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Fidelity Advisor Mega Cap Stock I (FTRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.71+0.10 (+0.41%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.89%
5-year average return17.10%
Number of years up12
Number of years down3
Best 1-yr total return (17 Jun 2024)33.18%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return33.18%
Worst 3-yr total return7.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFTRIXCategory
YTD14.74%5.31%
1-month4.79%-4.19%
3-month7.46%3.90%
1-year32.36%20.31%
3-year11.39%6.48%
5-year17.72%11.78%
10-year12.44%10.96%
Last bull market25.82%25.56%
Last bear market-15.60%-15.11%

Annual total return (%) history

Year
FTRIXCategory
2024
N/AN/A
2023
26.46%22.32%
2022
-9.01%-16.96%
2021
26.22%26.07%
2020
12.95%15.83%
2019
31.12%28.78%
2018
-7.21%-6.27%
2017
17.77%20.44%
2016
13.68%10.37%
2015
-1.45%-1.07%
2014
11.59%10.96%
2013
33.18%31.50%
2012
19.48%14.96%
2011
2.28%-1.27%
2010
14.35%14.01%
2009
28.55%28.17%
2008
N/A-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.59%N/AN/AN/A
20237.80%7.45%-0.97%10.24%
20220.36%-15.60%-5.79%14.02%
202111.90%7.36%-1.62%6.79%
2020-22.96%17.45%5.05%18.84%
201912.50%3.35%0.92%11.75%
2018-2.98%3.61%7.44%-14.08%
20174.13%2.54%4.27%5.78%
2016-0.90%1.36%6.47%6.30%
2015-0.30%1.64%-8.51%6.31%
20141.56%4.93%1.27%3.40%
20139.36%4.47%5.60%10.39%
201214.80%-4.15%8.28%0.28%
20115.02%-0.57%-13.08%12.69%
20105.57%-12.82%10.96%11.98%
2009-12.23%18.36%16.72%6.01%
2008-4.25%-9.19%-21.36%N/A

Rank in category (by total return)

YTD6
1-month38
3-month3
1-year8
3-year3
5-year2

Load adjusted returns

1-year32.36%
3-year11.39%
5-year17.72%
10-year12.44%