PortfoliosLab logoPortfoliosLab logo
Fidelity Advisor Stock Selector Large Cap Value Fu...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US3161287350
Issuer
Fidelity
Inception Date
Feb 13, 2007
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Value

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

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


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Stock Selector Large Cap Value 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.


Loading graphics...

S&P 500 Index

Returns By Period

Fidelity Advisor Stock Selector Large Cap Value Fund Class M (FLUTX) has returned -2.29% so far this year and 11.37% over the past 12 months. Over the last ten years, FLUTX has returned 9.81% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Fidelity Advisor Stock Selector Large Cap Value Fund Class M

1D
-0.04%
1M
-6.82%
YTD
-2.29%
6M
2.18%
1Y
11.37%
3Y*
13.95%
5Y*
9.51%
10Y*
9.81%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jan 3, 2006, FLUTX's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, your investment would double in approximately 8.8 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +14.0%, while the worst month was Mar 2020 at -18.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FLUTX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +10.7%, while the worst single day was Mar 16, 2020 at -12.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.11%1.69%-6.82%-2.29%
20254.93%-0.85%-2.71%-2.92%4.21%2.56%0.61%3.16%1.22%0.55%2.50%1.47%15.37%
20240.08%3.43%5.64%-4.41%2.92%-0.93%5.27%2.86%1.04%-0.10%6.17%-5.73%16.60%
20235.85%-3.33%-1.18%1.44%-3.83%6.67%3.86%-2.18%-3.18%-2.69%7.58%5.03%13.81%
2022-1.27%-0.39%2.17%-5.46%2.16%-9.11%6.00%-2.66%-9.59%11.18%6.65%-3.65%-6.00%
2021-0.97%5.54%6.75%4.50%2.65%-1.58%0.86%1.47%-3.40%5.38%-4.55%6.66%24.95%

Benchmark Metrics

Fidelity Advisor Stock Selector Large Cap Value Fund Class M has an annualized alpha of -1.00%, beta of 0.99, and R² of 0.90 versus S&P 500 Index. Calculated based on daily prices since January 04, 2006.

  • This fund participated in 101.17% of S&P 500 Index downside but only 94.95% of its upside — more exposed to losses than it benefited from rallies.
  • With beta of 0.99 and R² of 0.90, 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
-1.00%
Beta
0.99
0.90
Upside Capture
94.95%
Downside Capture
101.17%

Expense Ratio

FLUTX has a high expense ratio of 1.32%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FLUTX ranks 35 for risk / return — below 35% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


FLUTX Risk / Return Rank: 3535
Overall Rank
FLUTX Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
FLUTX Sortino Ratio Rank: 3434
Sortino Ratio Rank
FLUTX Omega Ratio Rank: 3636
Omega Ratio Rank
FLUTX Calmar Ratio Rank: 3232
Calmar Ratio Rank
FLUTX Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fidelity Advisor Stock Selector Large Cap Value Fund Class M (FLUTX) and compare them to a chosen benchmark (S&P 500 Index).


FLUTXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.81

0.90

-0.09

Sortino ratio

Return per unit of downside risk

1.19

1.39

-0.19

Omega ratio

Gain probability vs. loss probability

1.18

1.21

-0.03

Calmar ratio

Return relative to maximum drawdown

0.93

1.40

-0.47

Martin ratio

Return relative to average drawdown

4.27

6.61

-2.33

Explore FLUTX 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 Stock Selector Large Cap Value Fund Class M provided a 9.83% dividend yield over the last twelve months, with an annual payout of $2.66 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.50$2.00$2.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.66$2.21$2.68$0.53$1.79$1.02$0.36$0.25$1.22$0.10$0.14$0.11

Dividend yield

9.83%7.71%10.00%2.08%7.89%3.93%1.67%1.19%6.98%0.50%0.73%0.66%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.88$0.88
2025$0.00$0.00$0.42$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.78$2.21
2024$0.00$0.00$0.44$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.24$2.68
2023$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.44$0.53
2022$0.00$0.00$0.71$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.08$1.79
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.02$1.02

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.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Advisor Stock Selector Large Cap Value 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 Stock Selector Large Cap Value Fund Class M was 59.38%, occurring on Mar 9, 2009. Recovery took 1093 trading sessions.

The current Fidelity Advisor Stock Selector Large Cap Value Fund Class M drawdown is 7.09%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.38%Oct 10, 2007355Mar 9, 20091093Jul 11, 20131448
-39.76%Jan 21, 202044Mar 23, 2020179Dec 4, 2020223
-19.54%Apr 21, 2022113Sep 30, 2022202Jul 24, 2023315
-19.15%Jan 29, 2018229Dec 24, 2018145Jul 24, 2019374
-17.76%May 22, 2015183Feb 11, 2016128Aug 15, 2016311

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...