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Fidelity Advisor Asset Manager 20% C (FTCWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
13.55-0.02 (-0.15%)
At close: 06:26PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.81%
5-Year Average Return2.20%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (Nov 5, 2024)18.10%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return18.10%
Worst 3-Yr Total Return-0.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFTCWXCategory
YTD4.35%3.28%
1-Month-1.71%0.61%
3-Month0.66%3.02%
1-Year12.27%11.74%
3-Year-0.33%6.56%
5-Year2.13%5.38%
10-Year2.36%4.87%
Last Bull Market9.26%8.64%
Last Bear Market-6.46%-5.09%

Annual Total Return (%) History

Year
FTCWXCategory
2024
N/AN/A
2023
6.85%N/A
2022
-11.18%N/A
2021
2.96%N/A
2020
7.40%7.29%
2019
9.53%11.20%
2018
-2.73%-3.14%
2017
5.87%6.25%
2016
3.55%5.55%
2015
-1.36%-2.07%
2014
2.96%3.54%
2013
4.09%4.02%
2012
5.67%8.35%
2011
1.58%2.01%
2010
7.82%9.73%
2009
18.10%19.26%
2008
-15.06%-16.22%
2007
3.74%4.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.55%0.49%4.03%N/A
20232.83%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%
20194.16%1.87%1.12%2.08%
2018-0.86%0.32%0.85%-3.02%
20171.87%1.24%1.35%1.28%
20161.39%1.76%1.62%-1.23%
20151.43%-1.04%-2.35%0.63%
20141.30%1.69%-0.95%0.90%
20131.54%-1.25%2.16%1.63%
20123.10%0.07%2.12%0.30%
20111.48%0.68%-2.83%2.32%
20102.18%-1.23%4.51%2.22%
2009-0.42%8.56%7.30%1.82%
2008-2.78%-0.44%-4.64%-7.96%
20071.42%1.11%1.35%-0.18%

Rank In Category (By Total Return)

YTD83
1-Month39
3-Month78
1-Year84
3-Year73
5-Year76

Load Adjusted Returns

1-Year11.27%
3-Year-0.33%
5-Year2.13%
10-Year2.36%