- ISIN
- US3161456062
- Issuer
- Fidelity
- Inception Date
- Dec 23, 2003
- Category
- Diversified Portfolio
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
FCSDX Performance Chart
Fidelity Advisor Strategic Dividend & Income Fund Class C (FCSDX) is up 12.4% since the beginning of the year. FCSDX is currently trading at $20 per share. Investors who bought $1,000 worth of FCSDX shares 5 years ago would now be looking at an investment worth $1,430.
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Returns By Period
Fidelity Advisor Strategic Dividend & Income Fund Class C (FCSDX) has returned 12.38% so far this year and 22.46% over the past 12 months. Over the last ten years, FCSDX has returned 8.75% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.
Fidelity Advisor Strategic Dividend & Income Fund Class C
- 1D
- 0.67%
- 1M
- 2.42%
- YTD
- 12.38%
- 6M
- 12.69%
- 1Y
- 22.46%
- 3Y*
- 13.94%
- 5Y*
- 7.42%
- 10Y*
- 8.75%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
FCSDX Monthly Returns History
Based on dividend-adjusted daily data since Dec 24, 2003, FCSDX's average daily return is +0.03%, while the average monthly return is +0.65%. At this rate, an investment would double in approximately 8.9 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2009 with a return of +14.4%, while the worst month was Oct 2008 at -19.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, FCSDX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +7.8%, while the worst single day was Mar 16, 2020 at -9.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.86% | 5.32% | -4.37% | 5.34% | 1.46% | 0.52% | 12.38% | ||||||
| 2025 | 2.47% | 1.06% | -2.27% | -1.55% | 2.48% | 2.18% | 1.19% | 2.12% | 1.74% | 0.69% | 1.27% | 0.01% | 11.86% |
| 2024 | 0.19% | 2.10% | 2.86% | -3.67% | 3.27% | 0.18% | 3.13% | 3.02% | 2.13% | -1.76% | 4.31% | -5.39% | 10.33% |
| 2023 | 4.74% | -2.52% | -0.13% | 0.75% | -2.76% | 4.03% | 1.92% | -1.69% | -3.56% | -2.75% | 6.34% | 4.36% | 8.38% |
| 2022 | -3.41% | -1.53% | 2.39% | -4.39% | -0.61% | -5.60% | 5.10% | -3.05% | -7.19% | 5.82% | 5.31% | -3.18% | -10.86% |
| 2021 | -0.31% | 2.07% | 3.25% | 3.52% | 1.04% | 0.85% | 1.52% | 1.56% | -3.51% | 4.11% | -2.73% | 5.52% | 17.81% |
Benchmark Metrics
Fidelity Advisor Strategic Dividend & Income Fund Class C has an annualized alpha of 0.25%, beta of 0.77, and R2 of 0.88 versus S&P 500 Index. Calculated based on daily prices since December 26, 2003.
- This fund participated in 83.87% of S&P 500 Index downside but only 77.95% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 0.25%
- Beta
- 0.77
- R²
- 0.88
- Upside Capture
- 77.95%
- Downside Capture
- 83.87%
Expense Ratio
FCSDX has a high expense ratio of 1.73%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
FCSDX ranks 83 for risk / return — in the top 83% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor Strategic Dividend & Income Fund Class C (FCSDX) and compare them to S&P 500 Index.
| FCSDX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.78 | 2.24 | +0.53 |
Sortino ratioReturn per unit of downside risk | 3.88 | 3.07 | +0.81 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.41 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 3.93 | 2.93 | +1.00 |
Martin ratioReturn relative to average drawdown | 16.34 | 13.52 | +2.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Fidelity Advisor Strategic Dividend & Income Fund Class C provided a 6.20% dividend yield over the last twelve months, with an annual payout of $1.21 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.21 | $1.21 | $0.70 | $0.74 | $0.48 | $1.30 | $0.76 | $0.87 | $0.94 | $0.89 | $0.57 | $0.72 |
Dividend yield | 6.20% | 6.96% | 4.24% | 4.70% | 3.17% | 7.40% | 4.74% | 5.70% | 7.06% | 5.87% | 3.97% | 5.36% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Strategic Dividend & Income Fund Class C. 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 | $0.03 | $0.00 | $0.00 | $0.03 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $1.03 | $1.21 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.55 | $0.70 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.59 | $0.74 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.36 | $0.48 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $1.21 | $1.30 |
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 Strategic Dividend & Income Fund Class C. 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 Strategic Dividend & Income Fund Class C was 59.48%, occurring on Mar 9, 2009. Recovery took 912 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -59.48%Mar 2009 | 1y 5mo | 3y 7mo | 5y 8dOct 2007 - Oct 2012 |
COVID crash2020 | -30.04%Mar 2020 | 1mo 4d | 7mo 22d | 8mo 26dFeb 2020 - Nov 2020 |
Bear market2022 | -17.78%Oct 2022 | 9mo 10d | 1y 4mo | 2y 2moJan 2022 - Mar 2024 |
2025 selloff2025 | -12.87%Apr 2025 | 4mo 7d | 3mo 3d | 7mo 10dDec 2024 - Jul 2025 |
Rate-hike selloffLate 2018 | -12.68%Dec 2018 | 3mo 1d | 2mo 19d | 5mo 20dSep 2018 - Mar 2019 |
Drawdown Indicators
| FCSDX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.48% | -56.78% | -2.70% |
Max Drawdown (1Y)Largest decline over 1 year | -5.83% | -9.10% | +3.27% |
Max Drawdown (3Y)Largest decline over 3 years | -12.87% | -18.90% | +6.03% |
Max Drawdown (5Y)Largest decline over 5 years | -17.78% | -25.43% | +7.65% |
Max Drawdown (10Y)Largest decline over 10 years | -30.04% | -33.92% | +3.88% |
Current DrawdownCurrent decline from peak | 0.00% | -0.74% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -6.97% | -10.72% | +3.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 1.97% | -0.57% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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