-16.22%7.39%
20104.31%-10.58%13.03%10.22%
2009-6.38%20.68%16.82%4.87%
2008-9.85%-0.79%-13.31%-20.98%
20072.70%5.69%2.00%-2.74%

Rank in category (by total return)

YTD69
1-month82
3-month75
1-year82
3-year61
5-year40

Load adjusted returns

1-year11.61%
3-year0.93%
5-year9.13%
10-year7.25%