Fidelity Advisor Technology Fund Class Z (FIKHX)
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 offering, using, or developing products, processes, or services that will provide or will benefit significantly from technological advances and improvements. 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
US3159181698
Oct 2, 2018
$0
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Technology 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 Technology Fund Class Z had a return of 31.06% year-to-date (YTD) and 34.59% in the last 12 months.
FIKHX
31.06%
0.23%
13.43%
34.59%
17.59%
N/A
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of FIKHX, 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 | 3.46% | 7.88% | 2.01% | -5.16% | 7.71% | 7.68% | -2.16% | 1.25% | 1.07% | 0.74% | 31.06% | ||
| 2023 | 12.51% | 1.75% | 9.44% | -2.30% | 12.28% | 6.98% | 4.39% | -2.23% | -5.92% | -4.47% | 11.96% | 1.89% | 53.84% |
| 2022 | -9.05% | -5.35% | 2.85% | -13.50% | -3.73% | -10.39% | 13.66% | -5.39% | -12.05% | 6.18% | 5.55% | -11.18% | -37.80% |
| 2021 | -1.39% | 0.90% | -0.01% | 4.52% | -0.65% | 8.05% | 2.86% | 3.88% | -5.54% | 8.34% | 2.52% | -8.78% | 14.16% |
| 2020 | 4.66% | -5.46% | -10.36% | 14.91% | 8.82% | 9.02% | 7.47% | 12.63% | -5.43% | -3.42% | 15.29% | -0.71% | 53.01% |
| 2019 | 7.36% | 7.01% | 4.79% | 6.53% | -8.33% | 8.66% | 2.91% | -1.12% | 0.67% | 4.50% | 5.99% | 1.58% | 47.24% |
| 2018 | -9.95% | -2.79% | -24.99% | -34.34% |
Expense Ratio
FIKHX features an expense ratio of 0.59%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FIKHX is 41, 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 Technology Fund Class Z (FIKHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 Technology 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 Technology Fund Class Z was 46.63%, occurring on Jan 5, 2023. Recovery took 348 trading sessions.
The current Fidelity Advisor Technology Fund Class Z drawdown is 3.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.63% | Dec 9, 2021 | 270 | Jan 5, 2023 | 348 | May 24, 2024 | 618 |
| -39.17% | Oct 5, 2018 | 55 | Dec 24, 2018 | 262 | Jan 9, 2020 | 317 |
| -30.94% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -16.13% | Jul 11, 2024 | 20 | Aug 7, 2024 | 58 | Oct 29, 2024 | 78 |
| -12.74% | Sep 3, 2020 | 14 | Sep 23, 2020 | 45 | Nov 25, 2020 | 59 |
Volatility
Volatility Chart
The current Fidelity Advisor Technology Fund Class Z volatility is 6.45%, 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.