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Fidelity Advisor Balanced I (FAIOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.25+0.07 (+0.25%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.81%
5-Year Average Return10.36%
Number of Years Up22
Number of Years Down6
Best 1 Yr Total Return (Apr 28, 2024)27.58%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return27.58%
Worst 3-Yr Total Return5.50%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFAIOXCategory
YTD7.10%9.69%
1-Month2.40%0.91%
3-Month7.10%5.21%
1-Year21.07%27.06%
3-Year6.42%11.00%
5-Year11.56%10.26%
10-Year9.48%8.34%
Last Bull Market29.44%15.58%
Last Bear Market-13.83%-12.16%

Annual Total Return (%) History

Year
FAIOXCategory
2024
N/AN/A
2023
21.53%N/A
2022
-18.25%N/A
2021
18.18%N/A
2020
22.42%11.72%
2019
24.09%19.23%
2018
-4.17%-5.76%
2017
16.36%13.21%
2016
7.22%7.34%
2015
0.27%-1.93%
2014
10.13%6.21%
2013
20.47%16.48%
2012
12.69%11.72%
2011
1.70%-0.11%
2010
13.57%11.83%
2009
27.58%24.13%
2008
-31.65%-28.00%
2007
8.81%5.99%
2006
11.89%11.29%
2005
5.47%5.13%
2004
5.53%8.86%
2003
18.17%20.35%
2002
-8.60%-12.02%
2001
-1.39%-5.05%
2000
-5.20%1.82%
1999
5.14%10.71%
1998
16.06%13.52%
1997
22.92%19.63%
1996
8.68%13.70%
1995
N/A25.63%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.10%N/AN/AN/A
20237.50%5.95%-2.91%9.90%
2022-5.02%-13.83%-4.98%5.11%
20214.32%6.43%-0.24%6.70%
2020-13.55%17.99%7.79%11.34%
201910.55%3.63%1.01%7.24%
20180.09%3.03%3.99%-10.65%
20175.59%2.83%3.48%3.56%
20160.16%2.30%3.83%0.79%
20152.21%0.01%-6.03%4.39%
20141.94%3.96%0.72%3.17%
20135.86%0.89%5.15%7.28%
20129.07%-1.72%4.95%0.16%
20114.23%0.28%-8.44%6.26%
20104.12%-5.77%8.17%7.00%
2009-4.68%13.70%13.49%3.72%
2008-7.50%0.94%-13.06%-15.80%
20073.13%5.08%1.97%-1.53%
20064.60%-1.33%2.85%5.42%
2005-1.65%-0.37%4.63%2.87%
20041.06%-1.12%0.51%5.08%
20030.15%10.15%1.58%5.45%
2002-0.32%-7.71%-6.03%5.75%
2001-5.11%4.15%-8.03%8.49%
20000.41%-0.71%-0.06%-4.86%
19991.97%3.35%-5.28%5.33%
19988.45%2.82%-5.79%10.49%
19971.55%12.58%5.04%2.36%
1996-1.51%1.04%2.60%6.44%
19953.89%N/AN/AN/A

Rank In Category (By Total Return)

YTD13
1-Month54
3-Month13
1-Year10
3-Year10
5-Year2

Load Adjusted Returns

1-Year21.07%
3-Year6.42%
5-Year11.56%
10-Year9.48%