Fidelity Advisor Growth Opportunities Fund Class A (FAGAX)
The investment seeks capital growth. The fund normally invests primarily in common stocks. It invests in companies that the advisor believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The fund 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 | US3158078341 |
|---|---|
| Issuer | Fidelity |
| Inception Date | Sep 3, 1996 |
| Category | Large Cap Growth Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FAGAX has a high expense ratio of 1.04%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: FAGAX vs. SPY, FAGAX vs. FELAX, FAGAX vs. FXAIX, FAGAX vs. QQQ, FAGAX vs. DTGRX, FAGAX vs. VOOG, FAGAX vs. AGTHX, FAGAX vs. VOO, FAGAX vs. IVV, FAGAX vs. IWF
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Growth Opportunities Fund Class A, 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 Growth Opportunities Fund Class A had a return of 39.25% year-to-date (YTD) and 56.57% in the last 12 months. Over the past 10 years, Fidelity Advisor Growth Opportunities Fund Class A had an annualized return of 12.42%, outperforming the S&P 500 benchmark which had an annualized return of 11.41%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 39.25% | 25.70% |
| 1 month | 5.50% | 3.51% |
| 6 months | 21.91% | 14.80% |
| 1 year | 56.57% | 37.91% |
| 5 years (annualized) | 15.70% | 14.18% |
| 10 years (annualized) | 12.42% | 11.41% |
Monthly Returns
The table below presents the monthly returns of FAGAX, 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 | 2.30% | 9.29% | 2.84% | -4.37% | 6.83% | 5.82% | -2.93% | 3.12% | 3.93% | 1.01% | 39.25% | ||
| 2023 | 10.93% | -1.71% | 4.94% | -0.92% | 8.12% | 5.92% | 6.72% | -3.94% | -5.28% | -3.56% | 12.32% | 6.30% | 45.14% |
| 2022 | -13.58% | -1.89% | 2.30% | -15.87% | -1.83% | -11.23% | 10.89% | -1.71% | -10.67% | 4.66% | 4.15% | -8.73% | -38.40% |
| 2021 | 1.99% | 2.44% | -2.21% | 5.80% | -2.34% | 7.02% | -0.12% | 3.98% | -5.11% | 5.90% | -4.44% | -10.22% | 1.17% |
| 2020 | 2.78% | -4.91% | -12.62% | 18.96% | 9.61% | 9.00% | 8.29% | 12.10% | -3.53% | -2.27% | 14.42% | 0.58% | 59.85% |
| 2019 | 11.92% | 5.20% | 2.73% | 4.16% | -7.00% | 7.17% | 1.98% | -1.47% | -3.17% | 5.30% | 6.24% | -1.39% | 34.78% |
| 2018 | 7.63% | -1.65% | -2.58% | 1.53% | 5.43% | 6.54% | 1.45% | 6.88% | 0.68% | -9.97% | 2.75% | -14.34% | 1.73% |
| 2017 | 4.39% | 5.02% | 2.01% | 2.89% | 3.19% | 1.24% | 2.97% | 1.84% | 0.29% | 4.01% | 1.07% | -5.86% | 25.11% |
| 2016 | -10.47% | -1.57% | 6.88% | 0.25% | 2.16% | -3.14% | 6.19% | -0.37% | 1.08% | -3.22% | 0.90% | -11.16% | -13.32% |
| 2015 | -1.00% | 6.11% | -2.26% | 0.43% | 2.63% | -1.32% | 3.41% | -6.95% | -4.33% | 8.63% | 1.43% | 0.15% | 6.09% |
| 2014 | 0.09% | 6.26% | -4.28% | -3.58% | 2.76% | 3.49% | -2.93% | 5.59% | -2.25% | 4.26% | 2.95% | -0.50% | 11.69% |
| 2013 | 4.83% | -0.35% | 4.26% | 2.91% | 4.12% | -2.34% | 7.57% | -1.40% | 6.06% | 1.23% | 2.20% | 2.97% | 36.55% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FAGAX is 69, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Advisor Growth Opportunities Fund Class A 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 | $6.64 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 11.12% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Growth Opportunities Fund Class A. 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 | |
| 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 | $6.64 | $6.64 |
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 Growth Opportunities Fund Class A. 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 A was 65.24%, occurring on Nov 20, 2008. Recovery took 1077 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.24% | Nov 1, 2007 | 266 | Nov 20, 2008 | 1077 | Mar 7, 2013 | 1343 |
| -52.51% | Mar 27, 2000 | 635 | Oct 9, 2002 | 1195 | Jul 13, 2007 | 1830 |
| -49.73% | Nov 17, 2021 | 285 | Jan 5, 2023 | 445 | Oct 14, 2024 | 730 |
| -33.67% | Feb 20, 2020 | 20 | Mar 18, 2020 | 51 | Jun 1, 2020 | 71 |
| -23.33% | Sep 28, 2018 | 66 | Jan 3, 2019 | 79 | Apr 29, 2019 | 145 |
Volatility
Volatility Chart
The current Fidelity Advisor Growth Opportunities Fund Class A volatility is 5.47%, 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.