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Nasdaq - Delayed Quote USD

Fidelity Advisor Asset Manager 20% M (FTDWX)

13.36
-0.01
(-0.07%)
At close: 8:04:15 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.39%
5y Average Return 2.91%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (Apr 15, 2025) 10.06%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 10.06%
Worst 3Y Total Return -0.28%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FTDWX
Category
YTD
0.90%
3.28%
1-Month
-0.93%
0.61%
3-Month
0.90%
3.02%
1-Year
4.05%
11.74%
3-Year
1.84%
6.56%
5-Year
3.71%
5.38%
10-Year
2.80%
4.87%
Last Bull Market
6.95%
8.64%
Last Bear Market
-6.38%
-5.09%

Annual Total Return (%) History

Year
FTDWX
Category
2025
--
--
2024
4.86%
--
2023
7.35%
--
2022
-10.74%
--
2021
3.48%
--
2020
7.96%
7.29%
2019
10.06%
11.20%
2018
-2.22%
-3.14%

2017
6.37%
6.25%
2016
4.13%
5.55%
2015
-0.86%
-2.07%
2014
3.45%
3.54%
2013
4.65%
4.02%
2012
6.16%
8.35%
2011
2.08%
2.01%
2010
8.35%
9.73%
2009
18.85%
19.26%
2008
-14.67%
-16.22%
2007
4.29%
4.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.90% -- -- --
2024 1.69% 0.62% 4.20% -1.64%
2023 2.95% 0.70% -2.45% 6.15%
2022 -4.00% -6.38% -3.28% 2.67%
2021 -0.61% 2.80% -0.01% 1.30%
2020 -5.57% 7.33% 2.09% 4.34%
2019 4.23% 2.01% 1.24% 2.25%
2018 -0.79% 0.45% 0.99% -2.85%
2017 1.94% 1.36% 1.47% 1.45%
2016 1.54% 1.87% 1.68% -0.99%

2015 1.58% -0.90% -2.22% 0.72%
2014 1.37% 1.90% -0.83% 0.99%
2013 1.74% -1.13% 2.28% 1.71%
2012 3.25% 0.18% 2.24% 0.39%
2011 1.56% 0.80% -2.72% 2.50%
2010 2.27% -1.10% 4.63% 2.38%
2009 -0.15% 8.57% 7.43% 2.05%
2008 -2.65% -0.24% -4.60% -7.90%
2007 1.55% 1.22% 1.55% -0.08%

Rank in Category (By Total Return)

YTD 74
1-Month 48
3-Month 74
1-Year 83
3-Year 73
5-Year 69

Load Adjusted Returns

1-Year 0.41%
3-Year 0.63%
5-Year 2.97%
10-Year 2.43%

Performance & Risk

YTD Return -0.39%
5y Average Return 2.91%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.54
Morningstar Risk Rating

Fund Overview

Category Allocation--15% to 30% Equity
Fund Family Fidelity Investments
Net Assets 5.41B
YTD Return 0.90%
Yield 2.80%
Morningstar Rating
Inception Date Oct 02, 2018

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).

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