FINQX
Fidelity Advisor Equity-Income Fund Class M
Mutual fund
$91.45+0.12 (+0.13%)Close Oct 2, 2026
Mar 20, 2026 – Oct 2, 2026, Dividends reinvested
- Final balance
- $10,884
- CAGR
- —
- Max drawdown
- −4.82%
- Sharpe ratio
- 1.73
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Growth of $10,000
Trailing returns (%)
- 1M
- −3.31%
- 3M
- −0.82%
- 6M
- +6.83%
- Since 2026
- +8.84%
Metrics
Since 2026| Volatility | 9.45% |
|---|---|
| Sortino ratio | 2.79 |
| Calmar ratio | — |
| Best year | — |
| Worst year | — |
| Positive years | — |
| Longest drawdown | 2 months |
Worst drawdowns
Since 2026| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −4.8% | Aug 2026 | Sep 2026 | Not yet | 2 months so far |
| −2.0% | Mar 2026 | Mar 2026 | Apr 2026 | 1 week |
| −1.6% | May 2026 | May 2026 | May 2026 | 2 weeks |
| −1.3% | Jun 2026 | Jun 2026 | Jun 2026 | 1 week |
| −1.2% | Jul 2026 | Jul 2026 | Jul 2026 | 3 weeks |
Annual returns
2026 from Mar 20