Nasdaq - Delayed Quote USD

Fidelity Advisor Value Z (FVLZX)

32.89
+0.60
+(1.86%)
At close: 6:49:17 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.95%
5y Average Return 18.97%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 6, 2025) 35.31%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 35.31%
Worst 3Y Total Return 6.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FVLZX
Category
YTD
-9.18%
21.28%
1-Month
-3.98%
-1.96%
3-Month
-11.82%
4.90%
1-Year
-2.76%
55.83%
3-Year
4.97%
11.08%
5-Year
17.37%
11.93%
10-Year
7.94%
10.64%
Last Bull Market
15.47%
25.54%
Last Bear Market
-14.96%
-22.08%

Annual Total Return (%) History

Year
FVLZX
Category
2025
--
--
2024
10.58%
--
2023
19.90%
--
2022
-9.03%
--
2021
35.31%
--
2020
9.95%
2.63%
2019
31.94%
25.18%
2018
-17.45%
-12.86%

2017
--
13.22%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.42% -- -- --
2024 9.32% -5.60% 8.84% -1.55%
2023 1.36% 4.99% -0.56% 13.31%
2022 0.72% -14.96% -6.41% 13.49%
2021 18.48% 7.31% -1.82% 8.40%
2020 -37.16% 25.77% 7.52% 29.37%
2019 16.55% 3.23% -0.13% 9.81%
2018 -4.27% 3.65% 2.78% -19.06%
2017 2.31% 3.07% 4.49% --

Rank in Category (By Total Return)

YTD 92
1-Month 62
3-Month 86
1-Year 89
3-Year 54
5-Year 10

Load Adjusted Returns

1-Year -2.76%
3-Year 4.97%
5-Year 17.37%
10-Year 7.94%

Performance & Risk

YTD Return -7.95%
5y Average Return 18.97%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Fidelity Investments
Net Assets 317.75M
YTD Return -9.18%
Yield 1.04%
Morningstar Rating
Inception Date Dec 23, 2003

Fund Summary

The fund invests primarily in common stocks. It invests in securities of companies that possess valuable fixed assets or that Fidelity Management & Research Company (FMR) believes are undervalued in the marketplace in relation to factors such as assets, earnings, or growth potential (stocks of these companies are often called "value" stocks). The fund adviser focuses investments in medium-sized companies, but also may invest substantially in larger or small companies. The fund invests in domestic and foreign issuers.

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