PortfoliosLab logo
Fidelity Advisor Stock Selector Small Cap Fund Cla...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3160665051

Issuer

Fidelity

Inception Date

May 2, 2007

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Small-Cap

Asset Class Style

Blend

Expense Ratio

FCDAX has a high expense ratio of 1.19%, indicating above-average management fees.


Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


Loading data...

Returns By Period

Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) returned -7.35% year-to-date (YTD) and -4.53% over the past 12 months. Over the past 10 years, FCDAX returned 3.49% annually, underperforming the S&P 500 benchmark at 10.35%.


FCDAX

YTD

-7.35%

1M

10.64%

6M

-16.66%

1Y

-4.53%

5Y*

10.12%

10Y*

3.49%

^GSPC (Benchmark)

YTD

-3.77%

1M

5.53%

6M

-5.60%

1Y

8.37%

5Y*

14.61%

10Y*

10.35%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.04%-5.89%-6.35%-1.17%3.23%-7.35%
2024-0.81%6.01%4.22%-6.00%5.72%-1.60%8.57%-0.11%1.01%-2.09%8.93%-10.54%12.02%
20239.16%-0.54%-3.71%-1.10%-2.39%8.64%4.41%-2.39%-5.75%-6.24%7.59%12.10%19.09%
2022-9.21%-0.17%0.53%-8.82%-0.11%-8.96%11.23%-1.79%-9.19%10.40%3.93%-5.20%-18.47%
20211.78%9.26%1.15%3.86%-0.98%0.23%-0.90%4.22%-1.88%5.76%-3.71%-6.55%11.81%
2020-1.41%-8.49%-18.86%11.59%7.93%1.55%4.22%4.61%-1.44%0.71%15.82%6.52%19.55%
201910.51%5.01%-0.09%3.01%-6.61%7.77%1.07%-2.95%0.35%3.25%4.58%-0.08%27.64%
20183.16%-3.17%1.50%-0.04%5.93%-0.54%2.16%5.51%-2.74%-10.74%2.16%-26.38%-24.85%
20170.62%2.16%-1.10%0.73%-2.24%1.67%0.80%-0.53%5.14%1.92%2.10%-9.60%0.94%
2016-7.53%-0.62%7.53%0.58%2.13%-0.26%4.44%0.46%1.37%-3.93%8.35%1.47%13.72%
2015-2.10%5.88%1.55%-1.52%2.90%-0.50%0.23%-5.84%-4.64%5.38%3.31%-3.63%0.21%
2014-1.86%4.41%-1.43%-2.76%-0.39%4.94%-6.03%4.77%-5.93%4.80%1.28%3.29%4.25%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FCDAX is 13, meaning it’s performing worse than 87% 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 FCDAX is 1313
Overall Rank
The Sharpe Ratio Rank of FCDAX is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of FCDAX is 1414
Sortino Ratio Rank
The Omega Ratio Rank of FCDAX is 1414
Omega Ratio Rank
The Calmar Ratio Rank of FCDAX is 1212
Calmar Ratio Rank
The Martin Ratio Rank of FCDAX is 1313
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 Stock Selector Small Cap Fund Class A (FCDAX) 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 Stock Selector Small Cap Fund Class A Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: -0.21
  • 5-Year: 0.43
  • 10-Year: 0.15
  • All Time: 0.17

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 Stock Selector Small Cap Fund Class A compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Loading data...

Dividends

Dividend History

Fidelity Advisor Stock Selector Small Cap Fund Class A provided a 0.63% dividend yield over the last twelve months, with an annual payout of $0.21 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.50$2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.21$0.21$0.01$0.02$0.00$0.00$0.03$0.01$0.03$0.07$1.63$2.34

Dividend yield

0.63%0.59%0.02%0.08%0.00%0.00%0.12%0.06%0.13%0.26%7.17%9.61%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Stock Selector Small Cap Fund Class A. 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$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.21
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.02
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.07$0.07
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.63$1.63
2014$2.34$2.34

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.


Loading data...

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Advisor Stock Selector Small Cap Fund Class A. 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 Stock Selector Small Cap Fund Class A was 64.98%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.

The current Fidelity Advisor Stock Selector Small Cap Fund Class A drawdown is 17.59%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-64.98%Jul 16, 2007415Mar 9, 2009985Feb 6, 20131400
-47%Sep 4, 2018390Mar 23, 2020191Dec 22, 2020581
-37.68%Nov 8, 2021153Jun 16, 2022601Nov 6, 2024754
-28.86%Nov 26, 202490Apr 8, 2025
-21.57%Jun 24, 2015161Feb 11, 2016192Nov 14, 2016353

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...