Fidelity Advisor Equity Growth Fund Class M (FAEGX)
The investment seeks capital appreciation. 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 fund 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
US3158052007
Sep 10, 1992
$0
Large-Cap
Growth
Expense Ratio
FAEGX has a high expense ratio of 1.21%, 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 M, 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 M had a return of 30.78% year-to-date (YTD) and 30.86% in the last 12 months. Over the past 10 years, Fidelity Advisor Equity Growth Fund Class M had an annualized return of 9.13%, while the S&P 500 had an annualized return of 11.06%, indicating that Fidelity Advisor Equity Growth Fund Class M did not perform as well as the benchmark.
FAEGX
30.78%
1.03%
6.97%
30.86%
10.22%
9.13%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of FAEGX, 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 | 4.01% | 8.54% | 2.32% | -4.48% | 5.62% | 5.32% | -1.73% | 2.98% | 2.11% | -0.77% | 4.49% | 30.78% | |
| 2023 | 6.53% | -1.76% | 5.07% | 0.07% | 4.45% | 6.60% | 3.60% | -0.64% | -5.56% | -2.12% | 10.43% | 4.18% | 34.09% |
| 2022 | -8.45% | -2.62% | 4.44% | -10.94% | -1.59% | -6.46% | 9.58% | -4.01% | -9.33% | 4.53% | 5.28% | -8.30% | -26.54% |
| 2021 | 0.91% | 1.42% | 0.51% | 6.00% | -0.36% | 4.19% | 1.72% | 4.46% | -6.16% | 8.12% | -0.75% | -10.46% | 8.45% |
| 2020 | 2.49% | -5.17% | -10.91% | 14.83% | 7.92% | 5.95% | 6.92% | 8.86% | -3.88% | -1.69% | 10.01% | -7.29% | 27.51% |
| 2019 | 8.65% | 3.89% | 3.12% | 4.15% | -6.22% | 6.64% | 1.00% | -1.31% | -0.75% | 3.10% | 3.99% | -5.56% | 21.43% |
| 2018 | 8.24% | -2.39% | -2.16% | 0.91% | 4.38% | 0.68% | 2.89% | 4.54% | -0.16% | -9.49% | 1.49% | -14.38% | -7.42% |
| 2017 | 5.32% | 4.23% | 1.89% | 3.37% | 3.95% | -0.12% | 3.41% | 2.05% | 0.92% | 4.15% | 0.97% | -10.92% | 19.77% |
| 2016 | -6.80% | -2.49% | 5.03% | 0.08% | 2.73% | -1.69% | 4.94% | 0.21% | 0.24% | -2.34% | 0.05% | -5.36% | -5.96% |
| 2015 | -0.45% | 5.54% | -0.51% | -1.36% | 2.20% | -0.17% | 3.13% | -6.44% | -3.19% | 7.35% | 1.04% | -0.03% | 6.57% |
| 2014 | 0.40% | 7.47% | -3.65% | -2.61% | 2.62% | 4.38% | -2.54% | 5.34% | -1.94% | 1.84% | 0.65% | -1.11% | 10.66% |
| 2013 | 3.89% | 0.57% | 3.51% | 1.44% | 3.07% | -1.72% | 6.33% | 0.08% | 5.94% | 2.21% | 2.55% | 3.10% | 35.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 88, FAEGX is among the top 12% 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class M (FAEGX) 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 M provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.40% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Equity Growth Fund Class M. 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 | $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 | $0.23 | $0.23 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Advisor Equity Growth Fund Class M. 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 M was 63.80%, occurring on Mar 9, 2009. Recovery took 1134 trading sessions.
The current Fidelity Advisor Equity Growth Fund Class M drawdown is 2.93%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.8% | Mar 27, 2000 | 2243 | Mar 9, 2009 | 1134 | Sep 10, 2013 | 3377 |
| -38.09% | Nov 22, 2021 | 226 | Oct 14, 2022 | 404 | May 24, 2024 | 630 |
| -31.16% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -24% | Aug 30, 2018 | 86 | Jan 3, 2019 | 226 | Nov 25, 2019 | 312 |
| -22.25% | Jul 21, 1998 | 58 | Oct 8, 1998 | 32 | Nov 23, 1998 | 90 |
Volatility
Volatility Chart
The current Fidelity Advisor Equity Growth Fund Class M volatility is 4.19%, 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.