- ISIN
- US3158072062
- Issuer
- Fidelity
- Inception Date
- Nov 18, 1987
- Category
- Large Cap Growth Equities
- 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 15.0% since the beginning of the year. FAGOX is currently trading at $235 per share. Investors who bought $1,000 worth of FAGOX shares 5 years ago would now be looking at an investment worth $1,716.
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Returns By Period
Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) has returned 14.98% so far this year and 34.64% over the past 12 months. Looking at the last ten years, FAGOX has achieved an annualized return of 22.38%, outperforming the S&P 500 Index benchmark, which averaged 13.71% per year.
Fidelity Advisor Growth Opportunities Fund Class M
- 1D
- -1.23%
- 1M
- 2.68%
- YTD
- 14.98%
- 6M
- 13.77%
- 1Y
- 34.64%
- 3Y*
- 30.37%
- 5Y*
- 11.41%
- 10Y*
- 22.38%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
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 +1.14%. At this rate, an investment would double in approximately 5.1 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.00% | -3.19% | -5.67% | 17.38% | 9.16% | -0.73% | 14.98% | ||||||
| 2025 | 3.73% | -4.78% | -9.86% | 0.64% | 11.20% | 8.74% | 4.94% | 0.81% | 4.76% | 2.83% | -2.11% | 0.80% | 21.86% |
| 2024 | 2.29% | 9.27% | 2.83% | -4.39% | 6.81% | 5.80% | -2.96% | 3.10% | 3.92% | 0.99% | 6.20% | -0.06% | 38.37% |
| 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% | -1.23% | 11.05% |
Benchmark Metrics
Fidelity Advisor Growth Opportunities Fund Class M has an annualized alpha of 2.95%, beta of 1.07, and R2 of 0.84 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 107.05% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 2.95% 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
- 2.95%
- Beta
- 1.07
- R²
- 0.84
- Upside Capture
- 122.54%
- Downside Capture
- 107.05%
Expense Ratio
FAGOX has a high expense ratio of 1.28%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
FAGOX ranks 41 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.
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 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.
| FAGOX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.32 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.22 | 2.46 | -0.23 |
| Martin ratioReturn relative to average drawdown | 8.14 | 10.92 | -2.78 |
Dividends
Dividend History
Fidelity Advisor Growth Opportunities Fund Class M provided a 3.66% dividend yield over the last twelve months, with an annual payout of $8.59 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 3.66% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $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 1.47%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -65.31%Nov 2008 | 1y 20d | 4y 4mo | 5y 5moNov 2007 - Apr 2013 |
Dot-com crash2000–2002 | -54.40%Oct 2002 | 3y 2mo | 4y 12mo | 8y 2moJul 1999 - Oct 2007 |
2023 bear market2023 | -44.84%Jan 2023 | 1y 1mo | 1y 5mo | 2y 6moNov 2021 - Jun 2024 |
COVID crash2020 | -33.69%Mar 2020 | 27d | 2mo 15d | 3mo 12dFeb 2020 - Jun 2020 |
1990 bear market1990 | -27.19%Oct 1990 | 2mo 26d | 3mo 22d | 6mo 18dJul 1990 - Jan 1991 |
Drawdown Indicators
| FAGOX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -1.47% | -3.21% | +1.74% |
Average DrawdownAverage peak-to-trough decline | -13.54% | -10.71% | -2.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 2.04% | +2.40% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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