Fidelity Advisor Growth & Income Fund Class Z (FGIZX)
The fund invests a majority of assets in common stocks with a focus on those that pay current dividends and show potential for capital appreciation. It invests in bonds, including lower-quality debt securities, as well as stocks that are not currently paying dividends, but offer prospects for future income or capital appreciation. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.
Fund Info
US3158051439
Feb 1, 2017
$0
Large-Cap
Value
Expense Ratio
FGIZX has an expense ratio of 0.53%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Fidelity Advisor Growth & Income Fund Class Z (FGIZX) returned -0.72% year-to-date (YTD) and 8.54% over the past 12 months.
FGIZX
-0.72%
0.00%
-4.63%
8.54%
11.67%
16.39%
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of FGIZX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.76% | -0.27% | -4.05% | 0.00% | 0.00% | -0.72% | |||||||
| 2024 | 1.00% | 4.67% | 4.53% | -2.42% | 4.13% | 1.36% | 2.28% | 2.34% | 1.24% | -0.32% | 5.67% | -4.28% | 21.60% |
| 2023 | 6.88% | -2.10% | 0.27% | 2.24% | -2.71% | 6.14% | 3.47% | -2.33% | -3.14% | -2.93% | 7.94% | 4.25% | 18.44% |
| 2022 | 0.55% | -0.84% | 0.91% | -6.31% | 3.31% | -9.20% | 7.78% | -2.83% | -8.87% | 11.75% | 5.84% | -4.46% | -4.64% |
| 2021 | -0.56% | 6.15% | 5.59% | 4.38% | 2.96% | -0.21% | -0.12% | 1.27% | -3.26% | 5.95% | -3.46% | 5.22% | 25.90% |
| 2020 | -2.48% | -9.04% | -13.87% | 9.65% | 3.31% | 2.16% | 3.01% | 4.98% | -4.03% | -3.10% | 15.37% | 4.95% | 7.67% |
| 2019 | 8.58% | 3.59% | 0.51% | 4.45% | -7.45% | 6.53% | 1.20% | -3.01% | 2.87% | 3.46% | 4.72% | 2.60% | 30.68% |
| 2018 | 5.01% | -5.40% | -2.78% | 1.43% | 1.45% | 0.94% | 4.38% | 1.98% | 0.45% | -5.74% | 0.38% | -9.79% | -8.45% |
| 2017 | 2.69% | -0.67% | 0.78% | -0.21% | 1.63% | 1.67% | -1.06% | 3.47% | 0.60% | 3.10% | 2.29% | 15.12% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FGIZX is 54, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class Z (FGIZX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Fidelity Advisor Growth & Income Fund Class Z provided a 7.91% dividend yield over the last twelve months, with an annual payout of $3.26 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.26 | $2.63 | $1.06 | $0.63 | $1.47 | $1.47 | $2.05 | $3.41 | $2.74 |
Dividend yield | 7.91% | 6.21% | 2.88% | 1.95% | 4.28% | 5.18% | 7.38% | 14.94% | 9.48% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Growth & Income Fund Class Z. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.77 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $2.19 | $2.63 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.15 | $0.00 | $0.63 | $1.06 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.13 | $0.00 | $0.26 | $0.63 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.47 | $1.47 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.47 | $1.47 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.05 | $2.05 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.41 | $3.41 |
| 2017 | $2.74 | $2.74 |
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 Growth & Income Fund Class Z. 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 Growth & Income Fund Class Z was 35.90%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
The current Fidelity Advisor Growth & Income Fund Class Z drawdown is 6.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.9% | Jan 21, 2020 | 44 | Mar 23, 2020 | 166 | Nov 16, 2020 | 210 |
| -20.94% | Sep 24, 2018 | 64 | Dec 24, 2018 | 145 | Jul 24, 2019 | 209 |
| -18.75% | Jan 13, 2022 | 180 | Sep 30, 2022 | 173 | Jun 13, 2023 | 353 |
| -11.88% | Jan 29, 2018 | 39 | Mar 23, 2018 | 110 | Aug 29, 2018 | 149 |
| -9.54% | Aug 1, 2023 | 63 | Oct 27, 2023 | 30 | Dec 11, 2023 | 93 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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