Nasdaq - Delayed Quote USD

Fidelity Advisor Leveraged Co Stk Z (FZAKX)

52.51 -0.29 (-0.55%)
As of 8:06 AM EDT. Market Open.

Fund Summary

The fund normally invests at least 80% of assets in stocks. It normally invests primarily in common stocks of leveraged companies (companies that issue lower-quality debt and other companies with leveraged capital structures). The fund potentially invests in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 30.00%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 3

Performance & Risk

YTD Return 16.82%
5y Average Return 15.63%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
FZAKXCategory AverageFZAKXCategory AverageFZAKXCategory Average
Alpha -3.01 -0.01 -1.93 -0.01 -5.04 -0.01
BETA 1.14 0.01 1.28 0.01 1.27 0.01
Mean Annual Return 0.73 0.01 1.54 0.01 0.94 0.01
R-squared 91.76 0.94 89.53 0.95 87.38 0.95
Standard Deviation 21.16 0.17 24.65 0.19 20.82 0.15
Sharpe Ratio 0.26 0 0.66 0.01 0.47 0.01
Treynor Ratio 3.06 0.03 11.14 0.1 6.23 0.1

Related Tickers