- ISIN
- US3160667529
- Issuer
- Fidelity
- Inception Date
- Feb 1, 2017
- 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
FSSZX Performance Chart
Fidelity Advisor Stock Selector Small Cap Fund Class Z (FSSZX) is up 19.8% since the beginning of the year. FSSZX is currently trading at $51 per share. Investors who bought $1,000 worth of FSSZX shares 5 years ago would now be looking at an investment worth $1,703.
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Returns By Period
Fidelity Advisor Stock Selector Small Cap Fund Class Z (FSSZX) has returned 19.77% so far this year and 42.33% over the past 12 months.
Fidelity Advisor Stock Selector Small Cap Fund Class Z
- 1D
- 1.80%
- 1M
- 3.86%
- YTD
- 19.77%
- 6M
- 16.64%
- 1Y
- 42.33%
- 3Y*
- 20.32%
- 5Y*
- 11.23%
- 10Y*
- —
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%
FSSZX Monthly Returns History
Based on dividend-adjusted daily data since Feb 9, 2017, FSSZX's average daily return is +0.06%, while the average monthly return is +1.15%. At this rate, an investment would double in approximately 5.1 years.
Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +15.9%, while the worst month was Mar 2020 at -18.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, FSSZX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +9.1%, while the worst single day was Mar 16, 2020 at -13.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.67% | 3.79% | -5.00% | 10.96% | 0.37% | 3.23% | 19.77% | ||||||
| 2025 | 3.07% | -5.86% | -6.31% | -1.15% | 4.37% | 5.90% | 1.88% | 5.07% | 2.24% | 1.20% | 4.96% | -0.86% | 14.49% |
| 2024 | -0.78% | 6.04% | 4.28% | -5.98% | 5.75% | -1.59% | 8.64% | -0.10% | 1.07% | -2.05% | 8.97% | -8.81% | 14.62% |
| 2023 | 9.24% | -0.52% | -3.69% | -1.05% | -2.33% | 8.64% | 4.46% | -2.35% | -5.74% | -6.19% | 7.60% | 12.15% | 19.60% |
| 2022 | -9.20% | -0.13% | 0.54% | -8.76% | -0.10% | -8.91% | 11.27% | -1.76% | -9.15% | 10.46% | 3.95% | -5.21% | -18.17% |
| 2021 | 1.82% | 9.28% | 1.17% | 3.91% | -0.95% | 0.28% | -0.87% | 4.24% | -1.85% | 5.81% | -3.68% | 4.00% | 24.90% |
Benchmark Metrics
Fidelity Advisor Stock Selector Small Cap Fund Class Z has an annualized alpha of -0.82%, beta of 1.06, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since February 09, 2017.
- This fund participated in 105.99% of S&P 500 Index downside but only 102.44% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 1.06 and R2 of 0.78, 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
- -0.82%
- Beta
- 1.06
- R²
- 0.78
- Upside Capture
- 102.44%
- Downside Capture
- 105.99%
Expense Ratio
FSSZX has an expense ratio of 0.79%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FSSZX ranks 78 for risk / return — better than 78% 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 Stock Selector Small Cap Fund Class Z (FSSZX) 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.
| FSSZX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.37 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.25 | 2.78 | +1.46 |
| Martin ratioReturn relative to average drawdown | 16.39 | 12.44 | +3.95 |
Dividends
Dividend History
Fidelity Advisor Stock Selector Small Cap Fund Class Z provided a 0.70% dividend yield over the last twelve months, with an annual payout of $0.36 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.36 | $0.36 | $1.10 | $0.12 | $0.04 | $3.77 | $0.43 | $0.59 | $4.52 | $2.81 |
Dividend yield | 0.70% | 0.84% | 2.93% | 0.35% | 0.15% | 10.95% | 1.40% | 2.29% | 22.58% | 10.60% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Stock Selector Small Cap Fund Class Z. 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 | $0.36 | $0.36 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 | $1.10 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.77 | $3.77 |
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 Stock Selector Small Cap Fund Class Z. 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 Small Cap Fund Class Z was 38.43%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -38.43%Mar 2020 | 1mo 8d | 6mo 19d | 7mo 27dFeb 2020 - Oct 2020 |
Bear market2022 | -30.51%Jun 2022 | 7mo 10d | 1y 9mo | 2y 4moNov 2021 - Mar 2024 |
2025 selloff2025 | -27.39%Apr 2025 | 4mo 13d | 6mo 19d | 11mo 2dNov 2024 - Oct 2025 |
Rate-hike selloffLate 2018 | -26.15%Dec 2018 | 3mo 21d | 11mo | 1y 2moSep 2018 - Nov 2019 |
2026 correction2026 | -10.04%Mar 2026 | 21d | 24d | 1mo 15dFeb 2026 - Apr 2026 |
Drawdown Indicators
| FSSZX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.43% | -56.78% | +18.35% |
Max Drawdown (1Y)Largest decline over 1 year | -10.04% | -9.10% | -0.94% |
Max Drawdown (3Y)Largest decline over 3 years | -27.39% | -18.90% | -8.49% |
Max Drawdown (5Y)Largest decline over 5 years | -30.51% | -25.43% | -5.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -8.08% | -10.71% | +2.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.03% | +0.57% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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