FZANX Performance — Fidelity Advisor New Insights Fund, Class Z
Data updated: 2026-08-24
FZANX returned +12.91% year to date and +24.77% over one year to Jun 2026. Annualised returns are +27.81% over 3 years and +15.19% over 5 years. The fund beat its US Large Blend category average: $100 invested three years ago grew to $209, against $157 for the category, and to $125 over one year, against $118. Volatility over the past three years was 14.22% a year. In the 12 months to Jun 2026 the fund took in a net $1.4B, and assets reached $28.20B.
FZANX Growth of $100
What $100 invested in Fidelity Advisor New Insights Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | FZANX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $125 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $209 | $157 |
| 5 years (Jul 2021 – Jun 2026) | $203 | $161 |
| Since data start (Jul 2019 – Jun 2026) | $308 | $229 |
FZANX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +12.91% |
| 1 year | +24.77% |
| 3 years (annualised) | +27.81% |
| 5 years (annualised) | +15.19% |
FZANX Annual Returns
Calendar-year total returns of Fidelity Advisor New Insights Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +12.91% |
| 2025 | +23.11% |
| 2024 | +35.41% |
| 2023 | +36.45% |
| 2022 | −27.22% |
| 2021 | +24.77% |
| 2020 | +24.10% |
| 2019 (Jul–Dec) | +6.40% |
FZANX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.9% | 0.0% | −6.0% | +10.5% | +3.5% | +3.0% | — | — | — | — | — | — |
| 2025 | +4.8% | −2.6% | −7.4% | +1.1% | +8.6% | +7.3% | +3.4% | +0.2% | +2.9% | +1.6% | −0.3% | +2.4% |
| 2024 | +4.1% | +8.7% | +3.1% | −4.1% | +6.7% | +4.7% | −1.5% | +3.1% | +2.2% | −0.3% | +4.9% | −0.2% |
| 2023 | +7.0% | −2.2% | +5.3% | +2.7% | +2.5% | +6.1% | +4.2% | −1.0% | −3.6% | −1.2% | +8.2% | +4.4% |
| 2022 | −8.5% | −4.4% | +2.6% | −11.3% | −0.2% | −8.8% | +8.9% | −4.1% | −8.2% | +5.2% | +5.4% | −5.4% |
| 2021 | −0.9% | +2.1% | +1.5% | +6.8% | +0.6% | +4.3% | +1.9% | +4.5% | −5.7% | +6.9% | −0.1% | +1.1% |
| 2020 | +1.1% | −6.7% | −12.9% | +13.7% | +6.0% | +3.2% | +7.0% | +9.0% | −4.5% | −2.7% | +8.5% | +3.1% |
| 2019 | — | — | — | — | — | — | +0.6% | −2.1% | −0.8% | +2.3% | +4.0% | +2.3% |
FZANX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 14.22%
- 3-year Sharpe ratio: 1.64 (vs 4.5% risk-free rate)
- Best month: +10.47% (Apr 2026)
- Worst month: −7.37% (Mar 2025)
FZANX Fund Flows
Monthly money in and out of Fidelity Advisor New Insights Fund, from SEC Form N-PORT.
- 12-month net flow: $1.4B
- 12-month gross sales (incl. reinvestments): $7.2B
- Sales ÷ redemptions: 1.23×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $620.7M | $409.3M | $211.4M |
| May 2026 | $542.1M | $293.1M | $249.1M |
| Apr 2026 | $449.3M | $377.3M | $72.0M |
| Mar 2026 | $337.1M | $331.7M | $5.5M |
| Feb 2026 | $375.9M | $334.8M | $41.1M |
| Jan 2026 | $237.3M | $337.2M | −$99.9M |
| Dec 2025 | $2.2B | $513.6M | $1.6B |
| Nov 2025 | $164.6M | $285.9M | −$121.3M |
| Oct 2025 | $264.5M | $407.2M | −$142.7M |
| Sep 2025 | $203.0M | $293.7M | −$90.7M |
| Aug 2025 | $401.4M | $1.0B | −$629.8M |
| Jul 2025 | $1.5B | $1.2B | $220.9M |
FZANX Assets Under Management
Net assets of Fidelity Advisor New Insights Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $28.20B |
| 2026-03-31 | $23.49B |
| 2025-12-31 | $24.64B |
| 2025-09-30 | $24.44B |
| 2025-06-30 | $23.41B |
| 2025-03-31 | $20.11B |
| 2024-12-31 | $21.99B |
| 2024-09-30 | $21.62B |
| 2024-06-30 | $21.22B |
| 2024-03-31 | $20.53B |
| 2023-12-31 | $17.98B |
| 2023-09-30 | $16.55B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.