- ISIN
- US3158056974
- Issuer
- Fidelity
- Inception Date
- Sep 9, 1998
- Category
- Small Cap Blend Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
FSCDX Performance Chart
Fidelity Advisor Small Cap Fund Class A (FSCDX) is up 22.8% since the beginning of the year. FSCDX is currently trading at $37 per share. Investors who bought $1,000 worth of FSCDX shares 5 years ago would now be looking at an investment worth $1,416.
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Returns By Period
Fidelity Advisor Small Cap Fund Class A (FSCDX) has returned 22.77% so far this year and 40.44% over the past 12 months. Over the last ten years, FSCDX has returned 10.20% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Fidelity Advisor Small Cap Fund Class A
- 1D
- 1.84%
- 1M
- 4.82%
- YTD
- 22.77%
- 6M
- 19.43%
- 1Y
- 40.44%
- 3Y*
- 13.95%
- 5Y*
- 7.21%
- 10Y*
- 10.20%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FSCDX Monthly Returns History
Based on dividend-adjusted daily data since Sep 9, 1998, FSCDX's average daily return is +0.05%, while the average monthly return is +0.94%. At this rate, an investment would double in approximately 6.2 years.
Historically, 63% of months were positive and 37% were negative. The best month was Jun 2000 with a return of +19.0%, while the worst month was Dec 2024 at -19.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, FSCDX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +9.1%, while the worst single day was Mar 16, 2020 at -13.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.75% | 4.34% | -4.83% | 11.42% | 2.03% | 3.82% | 22.77% | ||||||
| 2025 | 3.72% | -6.04% | -5.83% | -1.43% | 4.63% | 6.31% | 1.48% | 4.78% | 1.09% | 1.04% | 3.40% | -1.02% | 11.85% |
| 2024 | -1.46% | 5.48% | 3.69% | -6.20% | 6.18% | -0.89% | 7.55% | 0.06% | 0.93% | -3.07% | 8.28% | -19.63% | -2.52% |
| 2023 | 9.29% | -0.23% | -3.54% | -2.44% | -2.87% | 9.11% | 4.73% | -2.04% | -5.46% | -6.45% | 7.52% | 11.50% | 18.29% |
| 2022 | -10.61% | 0.63% | -0.55% | -9.28% | -0.04% | -9.65% | 11.71% | -3.12% | -9.64% | 10.32% | 5.25% | -4.71% | -20.70% |
| 2021 | 2.25% | 8.48% | 3.19% | 4.19% | -0.15% | 0.84% | 0.98% | 4.11% | -2.87% | 6.08% | -2.55% | 3.52% | 31.22% |
Benchmark Metrics
Fidelity Advisor Small Cap Fund Class A has an annualized alpha of 3.28%, beta of 0.92, and R2 of 0.72 versus S&P 500 Index. Calculated based on daily prices since September 09, 1998.
- This fund captured 117.05% of S&P 500 Index gains and 105.35% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 3.28% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.92 and R2 of 0.72, 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
- 3.28%
- Beta
- 0.92
- R²
- 0.72
- Upside Capture
- 117.05%
- Downside Capture
- 105.35%
Expense Ratio
FSCDX has a high expense ratio of 1.22%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
FSCDX ranks 75 for risk / return — better than 75% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class A (FSCDX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSCDX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.37 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.36 | 2.78 | +1.58 |
| Martin ratioReturn relative to average drawdown | 16.29 | 12.44 | +3.85 |
Dividends
Dividend History
Fidelity Advisor Small Cap Fund Class A provided a 1.56% dividend yield over the last twelve months, with an annual payout of $0.58 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.58 | $0.58 | $0.00 | $0.38 | $1.29 | $3.52 | $0.73 | $0.94 | $2.72 | $3.62 | $0.61 | $2.04 |
Dividend yield | 1.56% | 1.92% | 0.00% | 1.36% | 5.36% | 10.98% | 2.70% | 3.97% | 14.60% | 14.03% | 2.35% | 8.39% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Small Cap Fund Class A. 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2024 | $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 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.38 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.29 | $1.29 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.52 | $3.52 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Advisor Small Cap Fund Class A. 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 Small Cap Fund Class A was 50.10%, occurring on Oct 9, 2002. Recovery took 604 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -50.10%Oct 2002 | 2y 7mo | 2y 4mo | 4y 12moMar 2000 - Mar 2005 |
Financial crisis2007–2009 | -41.88%Mar 2009 | 1y 7mo | 1y 7mo | 3y 2moJul 2007 - Oct 2010 |
COVID crash2020 | -40.44%Mar 2020 | 2mo 6d | 7mo 17d | 9mo 23dJan 2020 - Nov 2020 |
2025 selloff2025 | -35.42%Apr 2025 | 4mo 13d | 1y 9d | 1y 4moNov 2024 - Apr 2026 |
Bear market2022 | -32.44%Jun 2022 | 7mo 9d | 2y 1mo | 2y 8moNov 2021 - Jul 2024 |
Drawdown Indicators
| FSCDX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.10% | -56.78% | +6.68% |
Max Drawdown (1Y)Largest decline over 1 year | -9.33% | -9.10% | -0.23% |
Max Drawdown (3Y)Largest decline over 3 years | -35.42% | -18.90% | -16.52% |
Max Drawdown (5Y)Largest decline over 5 years | -35.42% | -25.43% | -9.99% |
Max Drawdown (10Y)Largest decline over 10 years | -40.44% | -33.92% | -6.52% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -11.61% | -10.71% | -0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.03% | +0.46% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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