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Fidelity Advisor Growth Opportunities Fund Class I...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3158078838

Issuer

Fidelity

Inception Date

Jul 3, 1995

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

FAGCX features an expense ratio of 0.79%, falling within the medium range.


Expense ratio chart for FAGCX: current value at 0.79% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.79%

Share Price Chart


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Compare to other instruments

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


Popular comparisons:
FAGCX vs. VADGX FAGCX vs. HACAX FAGCX vs. FGRO FAGCX vs. VOO FAGCX vs. VIGAX FAGCX vs. CMTFX FAGCX vs. VUG FAGCX vs. FXAIX FAGCX vs. VONG FAGCX vs. SPY
Popular comparisons:
FAGCX vs. VADGX FAGCX vs. HACAX FAGCX vs. FGRO FAGCX vs. VOO FAGCX vs. VIGAX FAGCX vs. CMTFX FAGCX vs. VUG FAGCX vs. FXAIX FAGCX vs. VONG FAGCX vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Growth Opportunities Fund Class I, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


800.00%900.00%1,000.00%1,100.00%1,200.00%JulyAugustSeptemberOctoberNovemberDecember
1,112.74%
951.28%
FAGCX (Fidelity Advisor Growth Opportunities Fund Class I)
Benchmark (^GSPC)

Returns By Period

Fidelity Advisor Growth Opportunities Fund Class I had a return of 39.80% year-to-date (YTD) and 40.70% in the last 12 months. Over the past 10 years, Fidelity Advisor Growth Opportunities Fund Class I had an annualized return of 11.63%, outperforming the S&P 500 benchmark which had an annualized return of 11.01%.


FAGCX

YTD

39.80%

1M

2.56%

6M

10.92%

1Y

40.70%

5Y*

14.82%

10Y*

11.63%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of FAGCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.33%9.32%2.86%-4.35%6.86%5.84%-2.92%3.15%3.96%1.03%6.25%39.80%
202310.95%-1.68%4.95%-0.89%8.14%5.95%6.73%-3.92%-5.25%-3.55%12.35%6.31%45.51%
2022-13.56%-1.87%2.33%-15.86%-1.82%-11.21%10.93%-1.69%-10.66%4.69%4.17%-8.72%-38.25%
20212.02%2.46%-2.20%5.83%-2.32%7.04%-0.09%4.00%-5.09%5.92%-4.41%-9.60%2.11%
20202.81%-4.89%-12.61%18.99%9.63%9.03%8.31%12.12%-3.52%-2.24%14.45%0.90%60.74%
201911.94%5.23%2.75%4.19%-6.98%7.20%1.99%-1.45%-3.13%5.31%6.27%-1.07%35.56%
20187.67%-1.64%-2.56%1.55%5.44%6.58%1.47%6.90%0.69%-9.95%2.78%-13.61%2.85%
20174.41%5.04%2.04%2.92%3.22%1.24%3.00%1.87%0.32%4.03%1.10%-5.66%25.71%
2016-10.41%-1.55%6.91%0.27%2.19%-3.11%6.22%-0.35%1.11%-3.19%0.92%-10.48%-12.38%
2015-0.97%6.16%-2.25%0.46%2.64%-1.29%3.44%-6.92%-4.32%8.67%1.43%-10.27%-4.70%
20140.10%6.29%-4.25%-3.57%2.78%3.51%-2.91%5.60%-2.23%4.29%2.98%-0.50%11.99%
20134.86%-0.33%4.29%2.92%4.15%-2.31%7.58%-1.36%6.09%1.23%2.23%2.99%36.95%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 81, FAGCX is among the top 19% 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.


The Risk-Adjusted Performance Rank of FAGCX is 8181
Overall Rank
The Sharpe Ratio Rank of FAGCX is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of FAGCX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of FAGCX is 8282
Omega Ratio Rank
The Calmar Ratio Rank of FAGCX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of FAGCX is 8585
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FAGCX, currently valued at 2.04, compared to the broader market-1.000.001.002.003.004.002.041.90
The chart of Sortino ratio for FAGCX, currently valued at 2.69, compared to the broader market-2.000.002.004.006.008.0010.002.702.54
The chart of Omega ratio for FAGCX, currently valued at 1.36, compared to the broader market0.501.001.502.002.503.003.501.361.35
The chart of Calmar ratio for FAGCX, currently valued at 1.57, compared to the broader market0.005.0010.0015.001.572.81
The chart of Martin ratio for FAGCX, currently valued at 12.09, compared to the broader market0.0020.0040.0060.0012.0912.39
FAGCX
^GSPC

The current Fidelity Advisor Growth Opportunities Fund Class I Sharpe ratio is 2.04. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Advisor Growth Opportunities Fund Class I with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
2.04
1.90
FAGCX (Fidelity Advisor Growth Opportunities Fund Class I)
Benchmark (^GSPC)

Dividends

Dividend History


Fidelity Advisor Growth Opportunities Fund Class I doesn't pay dividends

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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.25%
-3.58%
FAGCX (Fidelity Advisor Growth Opportunities Fund Class I)
Benchmark (^GSPC)

Worst Drawdowns

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 65.09%, occurring on Nov 20, 2008. Recovery took 960 trading sessions.

The current Fidelity Advisor Growth Opportunities Fund Class I drawdown is 4.25%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-65.09%Nov 1, 2007266Nov 20, 2008960Sep 14, 20121226
-52.22%Mar 27, 2000635Oct 9, 20021190Jul 6, 20071825
-49.25%Nov 17, 2021285Jan 5, 2023442Oct 9, 2024727
-33.66%Feb 20, 202020Mar 18, 202051Jun 1, 202071
-29.36%Jul 21, 2015143Feb 11, 2016434Oct 31, 2017577

Volatility

Volatility Chart

The current Fidelity Advisor Growth Opportunities Fund Class I volatility is 5.84%, 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.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.84%
3.64%
FAGCX (Fidelity Advisor Growth Opportunities Fund Class I)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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