Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX)

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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.

Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) has returned -5.48% so far this year and 18.22% over the past 12 months.

Based on dividend-adjusted daily data since Feb 9, 2017, FIDGX's average daily return is +0.05%, while the average monthly return is +1.09%. At this rate, your investment would double in approximately 5.3 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +14.7%, while the worst month was Mar 2020 at -17.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FIDGX closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +9.7%, while the worst single day was Mar 16, 2020 at -13.3%.

Fidelity Advisor Small Cap Growth Fund Class Z has an annualized alpha of -0.31%, beta of 1.09, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since February 10, 2017.

• This fund participated in 109.78% of S&P 500 Index downside but only 109.39% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 1.09 and R² of 0.76, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

FIDGX has an expense ratio of 0.90%, placing it in the medium range.

FIDGX ranks 33 for risk / return — below 33% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) and compare them to a chosen benchmark (S&P 500 Index).

Fidelity Advisor Small Cap Growth Fund Class Z provided a 6.67% dividend yield over the last twelve months, with an annual payout of $2.23 per share.

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.

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.

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 38.99%, occurring on Jun 16, 2022. Recovery took 586 trading sessions.

The current Fidelity Advisor Small Cap Growth Fund Class Z drawdown is 13.09%.

The chart below shows the rolling one-month volatility.