Fidelity Advisor Energy Fund Class Z (FIKAX)
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in the energy field including the conventional areas of oil, gas, electricity and coal, and newer sources of energy such as nuclear, geothermal, oil shale, and solar power. 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
US3159182274
Oct 2, 2018
$0
Large-Cap
Value
Expense Ratio
FIKAX has an expense ratio of 0.63%, placing it in the medium range.
Share Price Chart
Loading data...
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
Loading data...
Returns By Period
Fidelity Advisor Energy Fund Class Z (FIKAX) returned -3.33% year-to-date (YTD) and -10.05% over the past 12 months.
FIKAX
-3.33%
2.43%
-10.10%
-10.05%
0.65%
22.65%
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 FIKAX, 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 | 2.77% | 0.02% | 2.61% | -12.59% | 4.86% | -3.33% | |||||||
| 2024 | -0.42% | 3.93% | 11.14% | -0.83% | 0.66% | -2.35% | 2.47% | -3.95% | -3.63% | -0.94% | 7.16% | -7.63% | 4.29% |
| 2023 | 4.37% | -6.16% | -1.77% | 1.60% | -9.34% | 7.70% | 9.13% | 2.63% | 3.26% | -5.43% | -2.12% | -0.74% | 1.42% |
| 2022 | 18.15% | 8.26% | 9.48% | -0.37% | 15.28% | -17.05% | 9.04% | 3.11% | -10.22% | 24.66% | 1.12% | -4.26% | 62.53% |
| 2021 | 4.11% | 20.92% | 1.34% | 0.62% | 6.94% | 4.80% | -8.69% | -0.40% | 11.49% | 9.69% | -5.47% | 2.54% | 55.11% |
| 2020 | -11.82% | -14.89% | -36.33% | 28.71% | 2.07% | -0.66% | -3.37% | 0.40% | -14.30% | -3.72% | 27.97% | 5.83% | -32.40% |
| 2019 | 12.33% | 0.90% | 2.04% | 2.87% | -13.24% | 9.17% | -2.98% | -8.45% | 3.16% | -2.24% | 0.85% | 8.34% | 10.27% |
| 2018 | -15.99% | -4.92% | -13.60% | -30.99% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FIKAX is 2, meaning it’s performing worse than 98% of other mutual funds on our website when it comes to balancing risk and reward. Below is 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 Energy Fund Class Z (FIKAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Fidelity Advisor Energy Fund Class Z provided a 1.08% dividend yield over the last twelve months, with an annual payout of $0.49 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.49 | $0.49 | $1.03 | $1.04 | $0.70 | $0.67 | $0.59 | $0.42 |
Dividend yield | 1.08% | 1.05% | 2.29% | 2.29% | 2.43% | 3.54% | 2.02% | 1.55% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Energy 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 | $0.49 | $0.49 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.03 | $1.03 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 | $1.04 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.70 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.67 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.59 |
| 2018 | $0.42 | $0.42 |
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.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Advisor Energy 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 Energy Fund Class Z was 71.09%, occurring on Mar 18, 2020. Recovery took 481 trading sessions.
The current Fidelity Advisor Energy Fund Class Z drawdown is 16.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.09% | Oct 5, 2018 | 364 | Mar 18, 2020 | 481 | Feb 11, 2022 | 845 |
| -27.93% | Jun 8, 2022 | 25 | Jul 14, 2022 | 81 | Nov 7, 2022 | 106 |
| -25.92% | Apr 8, 2024 | 252 | Apr 8, 2025 | — | — | — |
| -18.36% | Nov 16, 2022 | 83 | Mar 17, 2023 | 116 | Sep 1, 2023 | 199 |
| -14.34% | Sep 29, 2023 | 52 | Dec 12, 2023 | 66 | Mar 19, 2024 | 118 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...