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
| Year | Return |
|---|---|
| 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| Volatility | 22.33% |
|---|---|
| Sortino ratio | 0.63 |
| Calmar ratio | 0.11 |
| Best year, 2003 | +60.34% |
| Worst year, 2008 | −51.24% |
| Positive years | 22 of 31 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 1994| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −70.0% | Jul 2007 | Mar 2009 | Jan 2013 | 5.5 years |
| −48.0% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −43.3% | Jun 2001 | Oct 2002 | Sep 2003 | 2.2 years |
| −38.8% | Oct 1997 | Oct 1998 | May 2001 | 3.6 years |
| −26.9% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |