Nasdaq - Delayed Quote USD
Fidelity Advisor Asset Manager 20% C (FTCWX)
As of 8:06 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.12% |
| 5y Average Return | 2.37% |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 22, 2024) | 18.10% |
| Worst 1Y Total Return (Oct 22, 2024) | -- |
| Best 3Y Total Return | 18.10% |
| Worst 3Y Total Return | -0.77% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FTCWX
Category
- YTD
- 6.16%
- 3.28%
- 1-Month
- 1.11%
- 0.61%
- 3-Month
- 4.03%
- 3.02%
- 1-Year
- 12.52%
- 11.74%
- 3-Year
- 0.62%
- 6.56%
- 5-Year
- 2.61%
- 5.38%
- 10-Year
- 2.62%
- 4.87%
- Last Bull Market
- 9.26%
- 8.64%
- Last Bear Market
- -6.46%
- -5.09%
Annual Total Return (%) History
Year
FTCWX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.55% | 0.49% | 4.03% | -- |
| 2023 | 2.83% | 0.57% | -2.52% | 5.99% |
| 2022 | -4.09% | -6.46% | -3.43% | 2.52% |
| 2021 | -0.77% | 2.69% | -0.07% | 1.10% |
| 2020 | -5.74% | 7.23% | 1.98% | 4.19% |
| 2019 | 4.16% | 1.87% | 1.12% | 2.08% |
| 2018 | -0.86% | 0.32% | 0.85% | -3.02% |
| 2017 | 1.87% | 1.24% | 1.35% | 1.28% |
| 2016 | 1.39% | 1.76% | 1.62% | -1.23% |
| 2015 | 1.43% | -1.04% | -2.35% | 0.63% |
| 2014 | 1.30% | 1.69% | -0.95% | 0.90% |
| 2013 | 1.54% | -1.25% | 2.16% | 1.63% |
| 2012 | 3.10% | 0.07% | 2.12% | 0.30% |
| 2011 | 1.48% | 0.68% | -2.83% | 2.32% |
| 2010 | 2.18% | -1.23% | 4.51% | 2.22% |
| 2009 | -0.42% | 8.56% | 7.30% | 1.82% |
| 2008 | -2.78% | -0.44% | -4.64% | -7.96% |
| 2007 | 1.42% | 1.11% | 1.35% | -0.18% |
Rank in Category (By Total Return)
| YTD | 87 |
| 1-Month | 84 |
| 3-Month | 86 |
| 1-Year | 82 |
| 3-Year | 75 |
| 5-Year | 77 |
Load Adjusted Returns
| 1-Year | 11.52% |
| 3-Year | 0.62% |
| 5-Year | 2.61% |
| 10-Year | 2.62% |
Performance & Risk
| YTD Return | 5.12% |
| 5y Average Return | 2.37% |
| Rank in Category (ytd) | 87 |
| % 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 | 5.38B |
| YTD Return | 6.16% |
| Yield | 2.25% |
| Morningstar Rating | |
| Inception Date | Oct 02, 2006 |
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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