UK markets closed

Fidelity Advisor Value M (FTVFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
35.64-0.27 (-0.75%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.18%
5-year average return11.79%
Number of years up15
Number of years down5
Best 1-yr total return (4 Jul 2024)42.56%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return42.56%
Worst 3-yr total return2.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFTVFXCategory
YTD2.87%21.28%
1-month-4.55%-1.96%
3-month-5.75%4.90%
1-year15.54%55.83%
3-year5.53%11.08%
5-year12.18%11.93%
10-year8.14%10.64%
Last bull market30.12%25.54%
Last bear market-15.11%-22.08%

Annual total return (%) history

Year
FTVFXCategory
2024
N/AN/A
2023
19.10%N/A
2022
-9.60%N/A
2021
34.43%N/A
2020
9.19%2.63%
2019
30.96%25.18%
2018
-17.99%-12.86%
2017
14.67%13.22%
2016
15.27%18.06%
2015
-6.97%-5.41%
2014
10.96%9.31%
2013
35.95%35.14%
2012
20.79%16.60%
2011
-7.34%-3.96%
2010
21.45%21.92%
2009
42.56%35.41%
2008
-46.63%-36.77%
2007
1.38%0.83%
2006
14.13%15.87%
2005
12.88%8.82%
2004
19.49%17.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.15%-5.75%N/AN/A
20231.19%4.79%-0.70%13.11%
20220.55%-15.11%-6.57%13.34%
202118.28%7.10%-1.93%8.21%
2020-37.25%25.51%7.30%29.21%
201916.28%3.05%-0.32%9.64%
2018-4.42%3.43%2.64%-19.17%
20174.57%2.14%2.88%4.35%
20162.47%1.53%5.48%5.04%
20152.90%-0.22%-10.71%1.48%
20143.62%5.12%-3.33%5.37%
201313.15%2.94%7.07%9.01%
201214.05%-5.25%7.23%4.24%
20117.15%-2.44%-20.88%12.04%
20108.74%-12.23%12.48%13.13%
2009-14.44%26.47%26.93%3.79%
2008-9.28%-2.56%-11.93%-31.45%
20074.49%6.10%-1.69%-6.98%
20066.26%-2.95%3.54%6.88%
20050.58%3.46%4.46%3.84%
20044.45%3.50%-0.18%10.73%

Rank in category (by total return)

YTD65
1-month100
3-month89
1-year23
3-year45
5-year12

Load adjusted returns

1-year11.49%
3-year4.28%
5-year11.38%
10-year7.75%