Fidelity Advisor Industrials Fund Class M (FCLTX)

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Fidelity Advisor Industrials Fund Class M (FCLTX) is up 13.4% since the beginning of the year. FCLTX is currently trading at $60 per share. Investors who bought $1,000 worth of FCLTX shares 5 years ago would now be looking at an investment worth $2,093.

Fidelity Advisor Industrials Fund Class M (FCLTX) has returned 13.44% so far this year and 25.72% over the past 12 months. Over the last ten years, FCLTX has had an annualized return of 13.53%, just under the S&P 500 Index benchmark’s 13.66%.

Based on dividend-adjusted daily data since Jan 2, 2001, FCLTX's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, an investment would double in approximately 5.6 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%.

Fidelity Advisor Industrials Fund Class M has an annualized alpha of 3.69%, 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 122.94% of S&P 500 Index gains and 104.56% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 3.69% 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.

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

FCLTX ranks 29 for risk / return — below 29% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Fidelity Advisor Industrials Fund Class M (FCLTX) and compare them to S&P 500 Index.

Fidelity Advisor Industrials Fund Class M provided a 1.60% dividend yield over the last twelve months, with an annual payout of $0.96 per share.

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.

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.

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 2.48%.

The chart below shows the rolling one-month volatility.