Fidelity Advisor Growth Opportunities Fund Class I (FAGCX)

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Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) is up 16.7% since the beginning of the year. FAGCX is currently trading at $273 per share. Investors who bought $1,000 worth of FAGCX shares 5 years ago would now be looking at an investment worth $2,011.

Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) has returned 16.69% so far this year and 38.40% over the past 12 months. Looking at the last ten years, FAGCX has achieved an annualized return of 26.02%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.

Based on dividend-adjusted daily data since Dec 31, 1993, FAGCX's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, an investment would double in approximately 5.4 years.

Historically, 61% of months were positive and 39% 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 13 consecutive months, and the longest losing streak was 9 months.

On a daily basis, FAGCX closed higher 52% 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%.

Fidelity Advisor Growth Opportunities Fund Class I has an annualized alpha of 2.52%, beta of 1.08, and R2 of 0.79 versus S&P 500 Index. Calculated based on daily prices since December 31, 1993.

• This fund captured 116.28% of S&P 500 Index gains and 103.77% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.52% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.08 and R2 of 0.79, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

FAGCX has an expense ratio of 0.79%, placing it in the medium range.

FAGCX ranks 45 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.

Fidelity Advisor Growth Opportunities Fund Class I provided a 3.14% dividend yield over the last twelve months, with an annual payout of $8.59 per share.

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

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.

The table below displays the maximum drawdowns of the Fidelity Advisor Growth Opportunities 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 Growth Opportunities Fund Class I was 69.09%, occurring on Nov 20, 2008. Recovery took 1165 trading sessions.

The current Fidelity Advisor Growth Opportunities Fund Class I drawdown is 0.21%.

The chart below shows the rolling one-month volatility.