Fidelity Advisor Equity Growth Fund Class C (EPGCX)

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Fidelity Advisor Equity Growth Fund Class C (EPGCX) is up 14.5% since the beginning of the year. EPGCX is currently trading at $18 per share. Investors who bought $1,000 worth of EPGCX shares 5 years ago would now be looking at an investment worth $1,604.

Fidelity Advisor Equity Growth Fund Class C (EPGCX) has returned 14.52% so far this year and 29.84% over the past 12 months. Looking at the last ten years, EPGCX has achieved an annualized return of 16.08%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Dec 31, 1993, EPGCX's average daily return is +0.04%, while the average monthly return is +0.89%. At this rate, an investment would double in approximately 6.5 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +14.7%, while the worst month was Oct 2008 at -18.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 9 months.

On a daily basis, EPGCX closed higher 48% of trading days. The best single day was Oct 13, 2008 with a return of +10.5%, while the worst single day was Dec 26, 2024 at -14.8%.

Fidelity Advisor Equity Growth Fund Class C has an annualized alpha of 0.98%, beta of 1.00, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since January 03, 1994.

• This fund captured 109.35% of S&P 500 Index gains and 106.48% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.00 and R2 of 0.80, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

EPGCX has a high expense ratio of 1.74%, indicating above-average management fees.

EPGCX ranks 40 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 Equity Growth Fund Class C (EPGCX) and compare them to S&P 500 Index.

Fidelity Advisor Equity Growth Fund Class C provided a 0.77% dividend yield over the last twelve months, with an annual payout of $0.14 per share.

The table displays the monthly dividend distributions for Fidelity Advisor Equity Growth Fund Class C. 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 Equity Growth Fund Class C. 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 C was 65.66%, occurring on Mar 9, 2009. Recovery took 1205 trading sessions.

The chart below shows the rolling one-month volatility.