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Fidelity Advisor Value Strategies A (FSOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.880.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.96%
5-year average return12.57%
Number of years up21
Number of years down6
Best 1-yr total return (20 Jun 2024)58.67%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return58.67%
Worst 3-yr total return2.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFSOAXCategory
YTD6.78%21.28%
1-month4.53%-1.96%
3-month4.57%4.90%
1-year30.43%55.83%
3-year7.59%11.08%
5-year14.82%11.93%
10-year9.53%10.64%
Last bull market27.71%25.54%
Last bear market-13.10%-22.08%

Annual total return (%) history

Year
FSOAXCategory
2024
N/AN/A
2023
20.20%N/A
2022
-7.61%N/A
2021
32.93%N/A
2020
7.95%2.63%
2019
34.18%25.18%
2018
-17.65%-12.86%
2017
18.85%13.22%
2016
10.94%18.06%
2015
-2.86%-5.41%
2014
6.17%9.31%
2013
30.02%35.14%
2012
26.63%16.60%
2011
-9.58%-3.96%
2010
26.19%21.92%
2009
58.67%35.41%
2008
-51.26%-36.77%
2007
5.31%0.83%
2006
15.83%15.87%
2005
2.40%8.82%
2004
14.56%17.85%
2003
60.34%33.85%
2002
-26.13%-13.25%
2001
12.39%6.67%
2000
11.37%18.45%
1999
18.96%8.50%
1998
0.69%1.94%
1997
25.92%25.58%
1996
N/A21.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.39%N/AN/AN/A
20231.18%6.12%0.20%11.74%
20220.54%-13.10%-7.12%13.86%
202116.77%6.19%-2.08%9.47%
2020-35.02%22.06%6.01%28.38%
201917.55%3.58%0.65%9.50%
2018-4.84%4.07%1.76%-18.28%
20176.14%2.87%3.67%5.00%
2016-0.59%2.11%4.54%4.54%
20154.40%1.04%-11.05%3.52%
20140.87%4.84%-1.26%1.68%
201310.00%1.95%6.00%9.37%
201215.08%-2.63%7.15%5.47%
20116.00%0.08%-24.21%12.46%
201011.03%-11.75%12.53%14.45%
2009-10.95%34.47%27.64%3.82%
2008-11.57%-3.49%-13.65%-33.85%
20077.27%7.60%-3.05%-5.88%
20067.26%-3.51%2.66%9.03%
2005-6.02%2.09%2.02%4.63%
20047.40%-1.63%-6.88%16.44%
2003-5.96%30.65%14.35%14.13%
20022.29%-15.99%-18.76%5.81%
20012.99%17.52%-28.66%30.15%
200012.22%-9.60%12.66%-2.55%
1999-5.88%23.86%-2.34%4.50%
199813.47%-8.32%-17.95%17.95%
1997-4.19%17.82%17.99%-5.46%
19961.52%N/AN/AN/A

Rank in category (by total return)

YTD40
1-month15
3-month29
1-year16
3-year14
5-year8

Load adjusted returns

1-year22.93%
3-year5.49%
5-year13.47%
10-year8.88%