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Issuer
Fidelity
Inception Date
Dec 16, 1985
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Commodity

Share Price Chart


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Performance

FIJDX Performance Chart

Fidelity Advisor Gold Fund Class Z (FIJDX) is down 7.0% since the beginning of the year. FIJDX is currently trading at $53 per share. Investors who bought $1,000 worth of FIJDX shares 5 years ago would now be looking at an investment worth $2,060.


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Benchmark

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Returns By Period

Fidelity Advisor Gold Fund Class Z (FIJDX) has returned -6.98% so far this year and 45.38% over the past 12 months.


Fidelity Advisor Gold Fund Class Z

1D
4.33%
1M
-1.70%
6M
-15.91%
YTD
-6.98%
1Y
45.38%
3Y*
35.58%
5Y*
15.55%
10Y*
ALL TIME*
17.98%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FIJDX Monthly Returns History

Based on dividend-adjusted daily data since Oct 17, 2018, FIJDX's average daily return is +0.09%, while the average monthly return is +1.84%. At this rate, an investment would double in approximately 3.2 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2020 with a return of +39.0%, while the worst month was Mar 2026 at -20.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FIJDX closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +13.7%, while the worst single day was Jan 30, 2026 at -11.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202610.62%23.44%-20.09%-4.27%2.69%-14.93%1.93%-6.98%
202513.15%4.09%13.78%9.30%2.69%3.53%-1.49%19.71%17.59%-6.56%16.05%3.88%143.25%
2024-8.34%-5.80%18.42%4.18%6.82%-5.40%11.74%4.17%2.05%2.86%-5.46%-7.44%15.10%
202311.34%-12.43%14.46%1.92%-9.40%-2.91%4.16%-5.71%-9.19%1.25%9.50%0.80%-0.26%
2022-6.77%12.00%11.19%-9.15%-8.99%-14.06%-4.53%-8.13%-0.16%0.16%18.43%1.12%-13.32%
2021-4.98%-11.12%3.85%7.45%15.13%-12.14%2.84%-6.36%-9.92%6.92%-0.84%2.28%-10.33%

Benchmark Metrics

Fidelity Advisor Gold Fund Class Z has an annualized alpha of 16.64%, beta of 0.51, and R2 of 0.08 versus S&P 500 Index. Calculated based on daily prices since October 17, 2018.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (81.65%) than losses (57.43%) - typical of diversified or defensive assets.
  • Beta of 0.51 may look defensive, but with R2 of 0.08 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R2 of 0.08 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
16.64%
Beta
0.51
0.08
Upside Capture
81.65%
Downside Capture
57.43%

Expense Ratio

FIJDX has an expense ratio of 0.60%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FIJDX ranks 26 for risk / return — above 26% of mutual funds peers on PortfoliosLab. Its historical combined result is below the peer median.


FIJDX Risk / Return Rank: 2626
Overall Rank
FIJDX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
FIJDX Sortino Ratio Rank: 2727
Sortino Ratio Rank
FIJDX Omega Ratio Rank: 3131
Omega Ratio Rank
FIJDX Calmar Ratio Rank: 2525
Calmar Ratio Rank
FIJDX Martin Ratio Rank: 1818
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Fidelity Advisor Gold Fund Class Z (FIJDX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FIJDXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.39

Sortino ratioReturn per unit of downside risk

-0.52

Omega ratioGain probability vs. loss probability

1.20

1.25

-0.06

Calmar ratioReturn relative to maximum drawdown

1.25

2.00

-0.76

Martin ratioReturn relative to average drawdown

2.75

8.49

-5.74

Dividends

Dividend History

Fidelity Advisor Gold Fund Class Z provided a 5.51% dividend yield over the last twelve months, with an annual payout of $2.93 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.402019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$2.93$1.28$0.90$0.26$0.09$0.45$1.34$0.13

Dividend yield

5.51%2.17%3.63%1.16%0.38%1.71%4.54%0.53%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Gold Fund Class Z. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$1.66$0.00$0.00$0.00$1.66
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.28$1.28
2024$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.85$0.90
2023$0.00$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.11$0.26
2022$0.00$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.45$0.45

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 Gold 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 Gold Fund Class Z was 50.43%, occurring on Sep 26, 2022. Recovery took 627 trading sessions.

The current Fidelity Advisor Gold Fund Class Z drawdown is 31.88%.


Drawdown

Fall

Recovery

Underwater

Related event

-50.43%Sep 2022
2y 1mo2y 6mo
4y 7moAug 2020 - Mar 2025
Bear market2022
-37.88%Jul 2026
4mo 20d
5mo 3dMar 2026 - now
-33.66%Mar 2020
17d1mo 10d
1mo 27dFeb 2020 - Apr 2020
COVID crash2020
-18.17%Nov 2025
18d1mo 7d
1mo 25dOct 2025 - Dec 2025
-16.93%Feb 2026
7d19d
26dJan 2026 - Feb 2026

Drawdown Indicators


FIJDXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-50.43%

-56.78%

+6.35%

Max Drawdown (1Y)

Largest decline over 1 year

-37.88%

-9.10%

-28.78%

Max Drawdown (3Y)

Largest decline over 3 years

-37.88%

-18.90%

-18.98%

Max Drawdown (5Y)

Largest decline over 5 years

-45.91%

-25.43%

-20.48%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-31.88%

-1.58%

-30.30%

Average Drawdown

Average peak-to-trough decline

-18.74%

-10.70%

-8.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.12%

2.14%

+14.98%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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