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Fidelity Advisor Consumer Discretionary Fund Class...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3159182357

Issuer

Fidelity

Inception Date

Oct 2, 2018

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

FIJZX has an expense ratio of 0.62%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

Fidelity Advisor Consumer Discretionary Fund Class Z (FIJZX) returned -5.76% year-to-date (YTD) and 15.68% over the past 12 months.


FIJZX

YTD

-5.76%

1M

8.55%

6M

-3.65%

1Y

15.68%

3Y*

13.93%

5Y*

11.79%

10Y*

N/A

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of FIJZX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.04%-8.46%-9.58%-0.15%9.60%-5.76%
2024-3.32%9.20%1.53%-5.93%2.32%1.96%1.79%-0.46%6.13%-3.38%12.70%1.38%24.88%
202315.90%-3.25%3.22%-0.66%0.50%11.27%3.85%-1.91%-6.09%-3.84%11.34%7.95%42.15%
2022-10.32%-1.76%0.30%-10.89%-6.25%-11.84%18.60%-4.17%-8.36%2.39%3.95%-9.77%-34.91%
2021-0.20%2.94%3.36%6.77%-3.54%2.62%0.00%1.44%-3.84%7.57%0.93%0.39%19.33%
2020-0.15%-7.48%-15.12%20.08%8.06%2.38%6.56%9.20%-1.50%-3.04%11.51%5.89%36.71%
20199.97%1.33%3.36%5.83%-7.47%6.62%0.75%-1.15%1.06%0.25%1.95%2.78%27.13%
2018-6.95%2.36%-8.60%-12.94%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FIJZX is 46, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FIJZX is 4646
Overall Rank
The Sharpe Ratio Rank of FIJZX is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of FIJZX is 5252
Sortino Ratio Rank
The Omega Ratio Rank of FIJZX is 4747
Omega Ratio Rank
The Calmar Ratio Rank of FIJZX is 5151
Calmar Ratio Rank
The Martin Ratio Rank of FIJZX is 3737
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Advisor Consumer Discretionary Fund Class Z (FIJZX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Fidelity Advisor Consumer Discretionary Fund Class Z Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.59
  • 5-Year: 0.47
  • All Time: 0.41

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Fidelity Advisor Consumer Discretionary Fund Class Z compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Fidelity Advisor Consumer Discretionary Fund Class Z provided a 5.54% dividend yield over the last twelve months, with an annual payout of $2.76 per share.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.502018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018
Dividend$2.76$2.76$0.00$1.35$3.13$0.58$0.82$0.27

Dividend yield

5.54%5.22%0.00%4.32%6.26%1.30%2.47%1.00%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.76$2.76
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$1.35$1.35
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.13$3.13
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.58$0.58
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.82$0.82
2018$0.27$0.27

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 Consumer Discretionary 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 Consumer Discretionary Fund Class Z was 39.20%, occurring on Dec 28, 2022. Recovery took 436 trading sessions.

The current Fidelity Advisor Consumer Discretionary Fund Class Z drawdown is 11.28%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-39.2%Nov 19, 2021278Dec 28, 2022436Sep 24, 2024714
-35.77%Feb 21, 202019Mar 18, 202055Jun 5, 202074
-27.57%Dec 18, 202475Apr 8, 2025
-19.4%Oct 5, 201855Dec 24, 201859Mar 21, 2019114
-9%May 6, 201920Jun 3, 201923Jul 5, 201943
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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