Fidelity Advisor Founders Fund Class A (FIFOX)
The fund normally invests primarily in equity securities of founder-involved companies. Founder-involved companies are those for which, at the time of the fund's initial purchase, a founder is a member of the senior management team or the company's board of directors. The fund uses quantitative analysis to evaluate growth potential, valuation, liquidity, and investment risk, along with fundamental analysis of factors such as each issuer's financial condition, its industry position, and market and economic conditions to select investments.
Fund Info
US3159115860
Feb 14, 2019
$0
Large-Cap
Growth
Expense Ratio
FIFOX has a high expense ratio of 1.15%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Founders Fund Class A, 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 Founders Fund Class A had a return of 6.95% year-to-date (YTD) and 24.74% in the last 12 months.
FIFOX
6.95%
3.73%
14.47%
24.74%
14.41%
N/A
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of FIFOX, 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 | 5.66% | 6.95% | |||||||||||
| 2024 | 2.76% | 9.24% | 3.15% | -6.53% | 4.49% | 4.59% | -0.09% | 1.63% | 3.45% | 0.44% | 8.71% | -5.82% | 27.76% |
| 2023 | 10.24% | -3.61% | 4.02% | 0.47% | 2.59% | 6.99% | 4.90% | -3.11% | -5.71% | -3.41% | 12.48% | 5.23% | 33.53% |
| 2022 | -8.02% | -2.06% | 2.58% | -10.33% | 0.64% | -11.76% | 9.53% | -4.25% | -8.75% | 5.39% | 3.41% | -6.24% | -28.05% |
| 2021 | 0.18% | 4.05% | -0.79% | 6.49% | -1.34% | -1.08% | 0.60% | 3.54% | -3.47% | 7.63% | -2.33% | -1.68% | 11.68% |
| 2020 | 3.37% | -5.10% | -10.56% | 16.63% | 9.28% | 5.71% | 6.43% | 7.89% | -2.23% | -1.69% | 8.74% | 3.41% | 46.72% |
| 2019 | 1.39% | 2.35% | 3.73% | -5.44% | 6.43% | 0.64% | -0.64% | -3.02% | 1.61% | 4.65% | 2.88% | 14.92% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FIFOX is 70, 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 Founders Fund Class A (FIFOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Advisor Founders Fund Class A provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.07 | $0.02 | $0.00 | $0.00 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.54% | 0.08% | 0.00% | 0.03% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Founders Fund Class A. 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 |
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 Founders Fund Class A. 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 Founders Fund Class A was 34.99%, occurring on Oct 14, 2022. Recovery took 344 trading sessions.
The current Fidelity Advisor Founders Fund Class A drawdown is 1.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.99% | Nov 10, 2021 | 234 | Oct 14, 2022 | 344 | Feb 29, 2024 | 578 |
| -29.86% | Feb 20, 2020 | 18 | Mar 16, 2020 | 52 | May 29, 2020 | 70 |
| -10.91% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -9.23% | Feb 16, 2021 | 15 | Mar 8, 2021 | 34 | Apr 26, 2021 | 49 |
| -8.85% | Dec 9, 2024 | 23 | Jan 13, 2025 | — | — | — |
Volatility
Volatility Chart
The current Fidelity Advisor Founders Fund Class A volatility is 4.89%, 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.