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FSOAX

Fidelity Advisor Value Strategies Fund Class A

$53.92−1.03 (−1.87%)Close Nov 12, 2026

Jan 28, 1994 – Nov 12, 2026, Dividends reinvested

Final balance
$121,981
CAGR
+7.93%
Max drawdown
−70.02%
Sharpe ratio
0.45

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Growth of $10,000

Trailing returns

FSOAX's average annual return was 12.85% over the last 10 years and 9.13% over the last 20 years, through Nov 12, 2026. $10,000 in FSOAX on Nov 11, 2016 grew to $33,492 by Nov 12, 2026, with dividends reinvested.

Total

1M
+5.93%
3M
−1.43%
6M
+8.53%
YTD
+28.35%
1Y
+31.79%

Per year

3Y
+19.97%
5Y
+11.13%
10Y
+12.85%
15Y
+12.51%
20Y
+9.13%
25Y
+9.71%
30Y
+8.09%
Since 1994
+7.93%

Annual returns

1994 from Jan 28 · 2026 through Nov 12

FSOAX returns by year

YearReturn
2026 through Nov 12+28.35%
2025+8.02%
2024+8.95%
2023+20.24%
2022−7.61%
2021+32.95%
2020+7.95%
2019+34.16%
2018−17.02%
2017+18.87%
2016+11.01%
2015−2.88%
2014+6.18%
2013+30.02%

Metrics

Since 1994
Volatility22.33%
Sortino ratio0.63
Calmar ratio0.11
Best year, 2003+60.34%
Worst year, 2008−51.24%
Positive years22 of 31
Longest drawdown5.5 years

Worst drawdowns

Since 1994
DeclinePeakBottomRecoveredLength
−70.0%Jul 2007Mar 2009Jan 20135.5 years
−48.0%Jan 2020Mar 2020Nov 202010 months
−43.3%Jun 2001Oct 2002Sep 20032.2 years
−38.8%Oct 1997Oct 1998May 20013.6 years
−26.9%Nov 2024Apr 2025Dec 20251 year