Fidelity Advisor Consumer Discretionary Fund Class Z (FIJZX)
The investment seeks capital appreciation. The fund normally invests in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the manufacture and distribution of consumer discretionary products and services. The fund invests in domestic and foreign issuers. It 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. The fund is non-diversified.
Fund Info
US3159182357
Oct 2, 2018
$0
Large-Cap
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
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Performance
Performance Chart
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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
-5.76%
8.55%
-3.65%
15.68%
13.93%
11.79%
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 4.04% | -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% |
2023 | 15.90% | -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% |
2019 | 9.97% | 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% |
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.
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.
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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.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
---|---|---|---|---|---|---|---|---|
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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, 2021 | 278 | Dec 28, 2022 | 436 | Sep 24, 2024 | 714 |
-35.77% | Feb 21, 2020 | 19 | Mar 18, 2020 | 55 | Jun 5, 2020 | 74 |
-27.57% | Dec 18, 2024 | 75 | Apr 8, 2025 | — | — | — |
-19.4% | Oct 5, 2018 | 55 | Dec 24, 2018 | 59 | Mar 21, 2019 | 114 |
-9% | May 6, 2019 | 20 | Jun 3, 2019 | 23 | Jul 5, 2019 | 43 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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