PortfoliosLab logoPortfoliosLab logo
ISIN
US3158077681
Issuer
Fidelity
Inception Date
Nov 3, 1997
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

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


Performance

FACGX Performance Chart

Fidelity Advisor Growth Opportunities Fund Class C (FACGX) is up 16.4% since the beginning of the year. FACGX is currently trading at $190 per share. Investors who bought $1,000 worth of FACGX shares 5 years ago would now be looking at an investment worth $1,753.


Loading charts...

S&P 500 Index

Returns By Period

Fidelity Advisor Growth Opportunities Fund Class C (FACGX) has returned 16.38% so far this year and 36.64% over the past 12 months. Looking at the last ten years, FACGX has achieved an annualized return of 21.64%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.


Fidelity Advisor Growth Opportunities Fund Class C

1D
3.95%
1M
4.26%
YTD
16.38%
6M
17.89%
1Y
36.64%
3Y*
29.59%
5Y*
11.88%
10Y*
21.64%

Benchmark (S&P 500 Index)

1D
-0.57%
1M
1.39%
YTD
9.73%
6M
10.46%
1Y
24.50%
3Y*
19.43%
5Y*
12.21%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FACGX Monthly Returns History

Based on dividend-adjusted daily data since Dec 31, 1993, FACGX's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, an investment would double in approximately 6.1 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +18.9%, while the worst month was Sep 2008 at -23.7%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 9 months.

On a daily basis, FACGX closed higher 48% of trading days. The best single day was Oct 13, 2008 with a return of +16.1%, while the worst single day was Mar 16, 2020 at -12.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.04%-3.23%-5.71%17.33%9.11%0.68%16.38%
20253.69%-4.81%-9.90%0.60%11.15%8.70%4.90%0.77%4.72%2.79%-2.15%0.76%21.26%
20242.24%9.23%2.78%-4.43%6.77%5.75%-3.00%3.07%3.86%0.95%6.15%-0.11%37.68%
202310.87%-1.77%4.86%-0.97%8.05%5.86%6.65%-4.00%-5.34%-3.62%12.25%6.22%44.06%
2022-13.63%-1.95%2.23%-15.92%-1.90%-11.29%10.84%-1.78%-10.72%4.60%4.08%-8.80%-38.87%
20211.93%2.37%-2.27%5.73%-2.41%6.96%-0.18%3.92%-5.18%5.83%-4.49%-1.29%10.46%

Benchmark Metrics

Fidelity Advisor Growth Opportunities Fund Class C has an annualized alpha of 1.26%, beta of 1.05, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since December 31, 1993.

  • This fund captured 114.72% of S&P 500 Index gains and 109.08% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • With beta of 1.05 and R2 of 0.78, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
1.26%
Beta
1.05
0.78
Upside Capture
114.72%
Downside Capture
109.08%

Expense Ratio

FACGX has a high expense ratio of 1.80%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FACGX ranks 44 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.


FACGX Risk / Return Rank: 4444
Overall Rank
FACGX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
FACGX Sortino Ratio Rank: 4343
Sortino Ratio Rank
FACGX Omega Ratio Rank: 4646
Omega Ratio Rank
FACGX Calmar Ratio Rank: 4040
Calmar Ratio Rank
FACGX Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class C (FACGX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FACGXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.01

Sortino ratioReturn per unit of downside risk

-0.10

Omega ratioGain probability vs. loss probability

1.35

1.36

-0.01

Calmar ratioReturn relative to maximum drawdown

2.37

2.71

-0.33

Martin ratioReturn relative to average drawdown

8.64

12.15

-3.51

Dividends

Dividend History

Fidelity Advisor Growth Opportunities Fund Class C provided a 4.52% dividend yield over the last twelve months, with an annual payout of $8.59 per share.


0.00%5.00%10.00%15.00%$0.00$2.00$4.00$6.00$8.00$10.00$12.00$14.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$8.59$8.59$0.00$0.00$0.00$13.72$7.23$3.64$7.90$4.55$7.99$6.64

Dividend yield

4.52%5.26%0.00%0.00%0.00%11.75%6.13%4.87%14.01%8.00%17.39%12.23%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$8.59$8.59
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$13.72$13.72

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Advisor Growth Opportunities 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 Growth Opportunities Fund Class C was 65.53%, occurring on Nov 20, 2008. Recovery took 1117 trading sessions.

The current Fidelity Advisor Growth Opportunities Fund Class C drawdown is 0.06%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-65.53%Nov 2008
9y 4mo4y 5mo
13y 9moJul 1999 - May 2013
2023 bear market2023
-45.17%Jan 2023
1y 1mo1y 5mo
2y 6moNov 2021 - Jun 2024
COVID crash2020
-33.71%Mar 2020
27d2mo 16d
3mo 13dFeb 2020 - Jun 2020
2025 selloff2025
-26.70%Apr 2025
1mo 19d2mo 23d
4mo 12dFeb 2025 - Jun 2025
2016 bear market2016
-21.54%Feb 2016
6mo 25d11mo 28d
1y 6moJul 2015 - Feb 2017

Drawdown Indicators


FACGXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-65.53%

-56.78%

-8.75%

Max Drawdown (1Y)

Largest decline over 1 year

-16.45%

-9.10%

-7.35%

Max Drawdown (3Y)

Largest decline over 3 years

-26.70%

-18.90%

-7.80%

Max Drawdown (5Y)

Largest decline over 5 years

-45.17%

-25.43%

-19.74%

Max Drawdown (10Y)

Largest decline over 10 years

-45.17%

-33.92%

-11.25%

Current Drawdown

Current decline from peak

-0.06%

-1.29%

+1.23%

Average Drawdown

Average peak-to-trough decline

-16.12%

-10.72%

-5.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.51%

2.02%

+2.49%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with FACGX

Add Fidelity Advisor Growth Opportunities Fund Class C to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with FACGX