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Fidelity Advisor Value Leaders Fund Class A (FVLAX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jul 3, 2026

The fund normally invests at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC (FMR)'s view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations. It invests in companies that FMR believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry (stocks of these companies are often called "value" stocks).

Sharpe ratio is not yet available for FVLAX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Fidelity Advisor Value Leaders Fund Class A's Sharpe Ratio with other mutual funds in the Large Cap Value Equities category across multiple time periods, showing how FVLAX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 3, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
FGIPXNomura Growth and Income Fund Institutional Class3.16
FGINXDelaware Growth and Income Fund3.14
VALAXAl Frank Fund2.98
IDIVXIntegrity Dividend Harvest Fund2.92
MALVXBlackRock Advantage Large Cap Value Fund2.91
ABVYXAB Value Fund2.89
AVLVXAvantis U.S. Large Cap Value Fund Institutional Class2.88
SABTXSA U.S. Value Fund2.85
NPRTXNeuberger Berman Large Cap Value Fund2.84
BRLVXAmerican Beacon Bridgeway Large Cap Value Fund2.82
FVLAXFidelity Advisor Value Leaders Fund Class A—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows FVLAX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when FVLAX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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