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Fidelity Advisor Small Cap Value Z (FIKNX)

20.79 +0.39 (+1.91%)
At close: November 5 at 6:46 PM EST

Fund Summary

The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies with small market capitalizations. The fund invests in securities of companies that Fidelity Management & Research Company LLC (FMR) believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry (stocks of these companies are often called "value" stocks). It invests in domestic and foreign issuers.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 38.32%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 1

Performance & Risk

YTD Return 7.99%
5y Average Return 11.55%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
FIKNXCategory AverageFIKNXCategory AverageFIKNXCategory Average
Alpha -4.66 -0.12 -2.82 -0.08 -2.66 -0.07
BETA 1 0.01 1.1 0.01 1.05 0.01
Mean Annual Return 0.68 0.01 1.26 0.01 0.98 0.01
R-squared 64.05 0.78 67.57 0.72 68.02 0.73
Standard Deviation 21.92 0.28 24.11 0.23 19.41 0.2
Sharpe Ratio 0.2 0 0.52 0.01 0.52 0.01
Treynor Ratio 2.16 0.06 9.5 0.09 8.14 0.08

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