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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Equity Income 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.
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Returns By Period
Fidelity Advisor Equity Income Fund Class I
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.05% | 0.86% | -0.30% | -4.01% | 2.62% | 0.77% | 2.86% | ||||||
| 2024 | 1.08% | 2.43% | 4.22% | -3.48% | 2.45% | -1.49% | 6.06% | 3.31% | 0.79% | -1.32% | 4.69% | -11.29% | 6.37% |
| 2023 | 5.82% | -2.52% | -1.91% | 1.60% | -4.25% | 5.92% | 3.41% | -1.79% | -3.27% | -3.13% | 6.70% | 5.26% | 11.43% |
| 2022 | 1.31% | -0.62% | 1.71% | -3.62% | 3.14% | -7.60% | 5.27% | -3.72% | -7.98% | 9.49% | 6.23% | -3.07% | -1.10% |
| 2021 | -0.98% | 3.31% | 7.60% | 4.11% | 2.90% | -1.09% | 0.52% | 1.38% | -3.70% | 3.77% | -4.11% | 7.48% | 22.41% |
| 2020 | -3.73% | -9.02% | -17.12% | 12.15% | 3.12% | 0.85% | 2.11% | 2.81% | -2.88% | -1.71% | 14.69% | 4.28% | 1.47% |
Benchmark Metrics
Fidelity Advisor Equity Income Fund Class I has an annualized alpha of 0.39%, beta of 0.84, and R² of 0.82 versus S&P 500 Index. Calculated based on daily prices since April 26, 1983.
- This fund participated in 90.40% of S&P 500 Index downside but only 85.99% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- 0.39%
- Beta
- 0.84
- R²
- 0.82
- Upside Capture
- 85.99%
- Downside Capture
- 90.40%
Expense Ratio
EQPIX has an expense ratio of 0.65%, placing it in the medium range.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor Equity Income Fund Class I (EQPIX) and compare them to a chosen benchmark (S&P 500 Index).
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Dividends
Dividend History
Fidelity Advisor Equity Income Fund Class I provided a 4.49% dividend yield over the last twelve months, with an annual payout of $1.55 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.55 | $0.52 | $1.60 | $1.83 | $3.60 | $0.71 | $2.43 | $4.24 | $3.34 | $1.06 | $3.11 |
Dividend yield | 4.49% | 1.48% | 4.77% | 5.81% | 10.67% | 2.31% | 7.87% | 16.21% | 9.88% | 3.18% | 10.56% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Equity Income 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $1.39 | $1.55 | ||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.52 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.17 | $0.00 | $1.11 | $1.60 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.14 | $0.00 | $1.40 | $1.83 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.17 | $0.00 | $3.14 | $3.60 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.14 | $0.00 | $0.27 | $0.71 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Advisor Equity Income 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 Income Fund Class I was 60.82%, occurring on Mar 9, 2009. Recovery took 994 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.82% | Oct 10, 2007 | 355 | Mar 9, 2009 | 994 | Feb 19, 2013 | 1349 |
| -39.64% | Jan 21, 2020 | 44 | Mar 23, 2020 | 197 | Dec 31, 2020 | 241 |
| -35.04% | Aug 18, 1987 | 810 | Oct 29, 1990 | 443 | Jul 30, 1992 | 1253 |
| -32.98% | May 22, 2001 | 346 | Oct 9, 2002 | 307 | Dec 29, 2003 | 653 |
| -19.81% | Jan 29, 2018 | 229 | Dec 24, 2018 | 179 | Sep 11, 2019 | 408 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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