Fidelity Advisor Real Estate Fund Class M (FHETX)
The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.
Fund Info
US3159183181
Sep 12, 2002
$0
Mid-Cap
Blend
Expense Ratio
FHETX has a high expense ratio of 1.29%, indicating above-average management fees.
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 Real Estate Fund Class M (FHETX) returned 1.23% year-to-date (YTD) and 16.24% over the past 12 months. Over the past 10 years, FHETX returned 3.34% annually, underperforming the S&P 500 benchmark at 10.84%.
FHETX
1.23%
1.54%
-7.20%
16.24%
-0.69%
5.19%
3.34%
^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 FHETX, 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 | 2.15% | 3.66% | -2.78% | -2.50% | 0.86% | 1.23% | |||||||
| 2024 | -4.56% | 2.08% | 1.42% | -8.88% | 6.00% | 1.76% | 7.99% | 4.76% | 3.18% | -3.46% | 4.91% | -7.79% | 5.87% |
| 2023 | 10.74% | -4.99% | -2.41% | 0.76% | -3.96% | 4.68% | 1.51% | -3.53% | -7.79% | -3.08% | 12.42% | 8.07% | 10.58% |
| 2022 | -8.61% | -4.64% | 6.94% | -3.75% | -4.64% | -7.58% | 8.70% | -7.27% | -13.21% | 1.76% | 6.81% | -4.60% | -28.29% |
| 2021 | -0.67% | 2.79% | 5.37% | 8.20% | 0.26% | 2.42% | 5.49% | 2.11% | -5.78% | 6.81% | -2.49% | 9.37% | 38.19% |
| 2020 | 0.74% | -6.98% | -17.91% | 7.05% | 2.79% | 0.71% | 5.61% | -0.46% | -2.57% | -2.01% | 5.82% | 2.56% | -7.15% |
| 2019 | 11.60% | 1.26% | 2.63% | 0.05% | -0.76% | 1.64% | 1.73% | 2.89% | 2.18% | 0.21% | -1.46% | -0.90% | 22.49% |
| 2018 | -3.76% | -7.06% | 3.70% | 1.34% | 3.27% | 4.38% | 0.09% | 2.59% | -2.46% | -3.23% | 4.57% | -9.30% | -6.87% |
| 2017 | -1.07% | 3.83% | -2.34% | -0.36% | 0.13% | 1.74% | 0.57% | -0.17% | -0.50% | -1.06% | 2.80% | -0.07% | 3.39% |
| 2016 | -4.22% | -0.78% | 10.67% | -2.80% | 2.15% | 5.68% | 3.48% | -3.32% | -2.24% | -5.64% | -1.65% | 4.76% | 4.93% |
| 2015 | 6.97% | -3.30% | 1.94% | -5.70% | -0.52% | -4.40% | 5.44% | -6.12% | 2.57% | 5.63% | 0.18% | 1.53% | 3.14% |
| 2014 | 3.75% | 4.87% | 0.67% | 3.28% | 2.72% | 1.05% | 0.22% | 2.44% | -5.76% | 10.43% | 1.71% | 1.59% | 29.63% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FHETX is 61, 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 Real Estate Fund Class M (FHETX) 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 Real Estate Fund Class M provided a 8.02% dividend yield over the last twelve months, with an annual payout of $1.32 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.32 | $1.32 | $0.33 | $2.87 | $1.43 | $0.69 | $1.77 | $1.14 | $1.38 | $1.49 | $0.84 | $1.76 |
Dividend yield | 8.02% | 8.12% | 1.96% | 18.67% | 5.62% | 3.55% | 8.15% | 5.95% | 6.35% | 6.66% | 3.67% | 7.66% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Real Estate Fund Class M. 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 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $1.22 | $1.32 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.17 | $0.33 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.87 | $2.87 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $1.42 | $1.43 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.63 | $0.69 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $1.65 | $1.77 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.98 | $1.14 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $1.29 | $1.38 |
| 2016 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.74 | $0.00 | $0.00 | $0.67 | $1.49 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.14 | $0.84 |
| 2014 | $0.05 | $0.00 | $0.00 | $1.17 | $0.00 | $0.00 | $0.55 | $1.76 |
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 Real Estate 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 Real Estate Fund Class M was 76.25%, occurring on Mar 6, 2009. Recovery took 978 trading sessions.
The current Fidelity Advisor Real Estate Fund Class M drawdown is 15.02%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.25% | Feb 8, 2007 | 521 | Mar 6, 2009 | 978 | Jan 25, 2013 | 1499 |
| -41.65% | Feb 19, 2020 | 24 | Mar 23, 2020 | 278 | Apr 29, 2021 | 302 |
| -36.76% | Jan 3, 2022 | 456 | Oct 25, 2023 | — | — | — |
| -18.14% | Apr 2, 2004 | 26 | May 10, 2004 | 77 | Aug 30, 2004 | 103 |
| -17.65% | Jan 27, 2015 | 159 | Sep 11, 2015 | 164 | May 6, 2016 | 323 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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