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Fidelity Advisor Blue Chip Growth Fund Class Z (FB...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

Issuer
Fidelity
Distribution Policy
Distributing
Asset Class
Multi-Asset

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Blue Chip Growth Fund Class Z, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) has returned -11.14% so far this year and 22.62% over the past 12 months.


Fidelity Advisor Blue Chip Growth Fund Class Z

1D
-1.16%
1M
-8.97%
YTD
-11.14%
6M
-8.01%
1Y
22.62%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 14, 2024, FBCKX's average daily return is +0.05%, while the average monthly return is +0.89%. At this rate, your investment would double in approximately 6.5 years.

Historically, 61% of months were positive and 39% were negative. The best month was May 2025 with a return of +10.2%, 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.08%-2.30%-8.97%-11.14%
20252.25%-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 2.99%, beta of 1.34, and R² of 0.89 versus S&P 500 Index. Calculated based on daily prices since October 15, 2024.

  • This fund captured 137.57% of S&P 500 Index gains and 112.98% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • This fund generated an annualized alpha of 2.99% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Alpha
2.99%
Beta
1.34
0.89
Upside Capture
137.57%
Downside Capture
112.98%

Expense Ratio

FBCKX has an expense ratio of 0.61%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FBCKX ranks 50 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.


FBCKX Risk / Return Rank: 5050
Overall Rank
FBCKX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
FBCKX Sortino Ratio Rank: 4949
Sortino Ratio Rank
FBCKX Omega Ratio Rank: 4747
Omega Ratio Rank
FBCKX Calmar Ratio Rank: 5656
Calmar Ratio Rank
FBCKX Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) and compare them to a chosen benchmark (S&P 500 Index).


FBCKXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.91

0.90

+0.02

Sortino ratio

Return per unit of downside risk

1.43

1.39

+0.05

Omega ratio

Gain probability vs. loss probability

1.21

1.21

-0.01

Calmar ratio

Return relative to maximum drawdown

1.36

1.40

-0.04

Martin ratio

Return relative to average drawdown

5.47

6.61

-1.14

Explore FBCKX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Fidelity Advisor Blue Chip Growth Fund Class Z provided a 2.14% dividend yield over the last twelve months, with an annual payout of $5.07 per share.


1.90%1.95%2.00%2.05%2.10%$0.00$1.00$2.00$3.00$4.00$5.0020242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$5.07$5.07$4.82

Dividend yield

2.14%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$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 12.63%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-27.06%Jan 24, 202552Apr 8, 202559Jul 3, 2025111
-12.63%Jan 14, 202652Mar 30, 2026
-8.08%Oct 30, 202516Nov 20, 202531Jan 7, 202647
-4.64%Jan 7, 20255Jan 14, 20255Jan 22, 202510
-4.07%Dec 17, 20242Dec 18, 20244Dec 24, 20246

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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