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Fidelity Advisor Healthy Future Fund (FAPMX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3164338127

Issuer

Fidelity

Inception Date

May 23, 2022

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

FAPMX has a high expense ratio of 1.04%, indicating above-average management fees.


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:
FAPMX vs. XLK
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Performance

Performance Chart


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S&P 500

Returns By Period

Fidelity Advisor Healthy Future Fund (FAPMX) returned -2.94% year-to-date (YTD) and 2.13% over the past 12 months.


FAPMX

YTD

-2.94%

1M

2.96%

6M

-6.60%

1Y

2.13%

3Y*

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of FAPMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.19%-3.17%-3.43%-0.87%2.47%-2.94%
20241.06%6.11%1.98%-3.39%5.26%1.82%1.33%3.00%2.02%-3.59%5.32%-4.33%17.12%
20236.39%-2.66%4.76%2.32%-1.98%6.34%2.63%-2.92%-5.10%-3.26%7.53%4.42%18.85%
2022-5.69%8.94%-5.44%-7.06%2.82%6.55%-5.45%-6.47%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FAPMX is 17, meaning it’s performing worse than 83% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FAPMX is 1717
Overall Rank
The Sharpe Ratio Rank of FAPMX is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of FAPMX is 1818
Sortino Ratio Rank
The Omega Ratio Rank of FAPMX is 1717
Omega Ratio Rank
The Calmar Ratio Rank of FAPMX is 1919
Calmar Ratio Rank
The Martin Ratio Rank of FAPMX is 1919
Martin 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 Healthy Future Fund (FAPMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Fidelity Advisor Healthy Future Fund Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.09
  • All Time: 0.50

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Fidelity Advisor Healthy Future Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Fidelity Advisor Healthy Future Fund provided a 0.07% dividend yield over the last twelve months, with an annual payout of $0.01 per share.


0.07%$0.00$0.00$0.00$0.01$0.0120232024
Dividends
Dividend Yield
PeriodTTM20242023
Dividend$0.01$0.01$0.01

Dividend yield

0.07%0.07%0.07%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Healthy Future Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.01
2023$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.01

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 Healthy Future Fund. 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 Healthy Future Fund was 16.95%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Fidelity Advisor Healthy Future Fund drawdown is 7.54%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-16.95%Dec 5, 202484Apr 8, 2025
-16.34%Aug 16, 202247Oct 20, 2022161Jun 13, 2023208
-12.42%Jul 27, 202366Oct 27, 202348Jan 8, 2024114
-12.16%Jun 3, 202210Jun 16, 202227Jul 27, 202237
-6.71%Jul 17, 202414Aug 5, 202410Aug 19, 202424
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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