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Fidelity Advisor Leveraged Company Stock Fund Clas...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3158053823

Issuer

Fidelity

Inception Date

Dec 27, 2000

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

FLSCX has a high expense ratio of 1.81%, indicating higher-than-average management fees.


Expense ratio chart for FLSCX: current value at 1.81% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.81%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
FLSCX vs. TECL
Popular comparisons:
FLSCX vs. TECL

Performance

Performance Chart

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


-5.00%0.00%5.00%10.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27
6.31%
3.35%
FLSCX (Fidelity Advisor Leveraged Company Stock Fund Class C)
Benchmark (^GSPC)

Returns By Period


FLSCX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of FLSCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.28%8.69%4.73%-5.21%5.41%0.66%0.58%0.73%4.54%24.94%
20238.92%-1.31%-0.36%-0.88%-1.34%10.44%4.32%-2.26%-14.69%-4.51%10.44%0.37%6.49%
2022-7.77%-2.09%2.21%-8.82%0.94%-12.23%11.20%-3.05%-20.59%7.72%5.48%-8.84%-33.88%
20210.17%7.07%2.11%4.72%0.73%1.38%-0.33%3.74%-10.31%5.20%-2.42%-0.17%11.30%
2020-1.18%-8.86%-23.92%17.59%10.00%1.99%5.07%11.08%-1.48%-3.68%17.70%4.66%23.34%
201914.14%4.55%-0.89%5.26%-11.56%6.71%1.09%-5.24%-3.57%2.26%4.71%4.04%20.90%
20184.51%-5.35%-1.46%-0.08%5.23%-0.83%2.03%1.09%-13.61%-10.77%1.85%-11.98%-27.55%
20173.68%2.17%0.15%0.69%-0.27%0.33%1.46%-0.97%-17.82%1.77%0.79%-4.31%-13.37%
2016-9.49%-0.56%8.49%3.21%1.15%-4.50%4.56%1.62%-3.33%-2.16%5.68%-11.57%-8.56%
2015-3.41%7.24%0.31%1.38%0.80%-1.27%-1.69%-6.55%-2.08%6.83%0.62%-4.96%-3.66%
2014-2.87%3.51%0.75%0.37%2.02%2.59%-1.01%4.20%-5.06%-0.48%-0.12%0.95%4.57%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FLSCX is 53, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FLSCX is 5353
Overall Rank
The Sharpe Ratio Rank of FLSCX is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of FLSCX is 5353
Sortino Ratio Rank
The Omega Ratio Rank of FLSCX is 5858
Omega Ratio Rank
The Calmar Ratio Rank of FLSCX is 3737
Calmar Ratio Rank
The Martin Ratio Rank of FLSCX is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Advisor Leveraged Company Stock Fund Class C (FLSCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
FLSCX
^GSPC

There is not enough data available to calculate the Sharpe ratio for Fidelity Advisor Leveraged Company Stock Fund Class C. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio0.001.002.003.00Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27
2.11
3.35
FLSCX (Fidelity Advisor Leveraged Company Stock Fund Class C)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Advisor Leveraged Company Stock Fund Class C provided a 21.04% dividend yield over the last twelve months, with an annual payout of $7.15 per share.


0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%$0.00$0.50$1.00$1.502014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017201620152014
Dividend$7.15$0.00$0.06$0.00$0.00$0.00$0.00$0.05$0.00$1.48$0.01

Dividend yield

21.04%0.00%0.19%0.00%0.00%0.00%0.00%0.12%0.00%3.02%0.01%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Leveraged Company Stock Fund Class C. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$7.15$7.15
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$0.06$0.06
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$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$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
2018$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
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.05
2016$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
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.48$0.00$0.00$0.00$1.48
2014$0.01$0.01

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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27
-24.88%
-0.70%
FLSCX (Fidelity Advisor Leveraged Company Stock Fund Class C)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Advisor Leveraged Company Stock Fund Class C. 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 Leveraged Company Stock Fund Class C was 69.19%, occurring on Mar 9, 2009. Recovery took 979 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.19%Jun 6, 2008189Mar 9, 2009979Jan 29, 20131168
-63.96%Jun 24, 20151192Mar 18, 2020
-37.2%Jan 31, 2001366Jul 23, 2002121Jan 14, 2003487
-20.12%Jul 20, 2007128Jan 22, 200878May 13, 2008206
-15.99%Jan 15, 200339Mar 12, 200328Apr 22, 200367

Volatility

Volatility Chart

The current Fidelity Advisor Leveraged Company Stock Fund Class C volatility is 3.54%, 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27
3.54%
2.73%
FLSCX (Fidelity Advisor Leveraged Company Stock Fund Class C)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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