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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Real Estate 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.
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Returns By Period
Fidelity Advisor Real Estate Fund Class Z
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.73% | 0.00% | 2.73% | ||||||||||
| 2025 | 2.22% | 3.69% | -2.71% | -2.44% | 1.07% | -0.02% | -0.41% | 2.32% | -1.00% | -0.65% | 1.84% | -1.95% | 1.74% |
| 2024 | -4.52% | 2.15% | 1.45% | -8.85% | 6.06% | 1.81% | 8.06% | 4.82% | 3.23% | -3.39% | 4.96% | -14.23% | -0.97% |
| 2023 | 10.76% | -4.95% | -2.36% | 0.81% | -3.87% | 4.72% | 1.54% | -3.45% | -7.74% | -3.01% | 12.42% | 8.22% | 11.34% |
| 2022 | -8.55% | -4.57% | 7.01% | -3.73% | -4.56% | -7.53% | 8.73% | -7.22% | -13.15% | 1.78% | 6.90% | -4.54% | -27.80% |
| 2021 | -0.61% | 2.85% | 5.45% | 8.22% | 0.30% | 2.53% | 5.49% | 2.16% | -5.70% | 6.87% | -2.46% | 9.41% | 39.08% |
Benchmark Metrics
Fidelity Advisor Real Estate Fund Class Z has an annualized alpha of -6.16%, beta of 0.86, and R² of 0.55 versus S&P 500 Index. Calculated based on daily prices since October 18, 2018.
- This fund participated in 109.40% of S&P 500 Index downside but only 73.67% of its upside — more exposed to losses than it benefited from rallies.
- This fund had an annualized alpha of -6.16% versus S&P 500 Index — delivering less than market exposure alone would predict.
- With beta of 0.86 and R² of 0.55, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -6.16%
- Beta
- 0.86
- R²
- 0.55
- Upside Capture
- 73.67%
- Downside Capture
- 109.40%
Expense Ratio
FIKJX has an expense ratio of 0.64%, placing it in the medium range.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor Real Estate Fund Class Z (FIKJX) and compare them to a chosen benchmark (S&P 500 Index).
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Dividends
Dividend History
Fidelity Advisor Real Estate Fund Class Z provided a 12.74% dividend yield over the last twelve months, with an annual payout of $1.97 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.97 | $1.97 | $0.17 | $0.43 | $2.95 | $1.55 | $0.82 | $1.92 | $1.01 |
Dividend yield | 12.74% | 13.09% | 1.04% | 2.54% | 18.78% | 6.01% | 4.17% | 8.74% | 5.18% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Real Estate 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $1.78 | $1.97 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.17 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.22 | $0.43 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $2.91 | $2.95 |
| 2021 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $1.48 | $1.55 |
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 Real Estate 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 Real Estate Fund Class Z was 41.59%, occurring on Mar 23, 2020. Recovery took 272 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.59% | Feb 24, 2020 | 21 | Mar 23, 2020 | 272 | Apr 21, 2021 | 293 |
| -35.98% | Jan 3, 2022 | 456 | Oct 25, 2023 | — | — | — |
| -13.71% | Dec 7, 2018 | 12 | Dec 24, 2018 | 25 | Jan 31, 2019 | 37 |
| -7.72% | Sep 7, 2021 | 18 | Sep 30, 2021 | 24 | Nov 3, 2021 | 42 |
| -7.13% | Oct 24, 2019 | 38 | Dec 17, 2019 | 36 | Feb 10, 2020 | 74 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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