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Nasdaq - Delayed Quote USD
Fidelity Advisor Asset Manager 20% I (FTIWX)
13.40
-0.21
(-1.54%)
At close: April 4 at 8:03:51 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.75% |
| 5y Average Return | 4.35% |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 3, 2025) | 10.63% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 10.63% |
| Worst 3Y Total Return | 0.23% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FTIWX
Category
- YTD
- 1.05%
- 3.28%
- 1-Month
- -0.96%
- 0.61%
- 3-Month
- 1.05%
- 3.02%
- 1-Year
- 4.56%
- 11.74%
- 3-Year
- 2.36%
- 6.56%
- 5-Year
- 4.23%
- 5.38%
- 10-Year
- 3.33%
- 4.87%
- Last Bull Market
- 7.30%
- 8.64%
- Last Bear Market
- -6.24%
- -5.09%
Annual Total Return (%) History
Year
FTIWX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 1.05% | -- | -- | -- |
| 2024 | 1.82% | 0.75% | 4.31% | -1.53% |
| 2023 | 3.09% | 0.81% | -2.32% | 6.31% |
| 2022 | -3.85% | -6.24% | -3.14% | 2.76% |
| 2021 | -0.54% | 2.99% | 0.11% | 1.39% |
| 2020 | -5.41% | 7.44% | 2.20% | 4.52% |
| 2019 | 4.37% | 2.20% | 1.35% | 2.33% |
| 2018 | -0.57% | 0.59% | 1.05% | -2.72% |
| 2017 | 2.09% | 1.50% | 1.68% | 1.48% |
| 2016 | 1.72% | 2.00% | 1.88% | -0.96% |
| 2015 | 1.74% | -0.77% | -2.09% | 0.81% |
| 2014 | 1.53% | 2.02% | -0.69% | 1.08% |
| 2013 | 1.83% | -0.99% | 2.48% | 1.82% |
| 2012 | 3.41% | 0.24% | 2.45% | 0.49% |
| 2011 | 1.71% | 0.92% | -2.58% | 2.58% |
| 2010 | 2.44% | -0.88% | 4.67% | 2.56% |
| 2009 | -0.07% | 8.81% | 7.62% | 2.06% |
| 2008 | -2.48% | -0.19% | -4.46% | -7.70% |
| 2007 | 1.71% | 1.30% | 1.66% | 0.10% |
Rank in Category (By Total Return)
| YTD | 65 |
| 1-Month | 50 |
| 3-Month | 65 |
| 1-Year | 71 |
| 3-Year | 52 |
| 5-Year | 54 |
Load Adjusted Returns
| 1-Year | 4.56% |
| 3-Year | 2.36% |
| 5-Year | 4.23% |
| 10-Year | 3.33% |
Performance & Risk
| YTD Return | 0.75% |
| 5y Average Return | 4.35% |
| Rank in Category (ytd) | 65 |
| % 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 | 1.05% |
| Yield | 3.29% |
| Morningstar Rating | |
| Inception Date | Oct 01, 1992 |
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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