- ISIN
- US3161271099
- CUSIP
- 316127109
- Issuer
- Fidelity
- Inception Date
- Jul 10, 1970
- Category
- Large Cap Growth Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FDESX Performance Chart
Fidelity Advisor Diversified Stock Fund Class O (FDESX) is up 14.6% since the beginning of the year. FDESX is currently trading at $44 per share. Investors who bought $1,000 worth of FDESX shares 5 years ago would now be looking at an investment worth $1,948.
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Returns By Period
Fidelity Advisor Diversified Stock Fund Class O (FDESX) has returned 14.64% so far this year and 31.43% over the past 12 months. Looking at the last ten years, FDESX has achieved an annualized return of 16.43%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Fidelity Advisor Diversified Stock Fund Class O
- 1D
- 1.34%
- 1M
- 2.57%
- YTD
- 14.64%
- 6M
- 13.87%
- 1Y
- 31.43%
- 3Y*
- 22.55%
- 5Y*
- 14.27%
- 10Y*
- 16.43%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FDESX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1980, FDESX's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.
Historically, 63% of months were positive and 37% were negative. The best month was Oct 1982 with a return of +15.8%, while the worst month was Oct 1987 at -25.4%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.
On a daily basis, FDESX closed higher 53% of trading days. The best single day was Dec 20, 2024 with a return of +13.5%, while the worst single day was Jul 25, 1983 at -20.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.90% | 0.38% | -5.46% | 11.09% | 4.91% | 0.73% | 14.64% | ||||||
| 2025 | 4.16% | -4.05% | -7.01% | -1.11% | 6.86% | 5.63% | 2.82% | 0.97% | 3.24% | 2.69% | 0.07% | -0.16% | 14.07% |
| 2024 | 2.76% | 7.87% | 3.68% | -4.31% | 5.44% | 2.95% | -0.34% | 1.90% | 2.02% | -0.41% | 6.31% | -2.17% | 28.08% |
| 2023 | 6.91% | -2.90% | 2.88% | 1.27% | 2.37% | 6.42% | 3.69% | -0.95% | -5.17% | -2.17% | 9.58% | 4.33% | 28.34% |
| 2022 | -6.74% | -2.05% | 3.72% | -8.62% | 0.33% | -8.41% | 7.03% | -4.02% | -8.35% | 7.96% | 4.77% | -5.41% | -19.86% |
| 2021 | -0.28% | 4.79% | 2.72% | 5.91% | 0.93% | 2.12% | 0.77% | 2.72% | -3.89% | 7.72% | -1.00% | 3.16% | 28.26% |
Benchmark Metrics
Fidelity Advisor Diversified Stock Fund Class O has an annualized alpha of 0.46%, beta of 0.99, and R2 of 0.81 versus S&P 500 Index. Calculated based on daily prices since January 02, 1980.
- This fund participated in 108.00% of S&P 500 Index downside but only 108.00% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.99 and R2 of 0.81, 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
- 0.46%
- Beta
- 0.99
- R²
- 0.81
- Upside Capture
- 108.00%
- Downside Capture
- 108.00%
Expense Ratio
FDESX has an expense ratio of 0.45%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FDESX ranks 62 for risk / return — better than 62% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class O (FDESX) 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.
| FDESX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.13 | 2.78 | +0.34 |
| Martin ratioReturn relative to average drawdown | 13.47 | 12.44 | +1.03 |
Dividends
Dividend History
Fidelity Advisor Diversified Stock Fund Class O provided a 5.74% dividend yield over the last twelve months, with an annual payout of $2.52 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.52 | $2.52 | $5.01 | $1.13 | $2.34 | $5.91 | $1.69 | $0.86 | $2.89 | $1.93 | $0.39 | $1.72 |
Dividend yield | 5.74% | 6.58% | 13.97% | 3.55% | 9.06% | 16.87% | 5.28% | 3.23% | 13.54% | 7.61% | 1.67% | 8.53% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Diversified Stock Fund Class O. 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 | $2.52 | $2.52 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.01 | $5.01 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.13 | $1.13 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.34 | $2.34 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.91 | $5.91 |
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 Diversified Stock Fund Class O. 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 Diversified Stock Fund Class O was 65.36%, occurring on Mar 9, 2009. Recovery took 962 trading sessions.
The current Fidelity Advisor Diversified Stock Fund Class O drawdown is 0.36%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -65.36%Mar 2009 | 9y 7mo | 3y 10mo | 13y 5moJul 1999 - Jan 2013 |
Black Monday1987 | -45.14%Dec 1987 | 3mo 19d | 1y 10mo | 2y 1moAug 1987 - Oct 1989 |
1984 bear market1984 | -38.89%Jul 1984 | 1y 1mo | 2y 11mo | 4y 17dJun 1983 - Jul 1987 |
1982 bear market1982 | -36.56%Aug 1982 | 1y 1mo | 5mo 5d | 1y 7moJun 1981 - Jan 1983 |
COVID crash2020 | -30.39%Mar 2020 | 1mo 2d | 3mo 15d | 4mo 17dFeb 2020 - Jul 2020 |
Drawdown Indicators
| FDESX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.36% | -56.78% | -8.58% |
Max Drawdown (1Y)Largest decline over 1 year | -9.99% | -9.10% | -0.89% |
Max Drawdown (3Y)Largest decline over 3 years | -27.06% | -18.90% | -8.16% |
Max Drawdown (5Y)Largest decline over 5 years | -27.06% | -25.43% | -1.63% |
Max Drawdown (10Y)Largest decline over 10 years | -30.39% | -33.92% | +3.53% |
Current DrawdownCurrent decline from peak | -0.36% | -1.80% | +1.44% |
Average DrawdownAverage peak-to-trough decline | -14.03% | -10.71% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.03% | +0.29% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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