Fidelity Advisor Diversified Stock Fund Class A (FDTOX)

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

Fidelity Advisor Diversified Stock Fund Class A (FDTOX) has returned -5.76% so far this year and 15.40% over the past 12 months. Looking at the last ten years, FDTOX has achieved an annualized return of 14.07%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Dec 31, 1993, FDTOX's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, your investment would double in approximately 7.7 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2009 with a return of +15.4%, while the worst month was Oct 2008 at -21.0%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FDTOX closed higher 44% of trading days. The best single day was Dec 20, 2024 with a return of +13.8%, while the worst single day was Dec 10, 1999 at -13.2%.

Fidelity Advisor Diversified Stock Fund Class A has an annualized alpha of 0.43%, beta of 0.94, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since January 03, 1994.

• With beta of 0.94 and R² of 0.76, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

FDTOX has an expense ratio of 0.80%, placing it in the medium range.

FDTOX ranks 40 for risk / return — below 40% 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 Diversified Stock Fund Class A (FDTOX) and compare them to a chosen benchmark (S&P 500 Index).

Fidelity Advisor Diversified Stock Fund Class A provided a 7.03% dividend yield over the last twelve months, with an annual payout of $2.40 per share.

The table displays the monthly dividend distributions for Fidelity Advisor Diversified Stock Fund Class A. 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 Diversified Stock Fund Class A. 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 A was 72.07%, occurring on Mar 9, 2009. Recovery took 1183 trading sessions.

The current Fidelity Advisor Diversified Stock Fund Class A drawdown is 10.04%.

The chart below shows the rolling one-month volatility.