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Fidelity Advisor Asset Manager 30% A (FTAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.62+0.02 (+0.17%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.67%
5-year average return3.85%
Number of years up12
Number of years down4
Best 1-yr total return (5 May 2024)23.20%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return23.20%
Worst 3-yr total return0.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFTAAXCategory
YTD0.00%5.91%
1-month-2.35%0.61%
3-month-0.08%4.02%
1-year4.57%18.59%
3-year-0.33%8.56%
5-year3.49%7.44%
10-year3.67%6.20%
Last bull market11.66%11.89%
Last bear market-8.07%-8.23%

Annual total return (%) history

Year
FTAAXCategory
2024
N/AN/A
2023
9.46%N/A
2022
-12.57%N/A
2021
5.68%N/A
2020
10.84%8.86%
2019
13.05%14.81%
2018
-3.24%-5.04%
2017
9.18%9.86%
2016
5.17%6.62%
2015
-0.60%-2.32%
2014
4.47%4.02%
2013
7.72%7.23%
2012
8.24%9.40%
2011
1.48%1.70%
2010
10.62%10.03%
2009
23.20%20.77%
2008
-19.88%-18.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.41%N/AN/AN/A
20233.81%1.21%-2.83%7.22%
2022-4.56%-8.07%-3.78%3.57%
20210.03%3.53%0.05%2.00%
2020-7.71%9.85%3.00%6.15%
20195.60%2.46%1.19%3.26%
2018-0.70%0.61%1.43%-4.51%
20172.89%1.87%2.08%2.03%
20161.50%2.17%2.31%-0.88%
20152.01%-0.72%-3.24%1.43%
20141.73%2.45%-1.00%1.24%
20132.58%-0.93%3.36%2.56%
20124.74%-0.23%2.99%0.58%
20112.14%0.83%-4.64%3.33%
20102.92%-2.20%6.16%3.51%
2009-0.76%10.97%9.28%2.37%
2008-3.67%-0.52%-6.39%-10.67%

Rank in category (by total return)

YTD65
1-month22
3-month66
1-year79
3-year58
5-year64

Load adjusted returns

1-year-1.44%
3-year-2.28%
5-year2.27%
10-year3.06%