PortfoliosLab logoPortfoliosLab logo
ISIN
US3158078341
Issuer
Fidelity
Inception Date
Sep 3, 1996
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

FAGAX Performance Chart

Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) is up 16.3% since the beginning of the year. FAGAX is currently trading at $243 per share. Investors who bought $1,000 worth of FAGAX shares 5 years ago would now be looking at an investment worth $1,851.


Loading charts...

S&P 500 Index

Returns By Period

Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) has returned 16.28% so far this year and 39.09% over the past 12 months.


Fidelity Advisor Growth Opportunities Fund Class A

1D
0.59%
1M
5.01%
YTD
16.28%
6M
16.12%
1Y
39.09%
3Y*
31.69%
5Y*
13.10%
10Y*
21.99%

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FAGAX Monthly Returns History

Based on dividend-adjusted daily data since Dec 31, 1993, FAGAX's average daily return is +0.05%, while the average monthly return is +1.01%. At this rate, an investment would double in approximately 5.7 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +19.0%, while the worst month was Sep 2008 at -23.6%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 9 months.

On a daily basis, FAGAX closed higher 50% 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
2026-0.98%-3.17%-5.65%17.40%9.18%0.29%16.28%
20253.76%-4.75%-9.85%0.67%11.22%8.76%4.97%0.83%4.78%2.85%-2.09%0.82%22.17%
20242.30%9.29%2.84%-4.37%6.83%5.82%-2.93%3.12%3.93%1.01%6.22%-0.04%38.71%
202310.93%-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%
20211.99%2.44%-2.21%5.80%-2.34%7.02%-0.12%3.98%-5.11%5.90%-4.44%-1.22%11.31%

Benchmark Metrics

Fidelity Advisor Growth Opportunities Fund Class A has an annualized alpha of -0.32%, beta of 1.41, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since January 03, 1994.

  • This fund captured 145.31% of S&P 500 Index gains and 128.50% of its losses - amplifying both gains and losses, but participating more in upside than downside.

Alpha
-0.32%
Beta
1.41
0.83
Upside Capture
145.31%
Downside Capture
128.50%

Expense Ratio

FAGAX has a high expense ratio of 1.04%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FAGAX ranks 48 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.


FAGAX Risk / Return Rank: 4848
Overall Rank
FAGAX Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
FAGAX Sortino Ratio Rank: 4747
Sortino Ratio Rank
FAGAX Omega Ratio Rank: 5050
Omega Ratio Rank
FAGAX Calmar Ratio Rank: 4444
Calmar Ratio Rank
FAGAX Martin Ratio Rank: 4444
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 A (FAGAX) and compare them to S&P 500 Index.


FAGAXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.37

Calmar ratioReturn relative to maximum drawdown

2.43

Martin ratioReturn relative to average drawdown

9.06

Dividends

Dividend History

Fidelity Advisor Growth Opportunities Fund Class A provided a 3.53% 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$5.00$10.00$15.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$8.59$8.59$0.00$0.00$0.00$14.62$7.73$3.64$7.90$4.97$7.99$6.64

Dividend yield

3.53%4.11%0.00%0.00%0.00%10.19%5.45%4.10%11.99%7.67%15.44%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.


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$14.62$14.62

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 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 1079 trading sessions.

The current Fidelity Advisor Growth Opportunities Fund Class A drawdown is 0.45%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-65.24%Nov 2008
1y 20d4y 3mo
5y 4moNov 2007 - Mar 2013
Dot-com crash2000–2002
-54.17%Oct 2002
3y 2mo4y 12mo
8y 2moJul 1999 - Oct 2007
2023 bear market2023
-44.70%Jan 2023
1y 1mo1y 5mo
2y 6moNov 2021 - Jun 2024
COVID crash2020
-33.67%Mar 2020
27d2mo 15d
3mo 12dFeb 2020 - Jun 2020
2025 selloff2025
-26.62%Apr 2025
1mo 19d2mo 20d
4mo 9dFeb 2025 - Jun 2025

Drawdown Indicators


FAGAXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-65.24%

-9.10%

-56.14%

Max Drawdown (1Y)

Largest decline over 1 year

-16.19%

Max Drawdown (3Y)

Largest decline over 3 years

-26.62%

Max Drawdown (5Y)

Largest decline over 5 years

-44.70%

Max Drawdown (10Y)

Largest decline over 10 years

-44.70%

Current Drawdown

Current decline from peak

-0.45%

-2.97%

+2.52%

Average Drawdown

Average peak-to-trough decline

-15.20%

-1.13%

-14.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.33%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with FAGAX

Add Fidelity Advisor Growth Opportunities Fund Class A 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 FAGAX