Nasdaq - Delayed Quote USD
Fidelity Advisor Growth & Income Z (FGIZX)
43.39
0.00
(0.00%)
At close: 8:01:41 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.63% |
| 5y Average Return | 13.52% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Jan 15, 2025) | 30.68% |
| Worst 1Y Total Return (Jan 15, 2025) | -- |
| Best 3Y Total Return | 30.68% |
| Worst 3Y Total Return | 8.56% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FGIZX
Category
- YTD
- 21.59%
- 5.31%
- 1-Month
- -4.28%
- -4.19%
- 3-Month
- 0.81%
- 3.90%
- 1-Year
- 21.59%
- 20.31%
- 3-Year
- 11.15%
- 6.48%
- 5-Year
- 13.23%
- 11.78%
- 10-Year
- 11.35%
- 10.96%
- Last Bull Market
- 17.80%
- 25.56%
- Last Bear Market
- -12.11%
- -15.11%
Annual Total Return (%) History
Year
FGIZX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 10.51% | 2.99% | 5.97% | 0.81% |
| 2023 | 4.92% | 5.58% | -2.11% | 9.22% |
| 2022 | 0.61% | -12.11% | -4.58% | 13.01% |
| 2021 | 11.46% | 7.25% | -2.15% | 7.62% |
| 2020 | -23.60% | 15.73% | 3.78% | 17.35% |
| 2019 | 13.05% | 2.98% | 0.98% | 11.16% |
| 2018 | -3.42% | 3.87% | 6.93% | -15.23% |
| 2017 | 2.21% | 4.08% | 6.09% | -- |
Rank in Category (By Total Return)
| YTD | 57 |
| 1-Month | 76 |
| 3-Month | 66 |
| 1-Year | 57 |
| 3-Year | 5 |
| 5-Year | 55 |
Load Adjusted Returns
| 1-Year | 21.59% |
| 3-Year | 11.15% |
| 5-Year | 13.23% |
| 10-Year | 11.35% |
Performance & Risk
| YTD Return | 2.63% |
| 5y Average Return | 13.52% |
| Rank in Category (ytd) | 57 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Fidelity Investments |
| Net Assets | 1.24B |
| YTD Return | 21.59% |
| Yield | 1.44% |
| Morningstar Rating | |
| Inception Date | Dec 31, 1996 |
Fund Summary
The fund invests a majority of assets in common stocks with a focus on those that pay current dividends and show potential for capital appreciation. It invests in bonds, including lower-quality debt securities, as well as stocks that are not currently paying dividends, but offer prospects for future income or capital appreciation. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.
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