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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

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 10.63%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 4

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

Risk Statistics

3 Years 5 Years 10 Years
FTIWXCategory AverageFTIWXCategory AverageFTIWXCategory Average
Alpha -1.97 -0 -1.74 -0.01 -0.76 0
BETA 0.54 0.01 0.52 0.01 0.5 0.01
Mean Annual Return 0.21 0.01 0.36 0 0.29 0
R-squared 95.88 0.84 94.05 0.83 91.24 0.83
Standard Deviation 7.01 0.07 6.25 0.06 5.23 0.05
Sharpe Ratio -0.28 0.01 0.25 0.01 0.28 0.01
Treynor Ratio -4.16 0.1 2.76 0.08 2.74 0.08

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