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Fidelity Advisor Asset Manager 85% Z (FIQCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.62+0.15 (+0.57%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.32%
5-Year Average Return10.10%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jul 4, 2024)26.35%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return26.35%
Worst 3-Yr Total Return4.39%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFIQCXCategory
YTD8.45%13.38%
1-Month1.59%1.16%
3-Month1.55%6.75%
1-Year15.56%40.77%
3-Year3.40%13.59%
5-Year9.93%13.52%
10-Year8.19%10.48%
Last Bull Market21.85%21.11%
Last Bear Market-15.07%-19.34%

Annual Total Return (%) History

Year
FIQCXCategory
2024
N/AN/A
2023
19.15%N/A
2022
-18.59%N/A
2021
17.26%N/A
2020
19.44%15.41%
2019
26.35%24.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.80%1.55%N/AN/A
20236.96%4.55%-3.96%10.94%
2022-6.22%-15.07%-5.63%8.30%
20214.02%7.28%-0.38%5.48%
2020-18.97%20.38%7.08%14.35%
201911.97%3.58%0.26%8.66%

Rank In Category (By Total Return)

YTD46
1-Month29
3-Month33
1-Year49
3-Year49
5-Year25

Load Adjusted Returns

1-Year15.56%
3-Year3.40%
5-Year9.93%
10-Year8.19%