Fidelity Advisor Small Cap Fund Class A (FSCDX)
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in securities of companies with small market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2000 Index or the S&P Small Cap 600 Index). It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.
Fund Info
Expense Ratio
FSCDX has a high expense ratio of 1.22%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Small Cap Fund Class A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Advisor Small Cap Fund Class A had a return of 11.08% year-to-date (YTD) and 10.73% in the last 12 months. Over the past 10 years, Fidelity Advisor Small Cap Fund Class A had an annualized return of 1.61%, while the S&P 500 had an annualized return of 11.06%, indicating that Fidelity Advisor Small Cap Fund Class A did not perform as well as the benchmark.
FSCDX
11.08%
-4.72%
5.29%
10.73%
4.74%
1.61%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of FSCDX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -1.46% | 5.48% | 3.69% | -6.20% | 6.18% | -0.89% | 7.55% | 0.06% | 0.93% | -3.07% | 8.28% | 11.08% | |
2023 | 9.29% | -0.23% | -3.54% | -2.44% | -2.87% | 9.11% | 4.73% | -2.04% | -5.46% | -6.45% | 7.52% | 10.00% | 16.71% |
2022 | -10.61% | 0.63% | -0.55% | -9.28% | -0.04% | -9.65% | 11.71% | -3.13% | -9.64% | 10.32% | 5.25% | -9.56% | -24.74% |
2021 | 2.25% | 8.48% | 3.19% | 4.19% | -0.15% | 0.84% | 0.98% | 4.11% | -2.87% | 6.08% | -2.55% | -6.67% | 18.31% |
2020 | -1.01% | -9.57% | -19.38% | 12.89% | 8.68% | 1.95% | 4.66% | 4.01% | -3.17% | 0.44% | 14.93% | 3.83% | 14.06% |
2019 | 10.88% | 5.17% | 0.37% | 3.62% | -6.05% | 7.57% | 0.70% | -2.30% | 1.16% | 2.33% | 4.12% | -2.06% | 27.28% |
2018 | 3.25% | -3.34% | -0.23% | -0.74% | 2.82% | -0.04% | 2.97% | 2.48% | -2.46% | -10.49% | 1.24% | -23.71% | -27.70% |
2017 | 0.66% | 1.65% | -0.08% | 0.45% | 0.79% | 2.28% | -0.44% | -0.29% | 4.49% | 2.57% | 0.76% | -12.06% | -0.19% |
2016 | -9.08% | 0.04% | 6.69% | 0.47% | 1.43% | -0.96% | 3.44% | 0.20% | 0.32% | -4.52% | 7.82% | 1.63% | 6.56% |
2015 | -2.65% | 6.92% | 1.72% | -1.34% | 2.29% | 1.01% | -0.97% | -5.60% | -3.37% | 3.53% | 2.11% | -11.68% | -8.97% |
2014 | -4.20% | 4.21% | 1.01% | -0.29% | 1.47% | 4.69% | -5.60% | 5.04% | -3.88% | 4.81% | 0.74% | -10.05% | -3.30% |
2013 | 6.34% | 0.99% | 4.67% | 0.20% | 3.55% | -0.42% | 5.72% | -2.87% | 6.42% | 3.33% | 3.86% | 3.05% | 40.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSCDX is 45, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class A (FSCDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Advisor Small Cap Fund Class A provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.11 | $0.18 | $3.33 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.30% | 0.44% | 0.68% | 11.93% |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | $0.00 | $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 | $0.00 | $0.00 |
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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
2015 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 |
2014 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 |
2013 | $3.33 | $3.33 |
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.
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 51.18%, occurring on Mar 23, 2020. Recovery took 221 trading sessions.
The current Fidelity Advisor Small Cap Fund Class A drawdown is 15.76%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-51.18% | Nov 28, 2014 | 1337 | Mar 23, 2020 | 221 | Feb 5, 2021 | 1558 |
-49.89% | Mar 10, 2000 | 645 | Oct 9, 2002 | 557 | Dec 28, 2004 | 1202 |
-41.58% | Jul 20, 2007 | 411 | Mar 9, 2009 | 284 | Apr 23, 2010 | 695 |
-39.09% | Nov 9, 2021 | 152 | Jun 16, 2022 | — | — | — |
-28.17% | May 11, 2011 | 101 | Oct 3, 2011 | 360 | Mar 13, 2013 | 461 |
Volatility
Volatility Chart
The current Fidelity Advisor Small Cap Fund Class A volatility is 5.55%, 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.