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Fidelity Advisor Asset Manager 60% - Class M: (MF: FSATX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$15.51 USD
+0.15 (0.98%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.45 | 83 |
| 3 months | -0.45 | 83 |
| 6 months | -2.55 | 89 |
| 1 Year | 3.69 | 82 |
| 3 Year | 3.02 | 71 |
| 5 Year | 9.04 | 42 |
| 10 Year | 5.72 | 28 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -38.87 |
| Bull Market (2/09 - 3/21) | 305.11 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 0.18 |
| 5 Year | 8.29 |
| 10 Year | 5.36 |
| Since Inception | 4.97 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.45 | NA | NA | NA |
| 2024 | 4.56 | 0.99 | 5.36 | -2.11 |
| 2023 | 5.52 | 2.80 | -3.73 | 9.35 |
| 2022 | -5.73 | -12.24 | -5.12 | 6.07 |
| 2021 | 1.97 | 5.60 | -0.31 | 3.63 |
| 2020 | -14.17 | 15.70 | 5.14 | 10.52 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.45 | 8.91 | 14.20 | -16.75 | 11.24 | 15.41 | 19.94 | -7.11 | 15.81 | 6.20 | -1.11 |
| % Total Return Rel to Index | 3.81 | -16.10 | -12.04 | 1.44 | -17.43 | -2.99 | -11.54 | -2.72 | -5.98 | -5.73 | -2.50 |
| % Total Return Rel to Peer | -1.51 | -0.03 | 3.07 | -5.38 | 1.13 | 7.76 | 5.62 | -1.72 | 4.96 | 0.71 | 2.09 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 3.00 | 1.00 | 2.00 | 4.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.24 | 0.20 | 0.21 | 0.13 | 0.07 | 0.13 | 0.12 | 0.08 | 0.08 | 0.12 |
| % Yield | 0.00 | 1.49 | 1.58 | 1.58 | 0.79 | 0.51 | 0.97 | 1.01 | 0.62 | 0.77 | 1.14 |
| Capital Gains ($) | 0.00 | 0.18 | 0.00 | 0.28 | 0.19 | 0.12 | 0.33 | 0.32 | 0.22 | 0.02 | 0.24 |
| Expense Ratio | 0.00 | 1.18 | 1.23 | 1.23 | 1.24 | 1.25 | 1.25 | 1.26 | 1.27 | 1.28 | 1.28 |
* 1 = Top 20%, 5 = Bottom 20%