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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


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Performance

FAGOX Performance Chart

Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) is up 7.2% since the beginning of the year. FAGOX is currently trading at $219 per share. Investors who bought $1,000 worth of FAGOX shares 5 years ago would now be looking at an investment worth $1,584.


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Benchmark

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Returns By Period

Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) has returned 7.18% so far this year and 17.59% over the past 12 months. Looking at the last ten years, FAGOX has achieved an annualized return of 20.43%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.


Fidelity Advisor Growth Opportunities Fund Class M

1D
3.39%
1M
-5.34%
6M
8.26%
YTD
7.18%
1Y
17.59%
3Y*
23.67%
5Y*
9.64%
10Y*
20.43%
ALL TIME*
12.41%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FAGOX Monthly Returns History

Based on dividend-adjusted daily data since Nov 18, 1987, FAGOX's average daily return is +0.06%, while the average monthly return is +1.12%. At this rate, an investment would double in approximately 5.2 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%-5.67%17.38%9.16%0.75%-8.16%7.18%
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 2.77%, beta of 1.07, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since November 18, 1987.

  • This fund captured 122.54% of S&P 500 Index gains and 107.88% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This fund generated an annualized alpha of 2.77% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • With beta of 1.07 and R2 of 0.83, 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
2.77%
Beta
1.07
0.83
Upside Capture
122.54%
Downside Capture
107.88%

Expense Ratio

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


Return for Risk

Risk / Return Rank

FAGOX ranks 19 for risk / return — above 19% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.


FAGOX Risk / Return Rank: 1919
Overall Rank
FAGOX Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
FAGOX Sortino Ratio Rank: 1919
Sortino Ratio Rank
FAGOX Omega Ratio Rank: 1818
Omega Ratio Rank
FAGOX Calmar Ratio Rank: 1919
Calmar Ratio Rank
FAGOX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FAGOXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.67

Sortino ratioReturn per unit of downside risk

-0.83

Omega ratioGain probability vs. loss probability

1.14

1.25

-0.11

Calmar ratioReturn relative to maximum drawdown

0.99

2.00

-1.01

Martin ratioReturn relative to average drawdown

3.39

8.49

-5.10

Dividends

Dividend History

Fidelity Advisor Growth Opportunities Fund Class M provided a 3.93% 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

3.93%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$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.


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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 8.16%.


Drawdown

Fall

Recovery

Underwater

Related event

-65.31%Nov 2008
1y 20d4y 4mo
5y 5moNov 2007 - Apr 2013
Financial crisis2007–2009
-54.40%Oct 2002
3y 2mo4y 12mo
8y 2moJul 1999 - Oct 2007
Dot-com crash2000–2002
-44.84%Jan 2023
1y 1mo1y 5mo
2y 6moNov 2021 - Jun 2024
-33.69%Mar 2020
27d2mo 15d
3mo 12dFeb 2020 - Jun 2020
COVID crash2020
-27.19%Oct 1990
2mo 26d3mo 22d
6mo 18dJul 1990 - Jan 1991

Drawdown Indicators


FAGOXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-65.31%

-56.78%

-8.53%

Max Drawdown (1Y)

Largest decline over 1 year

-16.27%

-9.10%

-7.17%

Max Drawdown (3Y)

Largest decline over 3 years

-26.64%

-18.90%

-7.74%

Max Drawdown (5Y)

Largest decline over 5 years

-44.84%

-25.43%

-19.41%

Max Drawdown (10Y)

Largest decline over 10 years

-44.84%

-33.92%

-10.92%

Current Drawdown

Current decline from peak

-8.16%

-1.58%

-6.58%

Average Drawdown

Average peak-to-trough decline

-13.51%

-10.70%

-2.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.74%

2.14%

+2.60%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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