PortfoliosLab logoPortfoliosLab logo
Fidelity Advisor Industrials Fund Class M (FCLTX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US3159188628
Issuer
Fidelity
Inception Date
Sep 3, 1996
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Growth

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

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


Performance

Performance Chart

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


Loading graphics...

S&P 500 Index

Returns By Period

Fidelity Advisor Industrials Fund Class M (FCLTX) has returned 0.72% so far this year and 28.88% over the past 12 months. Over the last decade, FCLTX has posted an annualized return of 12.22%, slightly higher than the S&P 500 Index benchmark’s 12.16%.


Fidelity Advisor Industrials Fund Class M

1D
-1.93%
1M
-12.58%
YTD
0.72%
6M
2.49%
1Y
28.88%
3Y*
24.06%
5Y*
14.13%
10Y*
12.22%

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 Jan 2, 2001, FCLTX's average daily return is +0.05%, while the average monthly return is +1.00%. At this rate, your investment would double in approximately 5.8 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.92%8.78%-12.58%0.72%
20256.00%-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%
20234.99%-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 4.00%, beta of 1.05, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since January 03, 2001.

  • This fund captured 125.00% of S&P 500 Index gains and 104.64% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • This fund generated an annualized alpha of 4.00% 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
4.00%
Beta
1.05
0.83
Upside Capture
125.00%
Downside Capture
104.64%

Expense Ratio

FCLTX has a high expense ratio of 1.27%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FCLTX ranks 75 for risk / return — better than 75% 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.


FCLTX Risk / Return Rank: 7575
Overall Rank
FCLTX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
FCLTX Sortino Ratio Rank: 7474
Sortino Ratio Rank
FCLTX Omega Ratio Rank: 6969
Omega Ratio Rank
FCLTX Calmar Ratio Rank: 8181
Calmar Ratio Rank
FCLTX Martin Ratio Rank: 7979
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 Industrials Fund Class M (FCLTX) and compare them to a chosen benchmark (S&P 500 Index).


FCLTXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.31

0.90

+0.41

Sortino ratio

Return per unit of downside risk

1.87

1.39

+0.48

Omega ratio

Gain probability vs. loss probability

1.26

1.21

+0.05

Calmar ratio

Return relative to maximum drawdown

1.97

1.40

+0.57

Martin ratio

Return relative to average drawdown

7.73

6.61

+1.13

Explore FCLTX 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 Industrials Fund Class M provided a 1.80% dividend yield over the last twelve months, with an annual payout of $0.96 per share.


0.00%5.00%10.00%15.00%20.00%$0.00$2.00$4.00$6.00$8.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
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

1.80%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.


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$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.


Loading graphics...

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.

The current Fidelity Advisor Industrials Fund Class M drawdown is 13.12%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.07%Oct 10, 2007355Mar 9, 2009442Dec 7, 2010797
-42.73%Feb 13, 202027Mar 23, 2020162Nov 10, 2020189
-35%May 22, 2001346Oct 9, 2002296Dec 11, 2003642
-28.83%May 2, 2011108Oct 3, 2011304Dec 18, 2012412
-26.59%Nov 17, 2021146Jun 16, 2022280Jul 31, 2023426

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...