Fidelity Advisor Health Care Fund Class Z (FIKCX)
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the design, manufacture, or sale of products or services used for or in connection with health care or medicine. 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
| ISIN | US3159181938 |
|---|---|
| Issuer | Fidelity |
| Inception Date | Oct 2, 2018 |
| Category | Health & Biotech Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FIKCX features an expense ratio of 0.59%, falling within the medium range.
Share Price Chart
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Popular comparisons: FIKCX vs. HIAOX, FIKCX vs. VOOG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Health Care Fund Class Z, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Advisor Health Care Fund Class Z had a return of 11.99% year-to-date (YTD) and 24.61% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.99% | 24.30% |
| 1 month | 0.89% | 4.09% |
| 6 months | 9.52% | 14.29% |
| 1 year | 24.61% | 35.42% |
| 5 years (annualized) | 6.62% | 13.95% |
| 10 years (annualized) | N/A | 11.33% |
Monthly Returns
The table below presents the monthly returns of FIKCX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.52% | 4.86% | 1.23% | -4.81% | 0.04% | 2.43% | 2.21% | 6.39% | 0.28% | -4.03% | 11.99% | ||
| 2023 | 2.61% | -4.09% | 2.23% | 3.26% | -3.15% | 2.55% | 0.38% | -2.84% | -4.44% | -5.08% | 4.81% | 8.91% | 4.20% |
| 2022 | -13.42% | 1.16% | 4.19% | -9.66% | -2.06% | -0.67% | 8.25% | -2.96% | -2.48% | 5.04% | 3.78% | -2.56% | -12.74% |
| 2021 | 1.87% | -0.63% | 0.27% | 5.19% | -1.38% | 3.15% | 0.87% | 2.68% | -4.64% | 5.40% | -6.97% | 0.20% | 5.40% |
| 2020 | -1.91% | -6.02% | -3.48% | 13.00% | 5.74% | 0.93% | 2.28% | 1.57% | -0.07% | -1.83% | 7.27% | -1.63% | 15.41% |
| 2019 | 9.96% | 0.72% | -0.25% | -4.40% | -2.05% | 9.12% | 0.02% | -2.84% | -3.57% | 6.56% | 8.97% | 3.88% | 27.60% |
| 2018 | -7.00% | 4.90% | -14.09% | -16.19% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FIKCX is 35, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class Z (FIKCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Advisor Health Care Fund Class Z provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.52% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Health Care 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 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 | $0.00 | $0.00 |
| 2021 | $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 |
| 2020 | $0.37 | $0.37 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Advisor Health Care 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 Health Care Fund Class Z was 33.17%, occurring on Jun 16, 2022. The portfolio has not yet recovered.
The current Fidelity Advisor Health Care Fund Class Z drawdown is 6.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.17% | Nov 5, 2021 | 154 | Jun 16, 2022 | — | — | — |
| -28.1% | Feb 20, 2020 | 23 | Mar 23, 2020 | 34 | May 11, 2020 | 57 |
| -21.87% | Oct 5, 2018 | 55 | Dec 24, 2018 | 229 | Nov 20, 2019 | 284 |
| -8.51% | Feb 16, 2021 | 13 | Mar 4, 2021 | 35 | Apr 23, 2021 | 48 |
| -7.95% | Sep 3, 2021 | 21 | Oct 4, 2021 | 22 | Nov 3, 2021 | 43 |
Volatility
Volatility Chart
The current Fidelity Advisor Health Care Fund Class Z volatility is 3.77%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.