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Fidelity Advisor Equity Growth Fund Class A (EPGAX...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3158058533

Issuer

Fidelity

Inception Date

Sep 3, 1996

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

EPGAX has a high expense ratio of 0.97%, indicating higher-than-average management fees.


Expense ratio chart for EPGAX: current value at 0.97% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.97%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
EPGAX vs. FXAIX EPGAX vs. AGTHX EPGAX vs. KMI EPGAX vs. FATEX EPGAX vs. PRWAX EPGAX vs. FAGAX EPGAX vs. SPY EPGAX vs. FKDNX EPGAX vs. TRRDX EPGAX vs. FBGRX
Popular comparisons:
EPGAX vs. FXAIX EPGAX vs. AGTHX EPGAX vs. KMI EPGAX vs. FATEX EPGAX vs. PRWAX EPGAX vs. FAGAX EPGAX vs. SPY EPGAX vs. FKDNX EPGAX vs. TRRDX EPGAX vs. FBGRX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Equity Growth Fund Class A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


440.00%460.00%480.00%500.00%520.00%540.00%JulyAugustSeptemberOctoberNovemberDecember
517.47%
512.05%
EPGAX (Fidelity Advisor Equity Growth Fund Class A)
Benchmark (^GSPC)

Returns By Period

Fidelity Advisor Equity Growth Fund Class A had a return of 31.15% year-to-date (YTD) and 31.22% in the last 12 months. Over the past 10 years, Fidelity Advisor Equity Growth Fund Class A had an annualized return of 9.75%, while the S&P 500 had an annualized return of 11.06%, indicating that Fidelity Advisor Equity Growth Fund Class A did not perform as well as the benchmark.


EPGAX

YTD

31.15%

1M

1.08%

6M

7.13%

1Y

31.22%

5Y*

10.63%

10Y*

9.75%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of EPGAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20244.04%8.55%2.33%-4.41%5.56%5.37%-1.72%3.05%2.12%-0.74%4.50%31.15%
20236.54%-1.70%5.11%0.07%4.50%6.63%3.59%-0.68%-5.49%-2.18%10.52%4.21%34.49%
2022-8.47%-2.60%4.49%-10.90%-1.54%-6.46%9.56%-4.02%-9.24%4.53%5.25%-8.24%-26.33%
20210.88%1.50%0.49%6.01%-0.35%4.24%1.73%4.49%-6.13%8.10%-0.67%-10.35%8.84%
20202.50%-5.12%-10.96%14.93%7.95%5.94%6.96%8.89%-3.90%-1.65%9.99%-7.15%27.95%
20198.68%3.99%3.05%4.23%-6.17%6.67%1.06%-1.37%-0.73%3.12%3.98%-5.28%22.09%
20188.27%-2.38%-2.14%0.93%4.39%0.76%2.84%4.62%-0.16%-9.47%1.54%-14.36%-7.14%
20175.35%4.25%1.90%3.39%3.97%-0.10%3.43%2.07%0.94%4.17%1.00%-10.93%20.01%
2016-6.78%-2.46%5.05%0.09%2.75%-1.67%4.95%0.22%0.27%-2.32%0.06%-5.26%-5.66%
2015-0.43%5.56%-0.49%-1.34%2.22%-0.14%3.15%-6.42%-3.17%7.37%1.06%2.44%9.43%
20140.42%7.49%-3.63%-2.61%2.64%4.41%-2.52%5.35%-1.92%1.85%0.67%-1.09%10.90%
20133.92%0.56%3.53%1.46%3.07%-1.70%6.35%0.10%5.96%2.22%2.57%3.12%35.64%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 89, EPGAX is among the top 11% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EPGAX is 8989
Overall Rank
The Sharpe Ratio Rank of EPGAX is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of EPGAX is 9090
Sortino Ratio Rank
The Omega Ratio Rank of EPGAX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of EPGAX is 8484
Calmar Ratio Rank
The Martin Ratio Rank of EPGAX is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class A (EPGAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for EPGAX, currently valued at 2.05, compared to the broader market-1.000.001.002.003.004.002.052.10
The chart of Sortino ratio for EPGAX, currently valued at 2.74, compared to the broader market-2.000.002.004.006.008.0010.002.742.80
The chart of Omega ratio for EPGAX, currently valued at 1.36, compared to the broader market0.501.001.502.002.503.003.501.361.39
The chart of Calmar ratio for EPGAX, currently valued at 1.91, compared to the broader market0.002.004.006.008.0010.0012.0014.001.913.09
The chart of Martin ratio for EPGAX, currently valued at 11.43, compared to the broader market0.0020.0040.0060.0011.4313.49
EPGAX
^GSPC

The current Fidelity Advisor Equity Growth Fund Class A Sharpe ratio is 2.05. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Advisor Equity Growth Fund Class A with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
2.05
2.10
EPGAX (Fidelity Advisor Equity Growth Fund Class A)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Advisor Equity Growth Fund Class A provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.10$0.20$0.30$0.40$0.50201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018201720162015
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.46

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%4.74%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2015$0.46$0.46

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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.90%
-2.62%
EPGAX (Fidelity Advisor Equity Growth Fund Class A)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Advisor Equity Growth 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 Equity Growth Fund Class A was 62.95%, occurring on Mar 9, 2009. Recovery took 1107 trading sessions.

The current Fidelity Advisor Equity Growth Fund Class A drawdown is 2.90%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.95%Mar 27, 20002243Mar 9, 20091107Aug 1, 20133350
-37.88%Nov 22, 2021226Oct 14, 2022400May 20, 2024626
-31.17%Feb 20, 202023Mar 23, 202052Jun 5, 202075
-23.78%Aug 30, 201886Jan 3, 2019226Nov 25, 2019312
-22.22%Jul 21, 199858Oct 8, 199832Nov 23, 199890

Volatility

Volatility Chart

The current Fidelity Advisor Equity Growth Fund Class A volatility is 4.24%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
4.24%
3.79%
EPGAX (Fidelity Advisor Equity Growth Fund Class A)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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