Fidelity Advisor New Insights Fund Class I (FINSX)

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Fidelity Advisor New Insights Fund Class I (FINSX) is up 9.6% since the beginning of the year. FINSX is currently trading at $53 per share. Investors who bought $1,000 worth of FINSX shares 5 years ago would now be looking at an investment worth $2,057.

Fidelity Advisor New Insights Fund Class I (FINSX) has returned 9.55% so far this year and 28.11% over the past 12 months. Looking at the last ten years, FINSX has achieved an annualized return of 16.55%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.

Based on dividend-adjusted daily data since Jan 8, 2003, FINSX's average daily return is +0.05%, while the average monthly return is +1.05%. At this rate, an investment would double in approximately 5.5 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +13.7%, while the worst month was Jul 2003 at -17.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FINSX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +10.3%, while the worst single day was Jul 31, 2003 at -17.4%.

Fidelity Advisor New Insights Fund Class I has an annualized alpha of 3.40%, beta of 0.91, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since January 09, 2003.

• This fund captured 100.53% of S&P 500 Index gains but only 87.80% of its losses - a favorable profile for investors.
• This fund generated an annualized alpha of 3.40% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 0.91 and R2 of 0.85, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

FINSX has an expense ratio of 0.68%, placing it in the medium range.

FINSX ranks 50 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class I (FINSX) and compare them to S&P 500 Index.

Fidelity Advisor New Insights Fund Class I provided a 8.05% dividend yield over the last twelve months, with an annual payout of $4.29 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Fidelity Advisor New Insights Fund Class I. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Fidelity Advisor New Insights Fund Class I. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fidelity Advisor New Insights Fund Class I was 48.25%, occurring on Mar 9, 2009. Recovery took 540 trading sessions.

The current Fidelity Advisor New Insights Fund Class I drawdown is 0.37%.

The chart below shows the rolling one-month volatility.