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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Strategic Dividend & Income 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 Strategic Dividend & Income Fund Class Z (FIQWX) has returned 3.37% so far this year and 15.25% over the past 12 months.
Fidelity Advisor Strategic Dividend & Income Fund Class Z
- 1D
- -0.28%
- 1M
- -5.68%
- YTD
- 3.37%
- 6M
- 5.70%
- 1Y
- 15.25%
- 3Y*
- 10.54%
- 5Y*
- 7.08%
- 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
Based on dividend-adjusted daily data since Oct 5, 2018, FIQWX's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, your investment would double in approximately 7.4 years.
Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +9.8%, while the worst month was Mar 2020 at -11.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, FIQWX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +7.0%, while the worst single day was Mar 16, 2020 at -9.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.94% | 5.44% | -5.68% | 3.37% | |||||||||
| 2025 | 2.57% | 1.16% | -2.24% | -1.44% | 2.58% | 2.28% | 1.29% | 2.22% | 1.84% | 0.73% | 1.42% | 0.09% | 13.09% |
| 2024 | 0.25% | 2.21% | 3.02% | -3.61% | 3.37% | 0.24% | 3.28% | 3.11% | 2.16% | -1.63% | 4.39% | -8.52% | 7.76% |
| 2023 | 4.77% | -2.37% | -0.06% | 0.84% | -2.68% | 4.12% | 2.07% | -1.67% | -3.40% | -2.69% | 6.42% | 4.50% | 9.60% |
| 2022 | -3.33% | -1.40% | 2.49% | -4.27% | -0.55% | -5.49% | 5.17% | -2.90% | -7.18% | 5.97% | 5.40% | -3.06% | -9.79% |
| 2021 | -0.19% | 2.17% | 3.34% | 3.63% | 1.08% | 0.96% | 1.61% | 1.66% | -3.37% | 4.19% | -2.71% | 5.64% | 19.14% |
Benchmark Metrics
Fidelity Advisor Strategic Dividend & Income Fund Class Z has an annualized alpha of 1.41%, beta of 0.64, and R² of 0.86 versus S&P 500 Index. Calculated based on daily prices since October 08, 2018.
- This fund participated in 74.02% of S&P 500 Index downside but only 67.93% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.64 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 1.41%
- Beta
- 0.64
- R²
- 0.86
- Upside Capture
- 67.93%
- Downside Capture
- 74.02%
Expense Ratio
FIQWX has an expense ratio of 0.59%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FIQWX ranks 74 for risk / return — better than 74% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor Strategic Dividend & Income Fund Class Z (FIQWX) and compare them to a chosen benchmark (S&P 500 Index).
| FIQWX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 0.90 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.39 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.21 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.40 | +0.17 |
Martin ratioReturn relative to average drawdown | 7.74 | 6.61 | +1.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore FIQWX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Fidelity Advisor Strategic Dividend & Income Fund Class Z provided a 7.79% dividend yield over the last twelve months, with an annual payout of $1.41 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.41 | $1.41 | $0.30 | $0.92 | $0.67 | $1.51 | $0.94 | $1.05 | $0.92 |
Dividend yield | 7.79% | 8.05% | 1.79% | 5.83% | 4.35% | 8.55% | 5.79% | 6.81% | 6.85% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Strategic Dividend & Income 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 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.12 | $0.00 | $1.09 | $1.41 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.30 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.64 | $0.92 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.41 | $0.67 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $1.27 | $1.51 |
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 Strategic Dividend & Income 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 Strategic Dividend & Income Fund Class Z was 30.01%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current Fidelity Advisor Strategic Dividend & Income Fund Class Z drawdown is 5.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.01% | Feb 18, 2020 | 25 | Mar 23, 2020 | 114 | Sep 2, 2020 | 139 |
| -17.02% | Jan 5, 2022 | 194 | Oct 12, 2022 | 337 | Feb 15, 2024 | 531 |
| -15.51% | Dec 2, 2024 | 87 | Apr 8, 2025 | 107 | Sep 11, 2025 | 194 |
| -11.13% | Oct 9, 2018 | 53 | Dec 24, 2018 | 35 | Feb 14, 2019 | 88 |
| -6.23% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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