Fidelity Advisor New Insights Class A: (MF: FNIAX)
(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET
$39.61 USD
+0.51 (1.30%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -5.56 | 53 |
3 months | -5.56 | 53 |
6 months | -1.57 | 25 |
1 Year | 9.29 | 6 |
3 Year | 11.92 | 1 |
5 Year | 18.65 | 15 |
10 Year | 12.44 | 16 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -46.82 |
Bull Market (2/09 - 3/21) | 940.66 |
Load Adjusted Returns as of Mar 31, 2025
1 Year | 3.35 |
5 Year | 17.33 |
10 Year | 11.82 |
Since Inception | 11.61 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -5.56 | NA | NA | NA |
2024 | 16.57 | 7.00 | 3.77 | 4.22 |
2023 | 10.14 | 11.45 | -0.61 | 11.46 |
2022 | -10.37 | -19.40 | -4.22 | 4.82 |
2021 | 2.53 | 11.96 | 0.41 | 7.83 |
2020 | -17.89 | 24.33 | 11.33 | 8.77 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -5.56 | 34.91 | 35.98 | -27.48 | 24.30 | 23.62 | 29.17 | -4.45 | 28.02 | 6.26 | 2.42 |
% Total Return Rel to Index | -1.29 | 9.89 | 9.74 | -9.27 | -4.38 | 5.22 | -2.31 | -0.05 | 6.22 | -5.67 | 1.03 |
% Total Return Rel to Peer | -0.53 | 15.51 | 12.98 | -7.78 | 2.24 | 3.71 | 0.74 | 2.41 | 7.34 | -1.55 | 4.02 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 3.00 | 3.00 | 3.00 | 2.00 | 1.00 | 4.00 | 2.00 |
% Dividends | 0.00 | 0.01 | 0.06 | 0.12 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 | 0.03 | 0.01 |
% Yield | 0.00 | 0.03 | 0.02 | 0.39 | 0.00 | 0.00 | 0.12 | 0.00 | 0.00 | 0.12 | 0.05 |
Capital Gains ($) | 0.54 | 2.41 | 1.95 | 3.71 | 5.09 | 2.97 | 2.04 | 3.65 | 2.38 | 1.28 | 1.13 |
Expense Ratio | 0.00 | 0.90 | 0.68 | 0.70 | 0.93 | 1.10 | 1.07 | 1.04 | 0.93 | 0.88 | 0.91 |
* 1 = Top 20%, 5 = Bottom 20%