- ISIN
- US3159188628
- Issuer
- Fidelity
- Inception Date
- Sep 3, 1996
- Category
- Industrials Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FCLTX Performance Chart
Fidelity Advisor Industrials Fund Class M (FCLTX) is up 20.3% since the beginning of the year. FCLTX is currently trading at $64 per share. Investors who bought $1,000 worth of FCLTX shares 5 years ago would now be looking at an investment worth $2,283.
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Returns By Period
Fidelity Advisor Industrials Fund Class M (FCLTX) has returned 20.32% so far this year and 32.99% over the past 12 months. Looking at the last ten years, FCLTX has achieved an annualized return of 14.56%, outperforming the S&P 500 Index benchmark, which averaged 13.71% per year.
Fidelity Advisor Industrials Fund Class M
- 1D
- 0.71%
- 1M
- 7.91%
- YTD
- 20.32%
- 6M
- 18.38%
- 1Y
- 32.99%
- 3Y*
- 30.61%
- 5Y*
- 17.95%
- 10Y*
- 14.56%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
FCLTX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 2001, FCLTX's average daily return is +0.05%, while the average monthly return is +1.05%. At this rate, an investment would double in approximately 5.5 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2009 with a return of +21.3%, while the worst month was Oct 2008 at -23.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, FCLTX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +11.3%, while the worst single day was Mar 16, 2020 at -11.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.92% | 8.78% | -9.44% | 9.85% | -1.05% | 6.10% | 20.32% | ||||||
| 2025 | 6.00% | -3.73% | -4.93% | 2.89% | 11.10% | 4.99% | 4.20% | -1.19% | 1.76% | 1.53% | -0.74% | 0.98% | 24.14% |
| 2024 | -0.73% | 11.59% | 4.66% | -4.66% | 2.80% | -1.51% | 6.09% | 0.85% | 4.15% | -1.09% | 9.07% | -5.00% | 27.80% |
| 2023 | 4.99% | -1.22% | -1.29% | -1.49% | -2.05% | 12.18% | 3.79% | -1.27% | -6.06% | -5.57% | 12.79% | 7.68% | 22.34% |
| 2022 | -8.54% | 0.37% | 2.17% | -8.07% | -2.49% | -6.80% | 10.54% | -2.97% | -8.86% | 12.42% | 6.12% | -2.46% | -10.87% |
| 2021 | -6.06% | 4.66% | 6.16% | 2.42% | 2.24% | -2.69% | 2.97% | 1.51% | -4.31% | 7.64% | -3.15% | 4.57% | 15.97% |
Benchmark Metrics
Fidelity Advisor Industrials Fund Class M has an annualized alpha of 4.13%, beta of 1.05, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since January 02, 2001.
- This fund captured 123.74% of S&P 500 Index gains and 103.26% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 4.13% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.05 and R2 of 0.83, 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
- 4.13%
- Beta
- 1.05
- R²
- 0.83
- Upside Capture
- 123.74%
- Downside Capture
- 103.26%
Expense Ratio
FCLTX has a high expense ratio of 1.27%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
FCLTX ranks 48 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor Industrials Fund Class M (FCLTX) 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.
| FCLTX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.32 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.69 | 2.46 | +0.23 |
| Martin ratioReturn relative to average drawdown | 10.82 | 10.92 | -0.10 |
Dividends
Dividend History
Fidelity Advisor Industrials Fund Class M provided a 1.51% dividend yield over the last twelve months, with an annual payout of $0.96 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.96 | $0.96 | $3.44 | $3.30 | $1.16 | $8.50 | $0.24 | $2.72 | $3.77 | $1.15 | $1.98 | $2.95 |
Dividend yield | 1.51% | 1.82% | 7.91% | 8.95% | 3.54% | 22.27% | 0.60% | 7.40% | 12.19% | 2.81% | 5.59% | 9.09% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Industrials Fund Class M. 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 | $0.00 | $0.00 | $0.00 | $0.96 | $0.96 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.44 | $3.44 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.30 | $3.30 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.16 | $1.16 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.50 | $8.50 |
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 Industrials 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 Industrials Fund Class M was 61.07%, occurring on Mar 9, 2009. Recovery took 442 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -61.07%Mar 2009 | 1y 5mo | 1y 9mo | 3y 1moOct 2007 - Dec 2010 |
COVID crash2020 | -42.73%Mar 2020 | 1mo 9d | 7mo 22d | 9mo 1dFeb 2020 - Nov 2020 |
Dot-com crash2000–2002 | -35.00%Oct 2002 | 1y 4mo | 1y 2mo | 2y 6moMay 2001 - Dec 2003 |
2011 bear market2011 | -28.83%Oct 2011 | 5mo 4d | 1y 2mo | 1y 7moMay 2011 - Dec 2012 |
Bear market2022 | -26.59%Jun 2022 | 7mo 1d | 1y 1mo | 1y 8moNov 2021 - Jul 2023 |
Drawdown Indicators
| FCLTX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.07% | -56.78% | -4.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.12% | -9.10% | -4.02% |
Max Drawdown (3Y)Largest decline over 3 years | -21.35% | -18.90% | -2.45% |
Max Drawdown (5Y)Largest decline over 5 years | -26.59% | -25.43% | -1.16% |
Max Drawdown (10Y)Largest decline over 10 years | -42.73% | -33.92% | -8.81% |
Current DrawdownCurrent decline from peak | 0.00% | -3.21% | +3.21% |
Average DrawdownAverage peak-to-trough decline | -8.34% | -10.71% | +2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 2.04% | +1.21% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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