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ISIN
US3159183835
Issuer
Fidelity
Inception Date
Dec 27, 2000
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

FELTX Performance Chart

Fidelity Advisor Semiconductors Fund Class M (FELTX) is up 82.2% since the beginning of the year. FELTX is currently trading at $187 per share. Investors who bought $1,000 worth of FELTX shares 5 years ago would now be looking at an investment worth $5,800.


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S&P 500 Index

Returns By Period

Fidelity Advisor Semiconductors Fund Class M (FELTX) has returned 82.19% so far this year and 161.98% over the past 12 months.


Fidelity Advisor Semiconductors Fund Class M

1D
-1.78%
1M
17.48%
YTD
82.19%
6M
78.28%
1Y
161.98%
3Y*
63.20%
5Y*
42.13%
10Y*
36.65%

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FELTX Monthly Returns History

Based on dividend-adjusted daily data since Dec 27, 2000, FELTX's average daily return is +0.08%, while the average monthly return is +1.58%. At this rate, an investment would double in approximately 3.7 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 -29.5%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FELTX 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
202611.67%-0.26%-3.61%35.88%16.54%7.17%82.19%
2025-1.76%-4.68%-12.47%-0.13%15.90%17.23%5.30%0.59%13.77%10.17%-3.83%1.77%44.53%
20244.95%14.56%5.80%-3.12%10.73%6.45%-5.44%-0.18%0.15%-0.35%1.54%3.19%43.39%
202319.42%6.31%9.38%-8.51%18.40%8.39%5.57%-3.25%-7.70%-10.19%14.35%10.65%74.66%
2022-14.18%-1.38%3.60%-17.81%6.39%-18.74%20.20%-9.00%-13.10%3.10%20.43%-11.92%-35.23%
20212.03%6.14%1.21%0.33%3.62%7.50%-0.55%5.21%-4.56%9.58%15.21%1.71%57.08%

Benchmark Metrics

Fidelity Advisor Semiconductors Fund Class M has an annualized alpha of 66.97%, beta of 2.10, and R2 of 0.59 versus S&P 500 Index. Calculated based on daily prices since December 28, 2000.

  • This fund captured 528.49% of S&P 500 Index gains but only 38.26% of its losses - a favorable profile for investors.
  • This fund generated an annualized alpha of 66.97% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • Beta of 2.10 means this fund moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

Alpha
66.97%
Beta
2.10
0.59
Upside Capture
528.49%
Downside Capture
38.26%

Expense Ratio

FELTX has a high expense ratio of 1.26%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FELTX ranks 97 for risk / return — in the top 97% 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.


FELTX Risk / Return Rank: 9797
Overall Rank
FELTX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
FELTX Sortino Ratio Rank: 9595
Sortino Ratio Rank
FELTX Omega Ratio Rank: 9292
Omega Ratio Rank
FELTX Calmar Ratio Rank: 9999
Calmar Ratio Rank
FELTX 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 M (FELTX) and compare them to S&P 500 Index.


FELTXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.67

Calmar ratioReturn relative to maximum drawdown

10.96

Martin ratioReturn relative to average drawdown

42.67

Dividends

Dividend History

Fidelity Advisor Semiconductors Fund Class M provided a 4.03% dividend yield over the last twelve months, with an annual payout of $7.54 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$7.54$7.54$5.76$2.07$1.20$2.42$1.64$0.25$3.39$2.18$0.02$1.51

Dividend yield

4.03%7.35%7.56%3.64%3.54%4.50%4.56%0.95%20.90%9.73%0.13%10.79%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Semiconductors Fund Class M. 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$7.54$7.54
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$2.42$2.42

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 Semiconductors 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 Semiconductors Fund Class M was 71.50%, occurring on Nov 20, 2008. Recovery took 1323 trading sessions.

The current Fidelity Advisor Semiconductors Fund Class M drawdown is 1.78%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-71.50%Nov 2008
7y 10mo5y 3mo
13y 1moJan 2001 - Feb 2014
Bear market2022
-46.25%Oct 2022
9mo 20d8mo 1d
1y 5moDec 2021 - Jun 2023
COVID crash2020
-40.24%Mar 2020
27d3mo 23d
4mo 20dFeb 2020 - Jul 2020
2025 selloff2025
-36.47%Apr 2025
2mo 15d2mo 18d
5mo 3dJan 2025 - Jun 2025
Rate-hike selloffLate 2018
-30.45%Dec 2018
6mo 20d3mo 23d
10mo 13dJun 2018 - Apr 2019

Drawdown Indicators


FELTXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-71.50%

-9.10%

-62.40%

Max Drawdown (1Y)

Largest decline over 1 year

-14.69%

Max Drawdown (3Y)

Largest decline over 3 years

-36.47%

Max Drawdown (5Y)

Largest decline over 5 years

-46.25%

Max Drawdown (10Y)

Largest decline over 10 years

-46.25%

Current Drawdown

Current decline from peak

-1.78%

-2.97%

+1.19%

Average Drawdown

Average peak-to-trough decline

-22.39%

-1.13%

-21.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.77%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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