Fidelity Advisor Sustainable U.S. Equity Fund (FSEQX)
The fund primarily invests in equity securities of U.S. companies with strong sustainability practices based on ESG criteria, also including securities of both domestic and foreign issuers.
Fund Info
Jun 20, 2021
$0
Large-Cap
Growth
Expense Ratio
FSEQX has an expense ratio of 0.90%, placing it in the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Fidelity Advisor Sustainable U.S. Equity Fund (FSEQX) returned -1.98% year-to-date (YTD) and 6.86% over the past 12 months.
FSEQX
-1.98%
7.68%
-5.23%
6.86%
11.73%
N/A
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of FSEQX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.66% | -4.74% | -7.77% | 0.93% | 7.68% | -1.98% | |||||||
| 2024 | 1.45% | 6.27% | 3.63% | -4.47% | 4.34% | 1.22% | 2.23% | 1.50% | 2.41% | -2.05% | 5.97% | -3.32% | 20.22% |
| 2023 | 8.35% | -2.50% | 2.67% | -0.10% | 1.25% | 6.38% | 2.94% | -2.45% | -5.21% | -3.05% | 9.23% | 5.99% | 24.70% |
| 2022 | -6.40% | -3.18% | 2.78% | -8.32% | -0.84% | -8.30% | 9.61% | -4.87% | -9.47% | 8.36% | 7.49% | -5.87% | -19.62% |
| 2021 | 1.00% | 2.87% | 3.56% | -5.11% | 8.62% | -3.16% | 3.41% | 11.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSEQX is 25, meaning it’s performing worse than 75% 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Advisor Sustainable U.S. Equity Fund (FSEQX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Fidelity Advisor Sustainable U.S. Equity Fund provided a 0.49% dividend yield over the last twelve months, with an annual payout of $0.06 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Dividend | $0.06 | $0.06 | $0.05 | $0.06 | $0.05 |
Dividend yield | 0.49% | 0.48% | 0.43% | 0.71% | 0.43% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Sustainable U.S. Equity Fund. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.06 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.05 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2021 | $0.05 | $0.05 |
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 data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Advisor Sustainable U.S. Equity 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 Sustainable U.S. Equity Fund was 27.95%, occurring on Sep 30, 2022. Recovery took 328 trading sessions.
The current Fidelity Advisor Sustainable U.S. Equity Fund drawdown is 5.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.95% | Nov 17, 2021 | 219 | Sep 30, 2022 | 328 | Jan 23, 2024 | 547 |
| -22.68% | Dec 5, 2024 | 84 | Apr 8, 2025 | — | — | — |
| -8.06% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -5.94% | Apr 1, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -5.37% | Sep 3, 2021 | 19 | Sep 30, 2021 | 13 | Oct 19, 2021 | 32 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...