Singapore markets closed

Fidelity Advisor Balanced M (FAIGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
28.12+0.26 (+0.93%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.22%
5-year average return9.90%
Number of years up27
Number of years down9
Best 1-yr total return (2 May 2024)26.94%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return26.94%
Worst 3-yr total return4.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFAIGXCategory
YTD3.50%9.69%
1-month-3.25%0.91%
3-month2.24%5.21%
1-year14.93%27.06%
3-year3.45%11.00%
5-year9.57%10.26%
10-year8.60%8.34%
Last bull market19.73%15.58%
Last bear market-13.93%-12.16%

Annual total return (%) history

Year
FAIGXCategory
2024
N/AN/A
2023
20.97%N/A
2022
-18.68%N/A
2021
17.60%N/A
2020
21.82%11.72%
2019
23.39%19.23%
2018
-4.64%-5.76%
2017
15.78%13.21%
2016
6.71%7.34%
2015
-0.23%-1.93%
2014
9.58%6.21%
2013
19.95%16.48%
2012
12.10%11.72%
2011
1.20%-0.11%
2010
13.01%11.83%
2009
26.94%24.13%
2008
-31.98%-28.00%
2007
8.22%5.99%
2006
11.29%11.29%
2005
4.97%5.13%
2004
4.97%8.86%
2003
17.55%20.35%
2002
-9.07%-12.02%
2001
-1.91%-5.05%
2000
-5.71%1.82%
1999
4.50%10.71%
1998
15.45%13.52%
1997
22.33%19.63%
1996
8.43%13.70%
1995
14.06%25.63%
1994
-5.09%-2.52%
1993
19.66%11.37%
1992
9.20%7.73%
1991
34.48%24.89%
1990
-2.94%-1.10%
1989
24.60%19.04%
1988
20.89%12.38%
1987
N/A2.33%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.98%N/AN/AN/A
20237.40%5.81%-3.01%9.76%
2022-5.13%-13.93%-5.12%4.96%
20214.21%6.30%-0.36%6.55%
2020-13.62%17.83%7.61%11.22%
201910.36%3.49%0.90%7.08%
2018-0.09%2.97%3.81%-10.71%
20175.42%2.72%3.34%3.46%
20160.05%2.16%3.69%0.68%
20152.02%-0.06%-6.15%4.27%
20141.79%3.82%0.61%3.07%
20135.77%0.72%5.05%7.18%
20128.99%-1.88%4.79%0.03%
20114.13%0.09%-8.55%6.18%
20104.00%-5.85%8.00%6.87%
2009-4.80%13.58%13.35%3.57%
2008-7.55%0.75%-13.14%-15.93%
20072.97%4.97%1.80%-1.64%
20064.44%-1.47%2.74%5.27%
2005-1.78%-0.50%4.52%2.76%
20040.94%-1.31%0.38%4.98%
20030.01%9.97%1.53%5.27%
2002-0.45%-7.81%-6.20%5.62%
2001-5.25%4.04%-8.20%8.39%
20000.30%-0.88%-0.23%-4.94%
19991.76%3.20%-5.40%5.19%
19988.31%2.67%-5.86%10.28%
19971.37%12.56%4.89%2.21%
1996-1.52%0.98%2.54%6.33%
19953.15%4.30%2.76%3.17%
1994-3.06%-2.29%2.49%-2.23%
19937.99%4.14%3.74%2.56%
19922.41%1.87%3.77%0.86%
199114.15%3.99%7.71%5.18%
1990-3.25%2.79%-8.52%6.68%
19896.06%8.90%6.33%1.46%
198810.59%6.35%1.11%1.66%
1987-0.36%5.20%-15.57%N/A

Rank in category (by total return)

YTD13
1-month50
3-month18
1-year11
3-year18
5-year5

Load adjusted returns

1-year10.90%
3-year2.23%
5-year8.79%
10-year8.22%