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ISIN
US3160668022
Issuer
Fidelity
Inception Date
May 2, 2007
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Small-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

FCDTX Performance Chart

Fidelity Advisor Stock Selector Small Cap Fund Class M (FCDTX) is up 14.7% since the beginning of the year. FCDTX is currently trading at $44 per share. Investors who bought $1,000 worth of FCDTX shares 5 years ago would now be looking at an investment worth $1,539.


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S&P 500 Index

Returns By Period

Fidelity Advisor Stock Selector Small Cap Fund Class M (FCDTX) has returned 14.72% so far this year and 39.27% over the past 12 months. Over the last ten years, FCDTX has returned 12.13% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


Fidelity Advisor Stock Selector Small Cap Fund Class M

1D
-0.83%
1M
-0.63%
YTD
14.72%
6M
15.26%
1Y
39.27%
3Y*
18.80%
5Y*
9.01%
10Y*
12.13%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FCDTX Monthly Returns History

Based on dividend-adjusted daily data since Apr 3, 2006, FCDTX's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, an investment would double in approximately 7.4 years.

Historically, 58% of months were positive and 42% were negative. The best month was Apr 2009 with a return of +19.4%, while the worst month was Oct 2008 at -23.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FCDTX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +10.3%, while the worst single day was Mar 16, 2020 at -13.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.60%3.72%-5.04%10.90%0.29%-0.83%14.72%
20253.01%-5.93%-6.37%-1.19%4.31%5.85%1.83%5.02%2.16%1.16%4.92%-0.91%13.73%
2024-0.85%5.98%4.21%-6.03%5.73%-1.65%8.58%-0.14%1.01%-2.14%8.94%-8.84%13.89%
20239.16%-0.57%-3.74%-1.11%-2.40%8.59%4.38%-2.40%-5.79%-6.25%7.57%12.08%18.79%
2022-9.24%-0.17%0.49%-8.80%-0.15%-8.95%11.20%-1.83%-9.19%10.37%3.88%-5.24%-18.70%
20211.75%9.24%1.10%3.83%-0.99%0.24%-0.94%4.18%-1.90%5.76%-3.75%3.92%24.02%

Benchmark Metrics

Fidelity Advisor Stock Selector Small Cap Fund Class M has an annualized alpha of -1.51%, beta of 1.10, and R2 of 0.82 versus S&P 500 Index. Calculated based on daily prices since April 04, 2006.

  • This fund participated in 114.96% of S&P 500 Index downside but only 109.29% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 1.10 and R2 of 0.82, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-1.51%
Beta
1.10
0.82
Upside Capture
109.29%
Downside Capture
114.96%

Expense Ratio

FCDTX has a high expense ratio of 1.46%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FCDTX ranks 65 for risk / return — better than 65% 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.


FCDTX Risk / Return Rank: 6565
Overall Rank
FCDTX Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
FCDTX Sortino Ratio Rank: 5656
Sortino Ratio Rank
FCDTX Omega Ratio Rank: 4848
Omega Ratio Rank
FCDTX Calmar Ratio Rank: 8484
Calmar Ratio Rank
FCDTX Martin Ratio Rank: 8282
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 Stock Selector Small Cap Fund Class M (FCDTX) and compare them to S&P 500 Index.


FCDTXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.23

2.39

-0.16

Sortino ratio

Return per unit of downside risk

3.16

3.25

-0.09

Omega ratio

Gain probability vs. loss probability

1.38

1.43

-0.05

Calmar ratio

Return relative to maximum drawdown

3.94

3.11

+0.83

Martin ratio

Return relative to average drawdown

15.34

14.38

+0.96

Dividends

Dividend History

Fidelity Advisor Stock Selector Small Cap Fund Class M provided a 0.36% dividend yield over the last twelve months, with an annual payout of $0.16 per share.


0.00%5.00%10.00%15.00%20.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.16$0.16$0.84$0.00$0.01$3.55$0.43$0.46$4.37$2.65$0.30$1.52

Dividend yield

0.36%0.42%2.47%0.00%0.04%11.15%1.50%1.91%23.15%10.48%1.20%6.83%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Stock Selector Small Cap Fund Class M. 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$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.16$0.16
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.84$0.84
2023$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
2022$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
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.55$3.55

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 Stock Selector Small Cap Fund Class M. 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 M was 65.78%, occurring on Mar 9, 2009. Recovery took 1021 trading sessions.

The current Fidelity Advisor Stock Selector Small Cap Fund Class M drawdown is 2.59%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-65.78%Mar 2009
1y 7mo4y 20d
5y 8moJul 2007 - Mar 2013
COVID crash2020
-38.48%Mar 2020
1mo 8d6mo 20d
7mo 28dFeb 2020 - Oct 2020
Bear market2022
-30.78%Jun 2022
7mo 10d1y 9mo
2y 4moNov 2021 - Mar 2024
2025 selloff2025
-27.56%Apr 2025
4mo 13d6mo 19d
11mo 2dNov 2024 - Oct 2025
Rate-hike selloffLate 2018
-26.35%Dec 2018
3mo 21d11mo 7d
1y 2moSep 2018 - Nov 2019

Drawdown Indicators


FCDTXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-65.78%

-56.78%

-9.00%

Max Drawdown (1Y)

Largest decline over 1 year

-10.07%

-9.10%

-0.97%

Max Drawdown (3Y)

Largest decline over 3 years

-27.56%

-18.90%

-8.66%

Max Drawdown (5Y)

Largest decline over 5 years

-30.78%

-25.43%

-5.35%

Max Drawdown (10Y)

Largest decline over 10 years

-38.48%

-33.92%

-4.56%

Current Drawdown

Current decline from peak

-2.59%

0.00%

-2.59%

Average Drawdown

Average peak-to-trough decline

-12.40%

-10.72%

-1.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.58%

1.97%

+0.61%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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