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Fidelity Advisor Large Cap I (FALIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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50.30-0.09 (-0.18%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.84%
5-year average return15.39%
Number of years up19
Number of years down8
Best 1-yr total return (27 Jun 2024)50.72%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return50.72%
Worst 3-yr total return7.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFALIXCategory
YTD14.68%5.31%
1-month4.58%-4.19%
3-month7.54%3.90%
1-year32.04%20.31%
3-year10.86%6.48%
5-year16.50%11.78%
10-year11.72%10.96%
Last bull market26.93%25.56%
Last bear market-14.10%-15.11%

Annual total return (%) history

Year
FALIXCategory
2024
N/AN/A
2023
23.47%22.32%
2022
-7.91%-16.96%
2021
25.80%26.07%
2020
8.87%15.83%
2019
31.72%28.78%
2018
-9.15%-6.27%
2017
18.50%20.44%
2016
16.92%10.37%
2015
-3.41%-1.07%
2014
10.27%10.96%
2013
39.59%31.50%
2012
20.81%14.96%
2011
-1.47%-1.27%
2010
18.23%14.01%
2009
50.72%28.17%
2008
-47.37%-37.79%
2007
12.81%6.16%
2006
13.07%14.17%
2005
11.60%5.88%
2004
6.05%10.02%
2003
24.79%27.05%
2002
-22.98%-22.25%
2001
-17.49%-13.50%
2000
-14.21%-6.31%
1999
29.42%20.16%
1998
36.14%22.39%
1997
24.34%28.37%
1996
N/A20.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.99%N/AN/AN/A
20236.46%6.80%-1.05%9.74%
20220.02%-14.10%-4.82%12.62%
202112.21%7.18%-1.99%6.73%
2020-25.31%17.33%4.24%19.18%
201914.07%2.73%0.28%12.08%
2018-2.73%4.02%7.19%-16.24%
20174.47%2.19%4.69%6.03%
2016-1.08%2.31%7.97%7.00%
20150.92%1.45%-10.28%5.15%
20142.88%3.83%0.44%2.78%
201311.02%5.01%7.77%11.10%
201215.63%-5.15%8.92%1.14%
20115.51%-1.22%-15.85%12.35%
20108.23%-13.69%11.76%13.24%
2009-5.92%25.57%21.56%4.95%
2008-13.09%-5.10%-12.65%-26.95%
20071.40%9.17%3.47%-1.51%
20065.20%-3.39%4.03%6.94%
2005-3.45%2.29%6.40%6.20%
20041.16%1.02%-5.09%9.34%
2003-2.74%12.39%3.28%10.52%
20020.46%-12.71%-16.82%5.60%
2001-14.23%6.46%-18.68%11.12%
20004.22%-3.47%-3.08%-12.02%
19997.89%2.22%-2.76%20.68%
199813.67%4.86%-7.64%23.67%
1997-2.09%15.47%9.47%0.47%
19963.38%4.90%6.14%N/A

Rank in category (by total return)

YTD6
1-month52
3-month3
1-year9
3-year5
5-year10

Load adjusted returns

1-year32.04%
3-year10.86%
5-year16.50%
10-year11.72%