Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX)
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of its assets in securities of companies with small market capitalizations. The fund invests in companies that Fidelity Management & Research Company (FMR) believes have above-average growth potential (stocks of these companies are often called "growth" stocks). It invests in domestic and foreign issuers. The fund 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.
Fund Info
US3163893601
Feb 1, 2017
$0
Small-Cap
Growth
Expense Ratio
FIDGX features an expense ratio of 0.90%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Small Cap Growth Fund Class Z, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Advisor Small Cap Growth Fund Class Z had a return of 4.23% year-to-date (YTD) and 18.77% in the last 12 months.
FIDGX
4.23%
1.03%
7.36%
18.77%
4.25%
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of FIDGX, 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 | 4.17% | 4.23% | |||||||||||
| 2024 | 0.11% | 9.44% | 3.82% | -6.11% | 4.70% | -0.44% | 5.49% | 1.02% | 1.43% | -1.03% | 10.07% | -8.32% | 20.15% |
| 2023 | 9.42% | -0.92% | -1.12% | -1.56% | -2.18% | 8.39% | 3.14% | -3.41% | -5.86% | -6.38% | 8.65% | 11.65% | 19.17% |
| 2022 | -12.73% | -0.07% | 1.47% | -11.17% | -2.95% | -7.47% | 10.99% | -0.96% | -8.51% | 7.93% | 3.19% | -5.46% | -25.25% |
| 2021 | 1.69% | 4.85% | -1.70% | 3.92% | -3.00% | 4.00% | -0.96% | 6.08% | -16.32% | 5.55% | -5.98% | -2.80% | -6.79% |
| 2020 | 1.05% | -7.05% | -17.36% | 12.21% | 9.92% | 2.73% | 4.36% | 7.15% | -5.94% | -0.11% | 14.66% | 5.12% | 24.56% |
| 2019 | 12.40% | 6.18% | 0.43% | 2.78% | -3.55% | 6.40% | 1.52% | -0.70% | -7.66% | 1.32% | 7.05% | 1.29% | 29.31% |
| 2018 | 5.80% | -0.95% | 1.96% | -0.57% | 6.56% | 0.82% | 1.38% | 7.80% | -9.27% | -13.07% | -0.45% | -12.39% | -14.19% |
| 2017 | 2.46% | 1.68% | 2.05% | -0.39% | 2.41% | 2.49% | 1.34% | -0.70% | 3.12% | 0.97% | -0.96% | 15.34% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FIDGX is 42, 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 Small Cap Growth Fund Class Z (FIDGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Advisor Small Cap Growth Fund Class Z provided a 1.04% dividend yield over the last twelve months, with an annual payout of $0.37 per share.
| Period | TTM | 2024 |
|---|---|---|
| Dividend | $0.37 | $0.37 |
Dividend yield | 1.04% | 1.08% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Small Cap Growth 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 | $0.00 | ||||||||||
| 2024 | $0.32 | $0.00 | $0.00 | $0.05 | $0.37 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Advisor Small Cap Growth 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 Small Cap Growth Fund Class Z was 46.70%, occurring on Jun 16, 2022. The portfolio has not yet recovered.
The current Fidelity Advisor Small Cap Growth Fund Class Z drawdown is 11.94%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.7% | Sep 7, 2021 | 197 | Jun 16, 2022 | — | — | — |
| -40.65% | Sep 14, 2018 | 379 | Mar 18, 2020 | 162 | Nov 5, 2020 | 541 |
| -12.91% | Feb 16, 2021 | 61 | May 12, 2021 | 75 | Aug 27, 2021 | 136 |
| -8.56% | Jan 29, 2018 | 9 | Feb 8, 2018 | 17 | Mar 6, 2018 | 26 |
| -6.48% | Mar 12, 2018 | 15 | Apr 2, 2018 | 29 | May 11, 2018 | 44 |
Volatility
Volatility Chart
The current Fidelity Advisor Small Cap Growth Fund Class Z volatility is 4.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.