Fidelity Advisor Financial Services Fund Class Z (FIKBX)
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 providing financial services to consumers and industry. 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.
Fund Info
US3159182191
Oct 2, 2018
$0
Mid-Cap
Value
Expense Ratio
FIKBX has an expense ratio of 0.64%, 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 Financial Services Fund Class Z (FIKBX) returned 3.36% year-to-date (YTD) and 27.62% over the past 12 months.
FIKBX
3.36%
6.17%
-2.36%
27.62%
15.07%
20.79%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of FIKBX, 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 | 6.26% | -1.04% | -5.11% | -2.68% | 6.45% | 3.36% | |||||||
| 2024 | 1.18% | 3.65% | 5.68% | -4.34% | 3.35% | -0.41% | 8.75% | 1.73% | 0.46% | 4.37% | 11.20% | -5.65% | 32.80% |
| 2023 | 9.46% | -2.24% | -12.00% | 1.49% | -4.03% | 5.69% | 7.23% | -3.44% | -3.02% | -3.72% | 12.71% | 8.40% | 14.47% |
| 2022 | 2.91% | -1.27% | -2.80% | -8.34% | 3.88% | -10.14% | 7.56% | -1.21% | -7.45% | 11.76% | 4.54% | -5.84% | -8.58% |
| 2021 | -1.03% | 12.01% | 6.86% | 6.60% | 3.32% | -3.77% | -0.31% | 4.71% | -1.50% | 6.29% | -6.67% | 4.17% | 33.43% |
| 2020 | -2.58% | -10.39% | -26.19% | 11.83% | 3.64% | 2.62% | 0.71% | 3.45% | -4.02% | 2.77% | 17.61% | 8.15% | 0.18% |
| 2019 | 9.53% | 3.12% | -2.44% | 7.90% | -5.93% | 5.81% | 2.79% | -3.89% | 4.43% | 1.98% | 5.22% | 2.53% | 34.31% |
| 2018 | -6.68% | 2.26% | -11.10% | -15.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 82, FIKBX is among the top 18% of 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 Financial Services Fund Class Z (FIKBX) 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 Financial Services Fund Class Z provided a 4.87% dividend yield over the last twelve months, with an annual payout of $1.83 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $1.83 | $1.83 | $0.71 | $1.59 | $1.32 | $0.65 | $0.38 | $0.81 |
Dividend yield | 4.87% | 5.04% | 2.48% | 6.20% | 4.43% | 2.78% | 1.59% | 4.47% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Financial Services 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 | $1.83 | $1.83 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 | $0.71 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.59 | $1.59 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.32 | $1.32 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $0.65 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.38 |
| 2018 | $0.81 | $0.81 |
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 Financial Services 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 Financial Services Fund Class Z was 45.95%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.
The current Fidelity Advisor Financial Services Fund Class Z drawdown is 3.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.95% | Feb 14, 2020 | 26 | Mar 23, 2020 | 200 | Jan 6, 2021 | 226 |
| -24.82% | Feb 10, 2022 | 276 | Mar 17, 2023 | 230 | Feb 15, 2024 | 506 |
| -20.07% | Oct 9, 2018 | 53 | Dec 24, 2018 | 84 | Apr 26, 2019 | 137 |
| -19.38% | Feb 7, 2025 | 42 | Apr 8, 2025 | — | — | — |
| -9.55% | Oct 25, 2021 | 27 | Dec 1, 2021 | 25 | Jan 6, 2022 | 52 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...