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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Strategic Dividend & Income Fund Class M, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Fidelity Advisor Strategic Dividend & Income Fund Class M (FTSDX) has returned 3.16% so far this year and 14.47% over the past 12 months. Over the last ten years, FTSDX has returned 8.65% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Fidelity Advisor Strategic Dividend & Income Fund Class M
- 1D
- -0.33%
- 1M
- -5.72%
- YTD
- 3.16%
- 6M
- 5.35%
- 1Y
- 14.47%
- 3Y*
- 11.13%
- 5Y*
- 7.16%
- 10Y*
- 8.65%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Dec 24, 2003, FTSDX's average daily return is +0.03%, while the average monthly return is +0.67%. At this rate, your investment would double in approximately 8.7 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2009 with a return of +14.5%, while the worst month was Oct 2008 at -19.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, FTSDX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +7.8%, while the worst single day was Mar 16, 2020 at -9.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.85% | 5.36% | -5.72% | 3.16% | |||||||||
| 2025 | 2.52% | 1.11% | -2.26% | -1.53% | 2.53% | 2.24% | 1.21% | 2.17% | 1.79% | 0.71% | 1.32% | 0.09% | 12.43% |
| 2024 | 0.25% | 2.09% | 2.98% | -3.65% | 3.32% | 0.18% | 3.21% | 3.07% | 2.12% | -1.68% | 4.36% | -5.35% | 10.90% |
| 2023 | 4.80% | -2.45% | -0.13% | 0.82% | -2.75% | 4.08% | 1.99% | -1.68% | -3.49% | -2.74% | 6.39% | 4.43% | 8.95% |
| 2022 | -3.41% | -1.47% | 2.44% | -4.31% | -0.61% | -5.58% | 5.17% | -2.98% | -7.16% | 5.88% | 5.36% | -3.17% | -10.41% |
| 2021 | -0.25% | 2.12% | 3.30% | 3.57% | 1.09% | 0.85% | 1.58% | 1.55% | -3.39% | 4.12% | -2.72% | 5.60% | 18.43% |
Benchmark Metrics
Fidelity Advisor Strategic Dividend & Income Fund Class M has an annualized alpha of 0.99%, beta of 0.77, and R² of 0.88 versus S&P 500 Index. Calculated based on daily prices since December 26, 2003.
- This fund participated in 82.68% of S&P 500 Index downside but only 80.59% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- 0.99%
- Beta
- 0.77
- R²
- 0.88
- Upside Capture
- 80.59%
- Downside Capture
- 82.68%
Expense Ratio
FTSDX has a high expense ratio of 1.22%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
FTSDX ranks 71 for risk / return — better than 71% 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 Strategic Dividend & Income Fund Class M (FTSDX) and compare them to a chosen benchmark (S&P 500 Index).
| FTSDX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.90 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.39 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.21 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.40 | +0.10 |
Martin ratioReturn relative to average drawdown | 7.34 | 6.61 | +0.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore FTSDX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Fidelity Advisor Strategic Dividend & Income Fund Class M provided a 7.25% dividend yield over the last twelve months, with an annual payout of $1.30 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.30 | $1.30 | $0.80 | $0.82 | $0.57 | $1.40 | $0.84 | $0.95 | $1.02 | $0.94 | $0.64 | $0.79 |
Dividend yield | 7.25% | 7.48% | 4.78% | 5.23% | 3.71% | 7.97% | 5.22% | 6.21% | 7.64% | 6.22% | 4.44% | 5.86% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Strategic Dividend & Income Fund Class M. 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 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $1.05 | $1.30 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.08 | $0.00 | $0.57 | $0.80 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.61 | $0.82 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.38 | $0.57 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $1.24 | $1.40 |
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 Strategic Dividend & Income Fund Class M. 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 Strategic Dividend & Income Fund Class M was 59.20%, occurring on Mar 9, 2009. Recovery took 869 trading sessions.
The current Fidelity Advisor Strategic Dividend & Income Fund Class M drawdown is 5.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.2% | Oct 11, 2007 | 354 | Mar 9, 2009 | 869 | Aug 16, 2012 | 1223 |
| -30.03% | Feb 18, 2020 | 25 | Mar 23, 2020 | 114 | Sep 2, 2020 | 139 |
| -17.45% | Jan 5, 2022 | 194 | Oct 12, 2022 | 347 | Mar 1, 2024 | 541 |
| -12.69% | Dec 2, 2024 | 87 | Apr 8, 2025 | 59 | Jul 3, 2025 | 146 |
| -12.56% | Sep 24, 2018 | 64 | Dec 24, 2018 | 52 | Mar 12, 2019 | 116 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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