PortfoliosLab logoPortfoliosLab logo
Fidelity Advisor Growth Opportunities Fund Class M...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US3158072062
Issuer
Fidelity
Inception Date
Nov 18, 1987
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

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


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Growth Opportunities 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.


Loading graphics...

S&P 500 Index

Returns By Period

Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) has returned -13.70% so far this year and 18.10% over the past 12 months. Looking at the last ten years, FAGOX has achieved an annualized return of 18.36%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Fidelity Advisor Growth Opportunities Fund Class M

1D
-1.17%
1M
-9.96%
YTD
-13.70%
6M
-12.44%
1Y
18.10%
3Y*
22.60%
5Y*
7.08%
10Y*
18.36%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Nov 18, 1987, FAGOX's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, your investment would double in approximately 5.4 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +18.9%, 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, FAGOX closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +16.2%, while the worst single day was Mar 16, 2020 at -12.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.00%-3.19%-9.96%-13.70%
20253.73%-4.78%-9.86%0.64%11.20%8.74%4.94%0.81%4.76%2.83%-2.11%0.80%21.86%
20242.29%9.27%2.83%-4.39%6.81%5.80%-2.96%3.10%3.92%0.99%6.20%-0.06%38.37%
202310.92%-1.73%4.91%-0.93%8.09%5.91%6.69%-3.96%-5.29%-3.59%12.30%6.27%44.80%
2022-13.60%-1.91%2.28%-15.89%-1.85%-11.26%10.87%-1.72%-10.69%4.65%4.13%-8.76%-38.56%
20211.98%2.41%-2.23%5.78%-2.36%7.00%-0.14%3.96%-5.14%5.88%-4.45%-1.23%11.05%

Benchmark Metrics

Fidelity Advisor Growth Opportunities Fund Class M has an annualized alpha of 2.71%, beta of 1.07, and R² of 0.84 versus S&P 500 Index. Calculated based on daily prices since November 19, 1987.

  • This fund captured 121.52% of S&P 500 Index gains and 107.19% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • This fund generated an annualized alpha of 2.71% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
  • With beta of 1.07 and R² of 0.84, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
2.71%
Beta
1.07
0.84
Upside Capture
121.52%
Downside Capture
107.19%

Expense Ratio

FAGOX has a high expense ratio of 1.28%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FAGOX ranks 31 for risk / return — below 31% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


FAGOX Risk / Return Rank: 3131
Overall Rank
FAGOX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
FAGOX Sortino Ratio Rank: 3333
Sortino Ratio Rank
FAGOX Omega Ratio Rank: 3232
Omega Ratio Rank
FAGOX Calmar Ratio Rank: 3131
Calmar Ratio Rank
FAGOX Martin Ratio Rank: 3030
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 M (FAGOX) and compare them to a chosen benchmark (S&P 500 Index).


FAGOXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.74

0.90

-0.15

Sortino ratio

Return per unit of downside risk

1.18

1.39

-0.21

Omega ratio

Gain probability vs. loss probability

1.17

1.21

-0.04

Calmar ratio

Return relative to maximum drawdown

0.91

1.40

-0.49

Martin ratio

Return relative to average drawdown

3.31

6.61

-3.29

Explore FAGOX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Fidelity Advisor Growth Opportunities Fund Class M provided a 4.88% 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$14.17$7.41$3.64$7.90$4.82$7.99$6.64

Dividend yield

4.88%4.21%0.00%0.00%0.00%10.01%5.29%4.15%12.10%7.48%15.51%11.14%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Growth Opportunities Fund Class M. 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
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$14.17$14.17

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 graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Advisor Growth Opportunities 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 Growth Opportunities Fund Class M was 65.31%, occurring on Nov 20, 2008. Recovery took 1101 trading sessions.

The current Fidelity Advisor Growth Opportunities Fund Class M drawdown is 16.27%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-65.31%Nov 1, 2007267Nov 20, 20081101Apr 10, 20131368
-54.4%Jul 19, 1999812Oct 9, 20021256Oct 5, 20072068
-44.84%Nov 17, 2021285Jan 5, 2023358Jun 10, 2024643
-33.69%Feb 20, 202020Mar 18, 202051Jun 1, 202071
-27.19%Jul 17, 199062Oct 11, 199077Jan 31, 1991139

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...