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Fidelity Advisor Small Cap Value Z (FIKNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.42-0.02 (-0.10%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.13%
5-year average return11.52%
Number of years up4
Number of years down1
Best 1-yr total return (9 May 2024)38.32%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return38.32%
Worst 3-yr total return10.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFIKNXCategory
YTD-1.11%26.79%
1-month-7.03%-1.77%
3-month1.66%4.45%
1-year16.04%71.02%
3-year2.64%9.35%
5-year10.29%12.17%
10-year8.82%9.95%
Last bull market28.32%28.07%
Last bear market-15.20%-24.24%

Annual total return (%) history

Year
FIKNXCategory
2024
N/AN/A
2023
17.94%N/A
2022
-13.07%N/A
2021
38.32%N/A
2020
11.35%4.02%
2019
20.97%21.43%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.36%N/AN/AN/A
20231.97%3.59%-2.28%14.26%
2022-1.67%-15.20%-5.90%10.78%
202122.20%5.51%1.53%5.68%
2020-32.07%17.40%4.80%33.23%
201910.81%1.85%1.40%5.71%

Rank in category (by total return)

YTD46
1-month91
3-month54
1-year44
3-year51
5-year18

Load adjusted returns

1-year16.04%
3-year2.64%
5-year10.29%
10-year8.82%