Nasdaq - Delayed Quote USD

Fidelity Advisor Balanced Fund (FZAAX)

28.06 -0.03 (-0.11%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.24%
5y Average Return 10.46%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Apr 23, 2024) 24.24%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 24.24%
Worst 3Y Total Return 5.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FZAAX
Category
YTD
7.17%
9.69%
1-Month
2.44%
0.91%
3-Month
7.17%
5.21%
1-Year
21.25%
27.06%
3-Year
6.56%
11.00%
5-Year
11.71%
10.26%
10-Year
9.63%
8.34%
Last Bull Market
29.54%
15.58%
Last Bear Market
-13.80%
-12.16%

Annual Total Return (%) History

Year
FZAAX
Category
2024
--
--
2023
21.68%
--
2022
-18.15%
--
2021
18.32%
--
2020
22.57%
11.72%
2019
24.24%
19.23%
2018
-4.06%
-5.76%
2017
16.51%
13.21%

2016
7.37%
7.34%
2015
0.40%
-1.93%
2014
10.29%
6.21%
2013
--
16.48%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.17% -- -- --
2023 7.55% 5.98% -2.88% 9.92%
2022 -4.98% -13.80% -4.95% 5.13%
2021 4.36% 6.46% -0.22% 6.73%
2020 -13.50% 18.02% 7.77% 11.41%
2019 10.55% 3.71% 1.03% 7.26%
2018 0.09% 3.11% 3.98% -10.59%
2017 5.59% 2.91% 3.51% 3.58%
2016 0.22% 2.29% 3.86% 0.85%
2015 2.21% 0.09% -6.00% 4.41%

2014 1.94% 4.00% 0.76% 3.24%
2013 7.36% -- -- --

Rank in Category (By Total Return)

YTD 11
1-Month 51
3-Month 11
1-Year 9
3-Year 7
5-Year 1

Load Adjusted Returns

1-Year 21.25%
3-Year 6.56%
5-Year 11.71%
10-Year 9.63%

Performance & Risk

YTD Return 4.24%
5y Average Return 10.46%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Fidelity Investments
Net Assets 8.28B
YTD Return 7.17%
Yield 1.58%
Morningstar Rating
Inception Date Sep 03, 1996

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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