Nasdaq - Delayed Quote USD
Fidelity Advisor Balanced A (FABLX)
At close: 8:06 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 15.13% |
| 5y Average Return | 11.45% |
| Number of Years Up | 21 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 30, 2024) | 27.23% |
| Worst 1Y Total Return (Oct 30, 2024) | -- |
| Best 3Y Total Return | 27.23% |
| Worst 3Y Total Return | 5.23% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FABLX
Category
- YTD
- 15.08%
- 9.69%
- 1-Month
- 1.65%
- 0.91%
- 3-Month
- 4.64%
- 5.21%
- 1-Year
- 26.38%
- 27.06%
- 3-Year
- 6.64%
- 11.00%
- 5-Year
- 11.90%
- 10.26%
- 10-Year
- 9.50%
- 8.34%
- Last Bull Market
- 19.83%
- 15.58%
- Last Bear Market
- -13.89%
- -12.16%
Annual Total Return (%) History
Year
FABLX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.06% | 2.73% | 4.64% | -- |
| 2023 | 7.42% | 5.88% | -2.96% | 9.82% |
| 2022 | -5.07% | -13.89% | -5.04% | 5.05% |
| 2021 | 4.26% | 6.37% | -0.30% | 6.62% |
| 2020 | -13.57% | 17.88% | 7.73% | 11.26% |
| 2019 | 10.44% | 3.60% | 0.97% | 7.12% |
| 2018 | 0.00% | 2.96% | 3.92% | -10.70% |
| 2017 | 5.48% | 2.81% | 3.44% | 3.49% |
| 2016 | 0.11% | 2.18% | 3.79% | 0.72% |
| 2015 | 2.09% | 0.00% | -6.09% | 4.34% |
| 2014 | 1.86% | 3.86% | 0.68% | 3.12% |
| 2013 | 5.82% | 0.78% | 5.10% | 7.25% |
| 2012 | 9.07% | -1.77% | 4.82% | 0.08% |
| 2011 | 4.16% | 0.15% | -8.50% | 6.20% |
| 2010 | 4.03% | -5.77% | 8.03% | 6.95% |
| 2009 | -4.74% | 13.62% | 13.43% | 3.64% |
| 2008 | -7.54% | 0.82% | -13.11% | -15.86% |
| 2007 | 2.99% | 5.01% | 1.93% | -1.58% |
| 2006 | 4.46% | -1.42% | 2.82% | 5.31% |
| 2005 | -1.66% | -0.44% | 4.55% | 2.86% |
| 2004 | 0.94% | -1.19% | 0.45% | 5.00% |
| 2003 | 0.01% | 10.10% | 1.60% | 5.37% |
| 2002 | -0.39% | -7.72% | -6.15% | 5.72% |
| 2001 | -5.21% | 4.05% | -8.10% | 8.43% |
| 2000 | 0.42% | -0.77% | -0.23% | -4.84% |
| 1999 | 1.93% | 3.21% | -5.31% | 5.20% |
| 1998 | 8.32% | 2.73% | -5.87% | 10.31% |
| 1997 | 1.38% | 12.45% | 4.79% | 2.21% |
| 1996 | 6.21% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 14 |
| 1-Month | 40 |
| 3-Month | 82 |
| 1-Year | 13 |
| 3-Year | 17 |
| 5-Year | 4 |
Load Adjusted Returns
| 1-Year | 19.11% |
| 3-Year | 4.56% |
| 5-Year | 10.58% |
| 10-Year | 8.86% |
Performance & Risk
| YTD Return | 15.13% |
| 5y Average Return | 11.45% |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Fidelity Investments |
| Net Assets | 48.57B |
| YTD Return | 15.08% |
| Yield | 1.40% |
| Morningstar Rating | |
| Inception Date | May 09, 2008 |
Fund Summary
The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.
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