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Share Price Chart
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Performance
FBCKX Performance Chart
Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) is up 10.2% since the beginning of the year. FBCKX is currently trading at $294 per share.
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Returns By Period
Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) has returned 10.19% so far this year and 24.26% over the past 12 months.
Fidelity Advisor Blue Chip Growth Fund Class Z
- 1D
- 3.14%
- 1M
- -4.18%
- 6M
- 10.28%
- YTD
- 10.19%
- 1Y
- 24.26%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 21.55%
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%
FBCKX Monthly Returns History
Based on dividend-adjusted daily data since Oct 14, 2024, FBCKX's average daily return is +0.09%, while the average monthly return is +1.77%. At this rate, an investment would double in approximately 3.3 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2026 with a return of +16.1%, while the worst month was Mar 2025 at -10.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.
On a daily basis, FBCKX closed higher 58% of trading days. The best single day was Apr 9, 2025 with a return of +12.7%, while the worst single day was Apr 3, 2025 at -7.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.08% | -2.30% | -4.83% | 16.07% | 8.22% | 0.64% | -6.17% | 10.19% | |||||
| 2025 | 2.25% | -4.96% | -10.51% | 0.61% | 10.22% | 8.08% | 4.59% | 1.05% | 5.23% | 3.75% | -1.47% | 1.27% | 19.99% |
| 2024 | -2.19% | 7.08% | 2.42% | 7.26% |
Benchmark Metrics
Fidelity Advisor Blue Chip Growth Fund Class Z has an annualized alpha of 1.79%, beta of 1.37, and R2 of 0.88 versus S&P 500 Index. Calculated based on daily prices since October 14, 2024.
- This fund captured 150.62% of S&P 500 Index gains and 127.04% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- Alpha
- 1.79%
- Beta
- 1.37
- R²
- 0.88
- Upside Capture
- 150.62%
- Downside Capture
- 127.04%
Expense Ratio
FBCKX has an expense ratio of 0.61%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FBCKX ranks 34 for risk / return — above 34% of mutual funds peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) 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.
| FBCKX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.25 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.74 | 2.00 | -0.26 |
| Martin ratioReturn relative to average drawdown | 6.22 | 8.49 | -2.27 |
Dividends
Dividend History
Fidelity Advisor Blue Chip Growth Fund Class Z provided a 1.73% dividend yield over the last twelve months, with an annual payout of $5.07 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $5.07 | $5.07 | $4.82 |
Dividend yield | 1.73% | 1.90% | 2.12% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Blue Chip Growth Fund Class Z. 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 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.07 | $0.00 | $0.00 | $0.00 | $5.07 |
| 2024 | $4.82 | $4.82 |
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 Blue Chip Growth Fund Class Z. 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 Blue Chip Growth Fund Class Z was 27.06%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current Fidelity Advisor Blue Chip Growth Fund Class Z drawdown is 7.79%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-27.06%Apr 2025 | 2mo 14d | 2mo 26d | 5mo 10dJan 2025 - Jul 2025 | 2025 selloff2025 |
-12.63%Mar 2026 | 2mo 15d | 15d | 3moJan 2026 - Apr 2026 | — |
-10.59%Jul 2026 | 1mo 13d | — | 1mo 18dJun 2026 - now | — |
-8.08%Nov 2025 | 21d | 1mo 18d | 2mo 9dOct 2025 - Jan 2026 | — |
-6.39%Jun 2026 | 7d | 5d | 12dJun 2026 - Jun 2026 | — |
Drawdown Indicators
| FBCKX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.06% | -56.78% | +29.72% |
Max Drawdown (1Y)Largest decline over 1 year | -12.63% | -9.10% | -3.53% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -7.79% | -1.58% | -6.21% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -10.70% | +6.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 2.14% | +1.39% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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