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

Fund Info

ISINUS3158072062
IssuerFidelity
Inception DateNov 18, 1987
CategoryLarge Cap Growth Equities
Min. Investment$0
Asset ClassEquity

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.


Expense ratio chart for FAGOX: current value at 1.28% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.28%

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: 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.


0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
21.99%
14.94%
FAGOX (Fidelity Advisor Growth Opportunities Fund Class M)
Benchmark (^GSPC)

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%.


PeriodReturnBenchmark
Year-To-Date39.30%25.82%
1 month4.80%3.20%
6 months21.99%14.94%
1 year53.71%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.29%9.27%2.83%-4.39%6.81%5.80%-2.96%3.10%3.92%0.99%39.30%
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%-10.09%1.10%
20202.76%-4.94%-12.64%18.94%9.58%8.98%8.27%12.08%-3.56%-2.28%14.40%0.71%59.71%
201911.90%5.19%2.69%4.16%-7.03%7.16%1.95%-1.50%-3.17%5.26%6.24%-1.46%34.41%
20187.61%-1.67%-2.60%1.51%5.41%6.52%1.43%6.86%0.65%-9.98%2.73%-14.43%1.40%
20174.35%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%
20140.07%6.24%-4.30%-3.59%2.73%3.47%-2.96%5.56%-2.26%4.24%2.93%-0.52%11.43%
20134.81%-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.


The Risk-Adjusted Performance Rank of FAGOX is 7070
Combined Rank
The Sharpe Ratio Rank of FAGOX is 8080Sharpe Ratio Rank
The Sortino Ratio Rank of FAGOX is 6464Sortino Ratio Rank
The Omega Ratio Rank of FAGOX is 6767Omega Ratio Rank
The Calmar Ratio Rank of FAGOX is 6868Calmar Ratio Rank
The Martin Ratio Rank of FAGOX is 7070Martin 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 M (FAGOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


FAGOX
Sharpe ratio
The chart of Sharpe ratio for FAGOX, currently valued at 2.85, compared to the broader market0.002.004.002.85
Sortino ratio
The chart of Sortino ratio for FAGOX, currently valued at 3.62, compared to the broader market0.005.0010.003.62
Omega ratio
The chart of Omega ratio for FAGOX, currently valued at 1.51, compared to the broader market1.002.003.004.001.51
Calmar ratio
The chart of Calmar ratio for FAGOX, currently valued at 1.75, compared to the broader market0.005.0010.0015.0020.0025.001.75
Martin ratio
The chart of Martin ratio for FAGOX, currently valued at 16.44, compared to the broader market0.0020.0040.0060.0080.00100.0016.44
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 3.08, compared to the broader market0.002.004.003.08
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 4.10, compared to the broader market0.005.0010.004.10
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.58, compared to the broader market1.002.003.004.001.58
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.48, compared to the broader market0.005.0010.0015.0020.0025.004.48
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 20.05, compared to the broader market0.0020.0040.0060.0080.00100.0020.05

Sharpe Ratio

The current Fidelity Advisor Growth Opportunities Fund Class M Sharpe ratio is 2.85. 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 M 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 Ratio1.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.85
3.08
FAGOX (Fidelity Advisor Growth Opportunities Fund Class M)
Benchmark (^GSPC)

Dividends

Dividend History


Fidelity Advisor Growth Opportunities Fund Class M 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%JuneJulyAugustSeptemberOctoberNovember00
FAGOX (Fidelity Advisor Growth Opportunities Fund Class M)
Benchmark (^GSPC)

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, 2007266Nov 20, 20081092Mar 28, 20131358
-52.83%Mar 27, 2000635Oct 9, 20021250Oct 1, 20071885
-49.78%Nov 17, 2021285Jan 5, 2023445Oct 14, 2024730
-33.69%Feb 20, 202020Mar 18, 202051Jun 1, 202071
-29.97%Jul 21, 2015143Feb 11, 2016466Dec 15, 2017609

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.


2.00%4.00%6.00%8.00%10.00%JuneJulyAugustSeptemberOctoberNovember
5.43%
3.89%
FAGOX (Fidelity Advisor Growth Opportunities Fund Class M)
Benchmark (^GSPC)