Fidelity Advisor Equity Growth Fund Class I (EQPGX)
The fund normally invests at least 80% of its assets in equity securities. It invests primarily in common stocks. The fund invests in companies the advisor believes have above-average growth potential (stocks of these companies are often called "growth" stocks). It invests in domestic and foreign issuers. The advisor 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
| ISIN | US3158051017 |
|---|---|
| Issuer | Fidelity |
| Inception Date | Nov 22, 1983 |
| Category | Large Cap Growth Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
EQPGX has a high expense ratio of 0.71%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Equity Growth Fund Class I, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Advisor Equity Growth Fund Class I had a return of 14.94% year-to-date (YTD) and 39.60% in the last 12 months. Over the past 10 years, Fidelity Advisor Equity Growth Fund Class I had an annualized return of 16.05%, outperforming the S&P 500 benchmark which had an annualized return of 10.67%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.94% | 9.49% |
| 1 month | 0.04% | 1.20% |
| 6 months | 24.35% | 18.29% |
| 1 year | 39.60% | 26.44% |
| 5 years (annualized) | 18.62% | 12.64% |
| 10 years (annualized) | 16.05% | 10.67% |
Monthly Returns
The table below presents the monthly returns of EQPGX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.04% | 8.59% | 2.37% | -4.41% | 14.94% | ||||||||
| 2023 | 6.54% | -1.66% | 5.14% | 0.12% | 4.51% | 6.62% | 3.60% | -0.64% | -5.49% | -2.11% | 10.54% | 4.83% | 35.60% |
| 2022 | -8.38% | -2.59% | 4.47% | -10.88% | -1.52% | -6.42% | 9.56% | -3.97% | -9.21% | 4.55% | 5.21% | -6.11% | -24.45% |
| 2021 | 0.95% | 1.49% | 0.49% | 6.07% | -0.36% | 4.31% | 1.72% | 4.49% | -6.10% | 8.17% | -0.68% | 1.02% | 22.94% |
| 2020 | 2.53% | -5.08% | -10.93% | 14.94% | 7.99% | 5.92% | 6.98% | 8.90% | -3.87% | -1.59% | 10.02% | 4.05% | 43.80% |
| 2019 | 8.76% | 3.94% | 3.16% | 4.21% | -6.18% | 6.66% | 1.10% | -1.31% | -0.74% | 3.12% | 4.03% | 3.70% | 34.01% |
| 2018 | 8.29% | -2.35% | -2.12% | 0.95% | 4.40% | 0.77% | 2.89% | 4.59% | -0.07% | -9.49% | 1.56% | -7.82% | 0.17% |
| 2017 | 5.50% | 4.26% | 1.93% | 3.41% | 3.99% | -0.08% | 3.46% | 2.09% | 0.96% | 4.20% | 1.02% | -0.03% | 35.19% |
| 2016 | -6.67% | -2.44% | 5.08% | 0.12% | 2.77% | -1.65% | 4.98% | 0.25% | 0.28% | -2.30% | 0.10% | 0.65% | 0.58% |
| 2015 | -0.40% | 5.59% | -0.48% | -1.31% | 2.24% | -0.12% | 3.17% | -6.39% | -3.15% | 7.40% | 1.09% | -0.01% | 7.09% |
| 2014 | 0.45% | 7.50% | -3.61% | -2.57% | 2.66% | 4.40% | -2.47% | 5.38% | -1.90% | 1.89% | 0.68% | -1.07% | 11.22% |
| 2013 | 3.94% | 0.60% | 3.55% | 1.48% | 3.10% | -1.66% | 6.36% | 0.13% | 5.97% | 2.26% | 2.59% | 3.15% | 36.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of EQPGX is 91, placing it in the top 9% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
EQPGX (Fidelity Advisor Equity Growth Fund Class I)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class I (EQPGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Advisor Equity Growth Fund Class I granted a 0.42% dividend yield in the last twelve months. The annual payout for that period amounted to $0.10 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.10 | $0.10 | $0.29 | $2.26 | $1.94 | $1.18 | $0.72 | $1.38 | $0.58 | $0.23 |
Dividend yield | 0.42% | 0.48% | 1.96% | 11.42% | 10.84% | 8.56% | 6.43% | 11.57% | 5.90% | 2.21% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Equity Growth Fund Class I. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 | $0.10 | $0.10 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.26 | $2.26 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.94 | $1.94 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.18 | $1.18 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.72 |
| 2017 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.37 | $1.38 |
| 2016 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.58 |
| 2015 | $0.23 | $0.23 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Advisor Equity Growth Fund Class I. 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 I was 61.96%, occurring on Mar 9, 2009. Recovery took 1052 trading sessions.
The current Fidelity Advisor Equity Growth Fund Class I drawdown is 1.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.96% | Mar 27, 2000 | 2243 | Mar 9, 2009 | 1052 | May 14, 2013 | 3295 |
| -40.93% | Oct 6, 1987 | 15 | Oct 26, 1987 | 405 | May 15, 1989 | 420 |
| -31.11% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -29.85% | Jul 17, 1990 | 63 | Oct 11, 1990 | 79 | Jan 30, 1991 | 142 |
| -29.81% | Nov 22, 2021 | 226 | Oct 14, 2022 | 310 | Jan 10, 2024 | 536 |
Volatility
Volatility Chart
The current Fidelity Advisor Equity Growth Fund Class I volatility is 5.79%, 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.