Fidelity Advisor New Insights Fund Class A (FNIAX)
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in domestic and foreign issuers. The fund invests in securities of companies whose value the adviser believes is not fully recognized by the public. It invests in either "growth" stocks or "value" stocks or both. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments.
Fund Info
US3160712085
Jul 31, 2003
$0
Large-Cap
Growth
Expense Ratio
FNIAX has a high expense ratio of 0.93%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Fidelity Advisor New Insights Fund Class A (FNIAX) returned 3.73% year-to-date (YTD) and 16.65% over the past 12 months. Over the past 10 years, FNIAX delivered an annualized return of 13.40%, outperforming the S&P 500 benchmark at 10.84%.
FNIAX
3.73%
8.59%
4.09%
16.65%
20.05%
16.78%
13.40%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of FNIAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.75% | -2.65% | -7.40% | 1.09% | 8.67% | 3.73% | |||||||
| 2024 | 4.09% | 8.68% | 3.04% | -4.14% | 6.62% | 4.70% | -1.49% | 3.05% | 2.22% | -0.36% | 4.87% | -0.22% | 34.94% |
| 2023 | 7.02% | -2.25% | 5.25% | 2.67% | 2.39% | 6.01% | 4.18% | -1.06% | -3.58% | -1.21% | 8.12% | 4.37% | 35.97% |
| 2022 | -7.30% | -4.47% | 2.57% | -11.35% | -0.29% | -8.82% | 8.84% | -4.14% | -8.20% | 5.18% | 5.45% | -5.57% | -26.57% |
| 2021 | -0.98% | 2.05% | 1.47% | 6.75% | 0.56% | 4.30% | 1.90% | 4.55% | -5.75% | 6.85% | -0.14% | 1.11% | 24.37% |
| 2020 | 1.03% | -6.71% | -12.88% | 13.67% | 6.01% | 3.17% | 7.00% | 8.99% | -4.53% | -2.73% | 8.43% | 3.12% | 23.62% |
| 2019 | 9.92% | 2.65% | 2.15% | 4.38% | -5.11% | 6.52% | 0.62% | -2.14% | -0.82% | 2.30% | 4.00% | 2.24% | 29.17% |
| 2018 | 8.19% | -3.05% | -2.52% | 1.50% | 2.98% | 0.88% | 1.90% | 3.44% | 0.14% | -9.47% | 1.39% | -8.74% | -4.67% |
| 2017 | 3.52% | 3.66% | 1.00% | 2.18% | 2.72% | -0.00% | 3.19% | 0.85% | 1.45% | 3.94% | 1.96% | 0.63% | 28.07% |
| 2016 | -5.81% | -1.15% | 6.43% | 1.13% | 1.81% | -1.44% | 4.65% | 0.48% | 0.69% | -1.74% | 0.96% | 0.64% | 6.30% |
| 2015 | -2.55% | 5.80% | -0.33% | 0.04% | 1.69% | -0.54% | 2.32% | -6.03% | -2.87% | 6.80% | 0.73% | -2.03% | 2.34% |
| 2014 | -1.03% | 5.63% | -1.89% | -1.86% | 2.46% | 3.03% | -2.22% | 3.96% | -1.73% | 1.61% | 1.59% | 0.22% | 9.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FNIAX is 64, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class A (FNIAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Fidelity Advisor New Insights Fund Class A provided a 6.53% dividend yield over the last twelve months, with an annual payout of $2.77 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.77 | $2.43 | $2.01 | $4.37 | $5.08 | $2.98 | $2.08 | $3.65 | $2.39 | $1.32 | $1.15 | $2.03 |
Dividend yield | 6.53% | 5.85% | 6.18% | 17.12% | 12.63% | 8.14% | 6.48% | 13.78% | 7.61% | 4.99% | 4.40% | 7.60% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor New Insights Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.54 | $0.00 | $0.00 | $0.00 | $0.54 | |||||||
| 2024 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.23 | $2.43 |
| 2023 | $0.00 | $0.40 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.61 | $2.01 |
| 2022 | $0.54 | $0.54 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.30 | $4.37 |
| 2021 | $0.00 | $0.91 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.18 | $5.08 |
| 2020 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.77 | $2.98 |
| 2019 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.91 | $2.08 |
| 2018 | $0.00 | $0.68 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.97 | $3.65 |
| 2017 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.13 | $2.39 |
| 2016 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.09 | $1.32 |
| 2015 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 | $1.15 |
| 2014 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.95 | $2.03 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Advisor New Insights Fund Class A. 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 A was 49.35%, occurring on Mar 9, 2009. Recovery took 750 trading sessions.
The current Fidelity Advisor New Insights Fund Class A drawdown is 3.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.35% | Nov 7, 2007 | 334 | Mar 9, 2009 | 750 | Feb 28, 2012 | 1084 |
| -31.99% | Nov 22, 2021 | 226 | Oct 14, 2022 | 317 | Jan 22, 2024 | 543 |
| -31.95% | Feb 20, 2020 | 23 | Mar 23, 2020 | 75 | Jul 9, 2020 | 98 |
| -22% | Aug 30, 2018 | 80 | Dec 24, 2018 | 84 | Apr 26, 2019 | 164 |
| -20.06% | Feb 18, 2025 | 36 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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