- ISIN
- US3161287350
- Issuer
- Fidelity
- Inception Date
- Feb 13, 2007
- Category
- Large Cap Value Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
FLUTX Performance Chart
Fidelity Advisor Stock Selector Large Cap Value Fund Class M (FLUTX) is up 7.2% since the beginning of the year. FLUTX is currently trading at $30 per share. Investors who bought $1,000 worth of FLUTX shares 5 years ago would now be looking at an investment worth $1,605.
Loading charts...
Returns By Period
Fidelity Advisor Stock Selector Large Cap Value Fund Class M (FLUTX) has returned 7.19% so far this year and 20.07% over the past 12 months. Over the last ten years, FLUTX has returned 10.51% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.
Fidelity Advisor Stock Selector Large Cap Value Fund Class M
- 1D
- 0.27%
- 1M
- 1.54%
- YTD
- 7.19%
- 6M
- 8.37%
- 1Y
- 20.07%
- 3Y*
- 17.33%
- 5Y*
- 9.93%
- 10Y*
- 10.51%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
FLUTX Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 2006, FLUTX's average daily return is +0.04%, while the average monthly return is +0.69%. At this rate, an investment would double in approximately 8.4 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 52% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.11% | 1.69% | -4.86% | 7.19% | 0.20% | 0.03% | 7.19% | ||||||
| 2025 | 4.93% | -0.85% | -2.71% | -2.92% | 4.21% | 2.56% | 0.61% | 3.16% | 1.22% | 0.55% | 2.50% | 1.47% | 15.37% |
| 2024 | 0.08% | 3.43% | 5.64% | -4.41% | 2.92% | -0.93% | 5.27% | 2.86% | 1.04% | -0.10% | 6.17% | -5.73% | 16.60% |
| 2023 | 5.85% | -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 -1.40%, beta of 0.98, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since January 04, 2006.
- This fund participated in 101.37% of S&P 500 Index downside but only 93.22% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.98 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
- -1.40%
- Beta
- 0.98
- R²
- 0.90
- Upside Capture
- 93.22%
- Downside Capture
- 101.37%
Expense Ratio
FLUTX has a high expense ratio of 1.32%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
FLUTX 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.
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 S&P 500 Index.
| FLUTX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.98 | 2.24 | -0.26 |
Sortino ratioReturn per unit of downside risk | 2.87 | 3.07 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.41 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.93 | 2.93 | 0.00 |
Martin ratioReturn relative to average drawdown | 11.83 | 13.52 | -1.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Fidelity Advisor Stock Selector Large Cap Value Fund Class M provided a 8.96% dividend yield over the last twelve months, with an annual payout of $2.66 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 8.96% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.00 | $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 charts...
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 0.37%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -59.38%Mar 2009 | 1y 5mo | 4y 4mo | 5y 9moOct 2007 - Jul 2013 |
COVID crash2020 | -39.76%Mar 2020 | 2mo 2d | 8mo 16d | 10mo 18dJan 2020 - Dec 2020 |
Bear market2022 | -19.54%Sep 2022 | 5mo 12d | 9mo 27d | 1y 3moApr 2022 - Jul 2023 |
Rate-hike selloffLate 2018 | -19.15%Dec 2018 | 10mo 29d | 7mo 2d | 1y 5moJan 2018 - Jul 2019 |
2016 correction2016 | -17.76%Feb 2016 | 8mo 25d | 6mo 6d | 1y 2moMay 2015 - Aug 2016 |
Drawdown Indicators
| FLUTX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.38% | -56.78% | -2.60% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -9.10% | +2.01% |
Max Drawdown (3Y)Largest decline over 3 years | -15.49% | -18.90% | +3.41% |
Max Drawdown (5Y)Largest decline over 5 years | -19.54% | -25.43% | +5.89% |
Max Drawdown (10Y)Largest decline over 10 years | -39.76% | -33.92% | -5.84% |
Current DrawdownCurrent decline from peak | -0.37% | -0.74% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -9.99% | -10.72% | +0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 1.97% | -0.22% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with FLUTX
Add Fidelity Advisor Stock Selector Large Cap Value Fund Class M to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with FLUTX