Back to top
Fidelity Advisor Leveraged Company Stock Cl A: (MF: FLSAX)
(NASDAQ Mutual Funds) As of May 24, 2024 08:00 PM ET
$49.79 USD
+0.80 (1.63%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.57 | 7 |
| 3 months | 8.12 | 2 |
| 6 months | 28.13 | 6 |
| 1 Year | 29.54 | 18 |
| 3 Year | 4.74 | 50 |
| 5 Year | 12.06 | 33 |
| 10 Year | 8.71 | 67 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 419.99 |
| Bear Market (10/07 - 2/09) | -63.34 |
| Bull Market (2/09 - 3/21) | 828.63 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 28.10 |
| 5 Year | 13.15 |
| 10 Year | 8.72 |
| Since Inception | 11.98 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.51 | NA | NA | NA |
| 2023 | 7.28 | 8.24 | -3.03 | 11.73 |
| 2022 | -7.53 | -19.06 | -2.90 | 5.38 |
| 2021 | 9.74 | 7.14 | -0.31 | 6.78 |
| 2020 | -31.32 | 32.13 | 17.11 | 21.31 |
| 2019 | 18.49 | -0.47 | -1.63 | 11.60 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.57 | 25.81 | -23.42 | 25.15 | 28.91 | 29.47 | -16.06 | 17.32 | 9.04 | -5.76 | 5.34 |
| % Total Return Rel to Index | 3.52 | -0.43 | -5.21 | -3.53 | 10.51 | -2.02 | -11.67 | -4.47 | -2.89 | -7.15 | -8.29 |
| % Total Return Rel to Peer | 4.73 | 2.81 | -3.72 | 3.09 | 9.00 | 1.04 | -9.20 | -3.35 | 1.22 | -4.16 | -2.85 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 3.00 | 2.00 | 3.00 | 5.00 | 4.00 | 3.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.11 | 0.16 | 0.07 | 0.00 | 0.00 | 0.00 | 0.28 | 0.32 | 0.26 | 0.28 |
| % Yield | 0.00 | 0.23 | 0.36 | 0.10 | 0.00 | 0.00 | 0.00 | 0.47 | 0.54 | 0.47 | 0.48 |
| Capital Gains ($) | 0.00 | 5.40 | 4.98 | 5.25 | 1.42 | 1.99 | 5.12 | 12.62 | 7.99 | 0.00 | 0.01 |
| Expense Ratio | 1.04 | 1.05 | 1.04 | 1.05 | 1.07 | 1.07 | 1.06 | 1.07 | 1.07 | 1.07 | 1.07 |
* 1 = Top 20%, 5 = Bottom 20%