Fidelity Advisor Mid Cap II Fund Class M (FITIX)

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The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Mid Cap II Fund Class M, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Fidelity Advisor Mid Cap II Fund Class M (FITIX) has returned 1.16% so far this year and 21.13% over the past 12 months. Over the last ten years, FITIX has returned 11.01% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Aug 16, 2004, FITIX's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, your investment would double in approximately 6.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +14.2%, while the worst month was Mar 2020 at -21.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FITIX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +10.2%, while the worst single day was Mar 16, 2020 at -13.2%.

Fidelity Advisor Mid Cap II Fund Class M has an annualized alpha of 1.83%, beta of 0.98, and R² of 0.85 versus S&P 500 Index. Calculated based on daily prices since August 17, 2004.

• This fund captured 108.67% of S&P 500 Index gains and 101.64% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 0.98 and R² of 0.85, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

FITIX has a high expense ratio of 1.25%, indicating above-average management fees.

FITIX ranks 50 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Fidelity Advisor Mid Cap II Fund Class M (FITIX) and compare them to a chosen benchmark (S&P 500 Index).

Fidelity Advisor Mid Cap II Fund Class M provided a 7.35% dividend yield over the last twelve months, with an annual payout of $1.64 per share.

The table displays the monthly dividend distributions for Fidelity Advisor Mid Cap II Fund Class M. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Fidelity Advisor Mid Cap II Fund Class M. 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 Mid Cap II Fund Class M was 53.22%, occurring on Nov 20, 2008. Recovery took 516 trading sessions.

The current Fidelity Advisor Mid Cap II Fund Class M drawdown is 9.87%.

The chart below shows the rolling one-month volatility.