Fidelity Advisor Growth Opportunities Fund Class M (FAGOX)
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 | US3158072062 |
---|---|
Issuer | Fidelity |
Inception Date | Nov 18, 1987 |
Category | Large Cap Growth Equities |
Min. Investment | $0 |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FAGOX has a high expense ratio of 1.28%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: FAGOX vs. FAEGX, FAGOX vs. CMTFX, FAGOX vs. FBGRX, FAGOX vs. FDGRX, FAGOX vs. SPLG, FAGOX vs. VOOG, FAGOX vs. VIGIX, FAGOX vs. XLK, FAGOX vs. FALGX, FAGOX vs. FAGIX
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.
Returns By Period
Fidelity Advisor Growth Opportunities Fund Class M had a return of 39.30% year-to-date (YTD) and 53.71% in the last 12 months. Over the past 10 years, Fidelity Advisor Growth Opportunities Fund Class M had an annualized return of 10.94%, which was very close to the S&P 500 benchmark's annualized return of 11.43%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 39.30% | 25.82% |
1 month | 4.80% | 3.20% |
6 months | 21.99% | 14.94% |
1 year | 53.71% | 35.92% |
5 years (annualized) | 15.43% | 14.22% |
10 years (annualized) | 10.94% | 11.43% |
Monthly Returns
The table below presents the monthly returns of FAGOX, 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 | 2.29% | 9.27% | 2.83% | -4.39% | 6.81% | 5.80% | -2.96% | 3.10% | 3.92% | 0.99% | 39.30% | ||
2023 | 10.92% | -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% |
2021 | 1.98% | 2.41% | -2.23% | 5.78% | -2.36% | 7.00% | -0.14% | 3.96% | -5.14% | 5.88% | -4.45% | -10.09% | 1.10% |
2020 | 2.76% | -4.94% | -12.64% | 18.94% | 9.58% | 8.98% | 8.27% | 12.08% | -3.56% | -2.28% | 14.40% | 0.71% | 59.71% |
2019 | 11.90% | 5.19% | 2.69% | 4.16% | -7.03% | 7.16% | 1.95% | -1.50% | -3.17% | 5.26% | 6.24% | -1.46% | 34.41% |
2018 | 7.61% | -1.67% | -2.60% | 1.51% | 5.41% | 6.52% | 1.43% | 6.86% | 0.65% | -9.98% | 2.73% | -14.43% | 1.40% |
2017 | 4.35% | 5.01% | 1.99% | 2.89% | 3.18% | 1.20% | 2.96% | 1.82% | 0.28% | 3.99% | 1.05% | -5.71% | 25.04% |
2016 | -10.49% | -1.58% | 6.86% | 0.23% | 2.14% | -3.17% | 6.19% | -0.39% | 1.05% | -3.23% | 0.87% | -11.23% | -13.57% |
2015 | -1.01% | 6.10% | -2.28% | 0.40% | 2.61% | -1.35% | 3.40% | -6.96% | -4.37% | 8.63% | 1.40% | -10.77% | -5.68% |
2014 | 0.07% | 6.24% | -4.30% | -3.59% | 2.73% | 3.47% | -2.96% | 5.56% | -2.26% | 4.24% | 2.93% | -0.52% | 11.43% |
2013 | 4.81% | -0.37% | 4.24% | 2.92% | 4.08% | -2.35% | 7.54% | -1.39% | 6.04% | 1.20% | 2.17% | 2.96% | 36.29% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FAGOX is 70, 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 M (FAGOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 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 1092 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-65.31% | Nov 1, 2007 | 266 | Nov 20, 2008 | 1092 | Mar 28, 2013 | 1358 |
-52.83% | Mar 27, 2000 | 635 | Oct 9, 2002 | 1250 | Oct 1, 2007 | 1885 |
-49.78% | Nov 17, 2021 | 285 | Jan 5, 2023 | 445 | Oct 14, 2024 | 730 |
-33.69% | Feb 20, 2020 | 20 | Mar 18, 2020 | 51 | Jun 1, 2020 | 71 |
-29.97% | Jul 21, 2015 | 143 | Feb 11, 2016 | 466 | Dec 15, 2017 | 609 |
Volatility
Volatility Chart
The current Fidelity Advisor Growth Opportunities Fund Class M volatility is 5.43%, 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.