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Fidelity Advisor Financials Z (FIKBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.05+0.04 (+0.12%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.63%
5-year average return12.61%
Number of years up4
Number of years down1
Best 1-yr total return (15 May 2024)34.31%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return34.31%
Worst 3-yr total return6.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFIKBXCategory
YTD6.03%23.64%
1-month-4.34%-3.05%
3-month4.78%5.29%
1-year27.03%61.45%
3-year5.50%10.74%
5-year10.92%14.55%
10-year10.06%11.64%
Last bull market35.43%28.35%
Last bear market-14.44%-25.24%

Annual total return (%) history

Year
FIKBXCategory
2024
N/AN/A
2023
14.50%N/A
2022
-8.53%N/A
2021
33.55%N/A
2020
0.20%-1.15%
2019
34.31%28.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.83%N/AN/AN/A
2023-5.84%2.93%0.40%17.65%
2022-1.24%-14.44%-1.66%10.07%
202118.47%5.99%2.83%3.43%
2020-35.57%18.94%0.00%30.75%
201910.19%7.40%3.16%10.02%

Rank in category (by total return)

YTD39
1-month39
3-month30
1-year19
3-year30
5-year18

Load adjusted returns

1-year27.03%
3-year5.50%
5-year10.92%
10-year10.06%