Nasdaq - Delayed Quote USD
Fidelity Advisor Asset Manager 30% Z (FIKWX)
11.67
+0.03
+(0.26%)
At close: 6:49:15 PM EDT
Fund Summary
The fund allocates its assets among three main asset classes: the stock class (equity securities of all types, including funds that invest in such securities), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds, and funds that invest in such securities), and the short-term/money market class (fixed-income securities of all types maturing in one year or less, including funds that invest in such securities).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.47% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -1.51% |
| 5y Average Return | 4.56% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.68 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FIKWX | Category Average | FIKWX | Category Average | FIKWX | Category Average | |
| Alpha | -1.57 | -0.01 | -1.17 | -0.01 | -0.48 | -0 |
| BETA | 0.68 | 0.01 | 0.67 | 0.01 | 0.65 | 0.01 |
| Mean Annual Return | 0.25 | 0.01 | 0.49 | 0.01 | 0.37 | 0.01 |
| R-squared | 97.51 | 0.92 | 96.53 | 0.91 | 95.4 | 0.91 |
| Standard Deviation | 8.65 | 0.1 | 7.86 | 0.08 | 6.69 | 0.07 |
| Sharpe Ratio | -0.18 | 0.01 | 0.39 | 0.01 | 0.36 | 0.01 |
| Treynor Ratio | -2.9 | 0.09 | 4.33 | 0.08 | 3.49 | 0.07 |
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