PortfoliosLab logoPortfoliosLab logo
ISIN
US3159183918
Issuer
Fidelity
Inception Date
Dec 27, 2000
Region
Global (Broad)
Leveraged
1x (No leverage)
Min. Investment
$0
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

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


Performance

FELAX Performance Chart

Fidelity Advisor Semiconductors Fund Class A (FELAX) is up 86.8% since the beginning of the year. FELAX is currently trading at $208 per share. Investors who bought $1,000 worth of FELAX shares 5 years ago would now be looking at an investment worth $6,034.


Loading charts...

S&P 500 Index

Returns By Period

Fidelity Advisor Semiconductors Fund Class A (FELAX) has returned 86.83% so far this year and 160.40% over the past 12 months. Looking at the last ten years, FELAX has achieved an annualized return of 37.50%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


Fidelity Advisor Semiconductors Fund Class A

1D
5.52%
1M
12.81%
YTD
86.83%
6M
85.92%
1Y
160.40%
3Y*
61.30%
5Y*
43.26%
10Y*
37.50%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FELAX Monthly Returns History

Based on dividend-adjusted daily data since Dec 27, 2000, FELAX's average daily return is +0.08%, while the average monthly return is +1.61%. At this rate, an investment would double in approximately 3.6 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2026 with a return of +35.9%, while the worst month was Sep 2001 at -29.6%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FELAX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +18.6%, while the worst single day was Mar 16, 2020 at -17.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202611.70%-0.24%-3.59%35.91%16.56%9.78%86.83%
2025-1.73%-4.67%-12.45%-0.10%15.91%17.25%5.34%0.60%13.80%10.20%-3.82%1.79%44.88%
20244.97%14.58%5.81%-3.11%10.76%6.47%-5.43%-0.16%0.18%-0.32%1.56%3.21%43.74%
202319.45%6.34%9.39%-8.51%18.44%8.40%5.61%-3.24%-7.68%-10.16%14.34%10.68%75.08%
2022-14.18%-1.35%3.62%-17.79%6.38%-18.70%20.23%-8.98%-13.08%3.13%20.45%-11.90%-35.07%
20212.06%6.15%1.24%0.36%3.64%7.51%-0.49%5.23%-4.56%9.59%15.25%1.73%57.50%

Benchmark Metrics

Fidelity Advisor Semiconductors Fund Class A has an annualized alpha of 8.56%, beta of 1.38, and R2 of 0.63 versus S&P 500 Index. Calculated based on daily prices since December 27, 2000.

  • This fund captured 194.77% of S&P 500 Index gains and 135.91% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This fund generated an annualized alpha of 8.56% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
8.56%
Beta
1.38
0.63
Upside Capture
194.77%
Downside Capture
135.91%

Expense Ratio

FELAX has a high expense ratio of 0.94%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FELAX ranks 96 for risk / return — in the top 96% 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.


FELAX Risk / Return Rank: 9696
Overall Rank
FELAX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
FELAX Sortino Ratio Rank: 9393
Sortino Ratio Rank
FELAX Omega Ratio Rank: 9090
Omega Ratio Rank
FELAX Calmar Ratio Rank: 9999
Calmar Ratio Rank
FELAX Martin Ratio Rank: 9999
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 Semiconductors Fund Class A (FELAX) 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.


FELAXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+2.43

Sortino ratioReturn per unit of downside risk

+1.66

Omega ratioGain probability vs. loss probability

1.61

1.37

+0.25

Calmar ratioReturn relative to maximum drawdown

10.88

2.78

+8.09

Martin ratioReturn relative to average drawdown

39.59

12.44

+27.15

Dividends

Dividend History

Fidelity Advisor Semiconductors Fund Class A provided a 3.73% dividend yield over the last twelve months, with an annual payout of $7.75 per share. The fund has been increasing its distributions for 3 consecutive years.


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$7.75$7.75$5.76$2.07$1.20$2.48$1.71$0.28$3.43$2.26$0.07$1.55

Dividend yield

3.73%6.96%7.02%3.40%3.32%4.34%4.51%1.00%20.15%9.67%0.36%10.71%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Semiconductors Fund Class A. 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$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$7.75$7.75
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$5.76$5.76
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.07$2.07
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.20$1.20
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.48$2.48

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 charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Advisor Semiconductors 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 Semiconductors Fund Class A was 71.33%, occurring on Oct 9, 2002. Recovery took 2855 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Dot-com crash2000–2002
-71.33%Oct 2002
1y 8mo11y 4mo
13y 24dJan 2001 - Feb 2014
Bear market2022
-46.15%Oct 2022
9mo 20d8mo 1d
1y 5moDec 2021 - Jun 2023
COVID crash2020
-40.23%Mar 2020
27d3mo 23d
4mo 20dFeb 2020 - Jul 2020
2025 selloff2025
-36.43%Apr 2025
2mo 15d2mo 18d
5mo 3dJan 2025 - Jun 2025
Rate-hike selloffLate 2018
-30.31%Dec 2018
6mo 20d3mo 23d
10mo 13dJun 2018 - Apr 2019

Drawdown Indicators


FELAXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-71.33%

-56.78%

-14.55%

Max Drawdown (1Y)

Largest decline over 1 year

-14.66%

-9.10%

-5.56%

Max Drawdown (3Y)

Largest decline over 3 years

-36.43%

-18.90%

-17.53%

Max Drawdown (5Y)

Largest decline over 5 years

-46.15%

-25.43%

-20.72%

Max Drawdown (10Y)

Largest decline over 10 years

-46.15%

-33.92%

-12.23%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-21.85%

-10.71%

-11.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.02%

2.03%

+1.99%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with FELAX

Add Fidelity Advisor Semiconductors Fund Class A to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with FELAX