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Fidelity Advisor Leveraged Co StkI (FLVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.08-0.19 (-0.36%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.56%
5-year average return15.01%
Number of years up17
Number of years down6
Best 1-yr total return (27 Jun 2024)60.21%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return60.21%
Worst 3-yr total return2.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFLVIXCategory
YTD15.71%5.31%
1-month5.51%-4.19%
3-month4.91%3.90%
1-year38.77%20.31%
3-year6.62%6.48%
5-year16.37%11.78%
10-year9.36%10.96%
Last bull market35.24%25.56%
Last bear market-19.01%-15.11%

Annual total return (%) history

Year
FLVIXCategory
2024
N/AN/A
2023
26.15%22.32%
2022
-23.21%-16.96%
2021
25.45%26.07%
2020
29.24%15.83%
2019
29.83%28.78%
2018
-15.83%-6.27%
2017
17.64%20.44%
2016
9.32%10.37%
2015
-5.52%-1.07%
2014
5.64%10.96%
2013
36.81%31.50%
2012
29.68%14.96%
2011
-10.44%-1.27%
2010
24.71%14.01%
2009
60.21%28.17%
2008
-53.67%-37.79%
2007
19.70%6.16%
2006
16.97%14.17%
2005
17.64%5.88%
2004
23.83%10.02%
2003
91.94%27.05%
2002
-1.47%-22.25%
2001
8.03%-13.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.60%N/AN/AN/A
20237.36%8.32%-2.96%11.79%
2022-7.47%-19.01%-2.85%5.48%
20219.80%7.22%-0.27%6.85%
2020-31.31%32.26%17.19%21.39%
201918.58%-0.41%-1.59%11.71%
2018-2.28%4.55%1.43%-18.78%
20176.34%1.01%3.72%5.59%
2016-2.12%-0.06%6.17%5.26%
20154.15%1.15%-12.46%2.44%
20141.55%5.32%-1.83%0.61%
201313.52%3.16%7.48%8.70%
201217.73%-4.00%7.70%6.54%
20118.17%-1.89%-26.61%14.99%
20107.82%-11.39%10.40%18.24%
2009-11.14%37.60%25.00%4.82%
2008-9.12%17.37%-31.21%-36.86%
20076.97%12.67%0.35%-1.03%
20069.66%-0.10%-1.05%7.91%
20055.54%2.60%6.95%1.59%
20045.68%2.30%-1.01%15.71%
20032.42%44.18%7.00%21.48%
2002-3.03%-15.52%-5.94%27.86%
2001-2.08%9.21%-17.98%23.16%

Rank in category (by total return)

YTD4
1-month9
3-month12
1-year2
3-year74
5-year12

Load adjusted returns

1-year38.77%
3-year6.62%
5-year16.37%
10-year9.36%