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- Fidelity
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- Diversified Portfolio
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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 17.7% since the beginning of the year. FBCKX is currently trading at $314 per share.
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Returns By Period
Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) has returned 17.70% so far this year and 45.21% over the past 12 months.
Fidelity Advisor Blue Chip Growth Fund Class Z
- 1D
- 0.86%
- 1M
- 8.31%
- YTD
- 17.70%
- 6M
- 18.87%
- 1Y
- 45.21%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
FBCKX Monthly Returns History
Based on dividend-adjusted daily data since Oct 14, 2024, FBCKX's average daily return is +0.11%, while the average monthly return is +2.16%. At this rate, an investment would double in approximately 2.7 years.
Historically, 67% of months were positive and 33% 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 60% 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% | 0.86% | 17.70% | ||||||
| 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 5.21%, 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 151.12% of S&P 500 Index gains and 108.57% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 5.21% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 5.21%
- Beta
- 1.34
- R²
- 0.89
- Upside Capture
- 151.12%
- Downside Capture
- 108.57%
Expense Ratio
FBCKX has an expense ratio of 0.61%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FBCKX ranks 76 for risk / return — better than 76% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
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 S&P 500 Index.
| FBCKX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.68 | 2.39 | +0.29 |
Sortino ratioReturn per unit of downside risk | 3.43 | 3.25 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.43 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.70 | 3.11 | +0.58 |
Martin ratioReturn relative to average drawdown | 15.66 | 14.38 | +1.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Fidelity Advisor Blue Chip Growth Fund Class Z provided a 1.62% 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 | 1.62% | 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 | ||||||
| 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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -27.06%Apr 2025 | 2mo 14d | 2mo 26d | 5mo 10dJan 2025 - Jul 2025 |
2026 correction2026 | -12.63%Mar 2026 | 2mo 15d | 15d | 3moJan 2026 - Apr 2026 |
2025 pullback2025 | -8.08%Nov 2025 | 21d | 1mo 18d | 2mo 9dOct 2025 - Jan 2026 |
2025 pullback2025 | -4.64%Jan 2025 | 7d | 8d | 15dJan 2025 - Jan 2025 |
2024 pullback2024 | -4.07%Dec 2024 | 1d | 6d | 7dDec 2024 - Dec 2024 |
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 | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -10.72% | +6.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 1.97% | +1.00% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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