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Fidelity Advisor Series Equity Growth Fund (FMFMX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3158051686

CUSIP

315805168

Issuer

Fidelity

Inception Date

Jun 6, 2014

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

FMFMX has an expense ratio of 0.00%, indicating no management fees are charged.


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

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:
FMFMX vs. FZAAX FMFMX vs. STXS FMFMX vs. STXAX FMFMX vs. SCHD FMFMX vs. VOO FMFMX vs. NEAGX FMFMX vs. FXAIX FMFMX vs. FSCSX FMFMX vs. STX FMFMX vs. FXNAX
Popular comparisons:
FMFMX vs. FZAAX FMFMX vs. STXS FMFMX vs. STXAX FMFMX vs. SCHD FMFMX vs. VOO FMFMX vs. NEAGX FMFMX vs. FXAIX FMFMX vs. FSCSX FMFMX vs. STX FMFMX vs. FXNAX

Performance

Performance Chart

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


-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-14.21%
9.05%
FMFMX (Fidelity Advisor Series Equity Growth Fund)
Benchmark (^GSPC)

Returns By Period

Fidelity Advisor Series Equity Growth Fund had a return of 3.96% year-to-date (YTD) and -3.61% in the last 12 months. Over the past 10 years, Fidelity Advisor Series Equity Growth Fund had an annualized return of 4.84%, while the S&P 500 had an annualized return of 11.29%, indicating that Fidelity Advisor Series Equity Growth Fund did not perform as well as the benchmark.


FMFMX

YTD

3.96%

1M

1.47%

6M

-13.85%

1Y

-3.61%

5Y*

1.94%

10Y*

4.84%

^GSPC (Benchmark)

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.45%3.96%
20244.06%8.85%2.50%-4.44%5.75%5.38%-1.62%3.07%2.16%-0.65%4.61%-22.59%3.05%
20236.77%-1.64%5.25%0.08%4.69%6.72%3.79%-0.65%-5.45%-2.15%10.78%0.06%30.69%
2022-8.42%-2.45%4.61%-10.76%-1.45%-6.41%9.84%-4.01%-9.26%4.77%5.42%-10.12%-26.94%
20211.05%1.60%0.54%6.01%-0.34%4.32%1.80%4.60%-6.04%8.17%-0.60%-15.50%3.41%
20202.61%-4.95%-10.93%14.95%7.99%6.02%7.10%8.99%-3.81%-1.43%10.04%-17.73%14.55%
20198.89%4.01%3.19%4.38%-6.05%6.73%1.17%-1.29%-0.76%3.18%4.16%-8.00%19.86%
20188.36%-2.34%-2.10%1.04%4.40%0.84%2.92%4.60%-0.06%-9.51%1.50%-15.22%-7.68%
20175.50%4.29%1.93%3.48%4.13%-0.00%3.52%2.20%1.11%4.39%1.25%-14.90%16.25%
2016-6.96%-2.49%5.21%0.19%2.80%-1.72%5.08%0.35%0.35%-2.27%0.18%0.66%0.75%
2015-0.52%5.76%-0.45%-1.37%2.40%-0.00%3.25%-6.73%-3.09%7.54%1.17%-0.20%7.19%
20142.30%-2.25%5.59%-1.80%1.83%0.76%-1.54%4.76%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FMFMX is 3, meaning it’s performing worse than 97% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FMFMX is 33
Overall Rank
The Sharpe Ratio Rank of FMFMX is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of FMFMX is 44
Sortino Ratio Rank
The Omega Ratio Rank of FMFMX is 44
Omega Ratio Rank
The Calmar Ratio Rank of FMFMX is 22
Calmar Ratio Rank
The Martin Ratio Rank of FMFMX is 33
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 Series Equity Growth Fund (FMFMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FMFMX, currently valued at -0.14, compared to the broader market-1.000.001.002.003.004.00-0.141.77
The chart of Sortino ratio for FMFMX, currently valued at 0.01, compared to the broader market0.002.004.006.008.0010.0012.000.012.39
The chart of Omega ratio for FMFMX, currently valued at 1.00, compared to the broader market1.002.003.004.001.001.32
The chart of Calmar ratio for FMFMX, currently valued at -0.16, compared to the broader market0.005.0010.0015.0020.00-0.162.66
The chart of Martin ratio for FMFMX, currently valued at -0.39, compared to the broader market0.0020.0040.0060.0080.00-0.3910.85
FMFMX
^GSPC

The current Fidelity Advisor Series Equity Growth Fund Sharpe ratio is -0.14. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Advisor Series Equity Growth Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.14
1.77
FMFMX (Fidelity Advisor Series Equity Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Advisor Series Equity Growth Fund provided a 0.66% dividend yield over the last twelve months, with an annual payout of $0.11 per share.


0.00%0.20%0.40%0.60%0.80%1.00%1.20%$0.00$0.05$0.10$0.15$0.2020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.11$0.11$0.11$0.11$0.20$0.13$0.13$0.13$0.09$0.01$0.02$0.01

Dividend yield

0.66%0.69%0.72%0.94%1.21%0.78%0.92%1.09%0.66%0.12%0.21%0.06%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Series Equity Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.11$0.11
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.11$0.11
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.11$0.11
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.20
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.13
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.13
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.13
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.09
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01
2015$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.02
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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-21.50%
0
FMFMX (Fidelity Advisor Series Equity Growth Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Advisor Series Equity Growth Fund. 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 Series Equity Growth Fund was 41.61%, occurring on Dec 28, 2022. Recovery took 447 trading sessions.

The current Fidelity Advisor Series Equity Growth Fund drawdown is 21.50%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.61%Nov 22, 2021277Dec 28, 2022447Oct 9, 2024724
-31.37%Dec 17, 201966Mar 23, 202053Jun 8, 2020119
-27.81%Aug 30, 201880Dec 24, 2018232Nov 25, 2019312
-25.01%Dec 5, 202410Dec 18, 2024
-21.01%Dec 9, 20206Dec 16, 2020223Nov 4, 2021229

Volatility

Volatility Chart

The current Fidelity Advisor Series Equity Growth Fund volatility is 5.32%, 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.


0.00%5.00%10.00%15.00%20.00%25.00%SeptemberOctoberNovemberDecember2025February
5.32%
3.19%
FMFMX (Fidelity Advisor Series Equity Growth Fund)
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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