FZANX
Fidelity Adv New Insights-Z
$43.55
0.06 (0.14%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 21594.224M |
| 52 Week High | 43.55 |
| 52 Week Low | 29.637 |
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Key Data
| Symbol | FZANX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 43.55 |
| Price Yesterday | 43.49 |
| Market Cap | 21,594.22 |
| YTD Return | 28.21% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0028 |
Overview
| 52 Week High | 43.55 |
|---|---|
| 52 Week Low | 29.64 |
| Market Cap | 21,594.22M |
| Shares Outstanding | 495.85M |
| Income Dividend Yield | 0.42% |
| Long Term Dividend Yield | 3.98% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.40% |
Returns Annualized
| One Day | 41.59% |
|---|---|
| Five Days | 207.88% |
| One Months | 95.24% |
| Three Months | 45.28% |
| Six Months | 64.61% |
| Nine Months | 58.18% |
| One Year | 43.79% |
| Three Years | 10.84% |
| Five Years | 15.64% |
| Ten Years | 13.57% |
| YTD | 61.96% |
| Since Inception | 14.39% |
Returns Total
| One Day | 0.14% |
|---|---|
| Five Days | 2.25% |
| One Month | 5.45% |
| Three Months | 9.61% |
| Six Months | 27.76% |
| Nine Months | 40.49% |
| One Year | 43.73% |
| Three Years | 35.97% |
| Five Years | 106.44% |
| Ten Years | 255.95% |
| YTD | 28.21% |
| Since Inception | 330.38% |
Yearly Returns
| 2024 | 28.21% |
|---|---|
| 2023 | 36.43% |
| 2022 | -27.21% |
| 2021 | 24.79% |
| 2020 | 24.09% |
| 2019 | 29.60% |
| 2018 | -4.06% |
| 2017 | 28.53% |
| 2016 | 6.68% |
| 2015 | 2.78% |
Risk against SP-DA
| Alpha | 12.38% |
|---|---|
| Beta | 1.12 |
| Correlation | 95.35% |
| Downside Deviation | 2.26% |
| Coefficient of determination | 90.91% |
| Standard Deviation | 3.76% |
| Sharpe Ratio | 1.16 |
| Sortino | 6.67 |
| Treynor | 34.44 |
| Ulcer Index | 2.03 |
| Ulcer Performance Index | 7.41 |