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Fidelity Advisor Balanced Fund (FZAAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.42+0.27 (+0.96%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.47%
5-Year Average Return10.59%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)24.24%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return24.24%
Worst 3-Yr Total Return5.62%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFZAAXCategory
YTD3.76%9.69%
1-Month-3.18%0.91%
3-Month2.43%5.21%
1-Year15.67%27.06%
3-Year4.10%11.00%
5-Year10.26%10.26%
10-Year9.29%8.34%
Last Bull Market20.04%15.58%
Last Bear Market-13.80%-12.16%

Annual Total Return (%) History

Year
FZAAXCategory
2024
N/AN/A
2023
21.68%N/A
2022
-18.15%N/A
2021
18.32%N/A
2020
22.57%11.72%
2019
24.24%19.23%
2018
-4.06%-5.76%
2017
16.51%13.21%
2016
7.37%7.34%
2015
0.40%-1.93%
2014
10.29%6.21%
2013
N/A16.48%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.17%N/AN/AN/A
20237.55%5.98%-2.88%9.92%
2022-4.98%-13.80%-4.95%5.13%
20214.36%6.46%-0.22%6.73%
2020-13.50%18.02%7.77%11.41%
201910.55%3.71%1.03%7.26%
20180.09%3.11%3.98%-10.59%
20175.59%2.91%3.51%3.58%
20160.22%2.29%3.86%0.85%
20152.21%0.09%-6.00%4.41%
20141.94%4.00%0.76%3.24%
20137.36%N/AN/AN/A

Rank In Category (By Total Return)

YTD9
1-Month44
3-Month14
1-Year9
3-Year8
5-Year2

Load Adjusted Returns

1-Year15.67%
3-Year4.10%
5-Year10.26%
10-Year9.29%