Fidelity Advisor Strategic Dividend & Income Fund Class M (FTSDX)
The investment seeks reasonable income; it also considers the potential for capital appreciation. The fund normally invests at least 80% of assets in equity securities. It uses a neutral mix of approximately 50% common stocks, 15% REITs and other real estate related investments, 15% convertible securities, and 20% preferred stocks. The fund invests the fund's assets with a focus on equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in "value" stocks in the common stock category. It invests in domestic and foreign issuers.
Fund Info
US3161457052
Dec 23, 2003
Large-Cap
Blend
Expense Ratio
FTSDX has a high expense ratio of 1.22%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Fidelity Advisor Strategic Dividend & Income Fund Class M (FTSDX) returned 2.12% year-to-date (YTD) and 9.87% over the past 12 months. Over the past 10 years, FTSDX returned 7.37% annually, underperforming the S&P 500 benchmark at 10.84%.
FTSDX
2.12%
2.42%
-3.18%
9.87%
5.75%
9.21%
7.37%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of FTSDX, 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 | 2.52% | 1.11% | -2.26% | -1.53% | 2.35% | 2.12% | |||||||
| 2024 | 0.25% | 2.09% | 2.98% | -3.65% | 3.33% | 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% |
| 2020 | -0.46% | -6.16% | -11.38% | 9.17% | 3.19% | 0.56% | 4.97% | 3.27% | -2.78% | -1.98% | 9.82% | 4.00% | 10.66% |
| 2019 | 6.43% | 2.53% | 1.85% | 1.78% | -3.38% | 4.19% | 0.81% | 0.00% | 1.12% | 1.07% | 1.61% | 2.23% | 21.87% |
| 2018 | 2.05% | -4.33% | -0.95% | 0.26% | 1.64% | 1.28% | 2.33% | 1.76% | -0.58% | -3.46% | 2.09% | -6.59% | -4.88% |
| 2017 | 0.69% | 2.87% | -0.00% | 0.59% | 0.86% | 0.00% | 1.39% | 0.13% | 0.78% | 1.35% | 1.99% | 0.47% | 11.67% |
| 2016 | -2.65% | 0.08% | 5.92% | 0.82% | 1.79% | 2.25% | 2.67% | -0.54% | -0.00% | -1.81% | 1.04% | 2.18% | 12.08% |
| 2015 | -0.49% | 2.31% | -0.89% | 0.24% | 0.21% | -2.55% | 1.37% | -4.84% | -1.18% | 5.62% | -0.36% | -0.77% | -1.68% |
| 2014 | -1.44% | 3.58% | 1.34% | 1.84% | 1.72% | 1.89% | -1.21% | 2.70% | -2.37% | 2.57% | 1.91% | 0.04% | 13.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FTSDX is 57, 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 Strategic Dividend & Income Fund Class M (FTSDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Fidelity Advisor Strategic Dividend & Income Fund Class M provided a 4.73% dividend yield over the last twelve months, with an annual payout of $0.80 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.80 | $0.80 | $0.82 | $0.57 | $1.40 | $0.84 | $0.95 | $1.02 | $1.05 | $0.64 | $0.79 | $1.14 |
Dividend yield | 4.73% | 4.78% | 5.23% | 3.71% | 7.97% | 5.22% | 6.21% | 7.64% | 6.93% | 4.44% | 5.86% | 7.80% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.05 | |||||||
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.08 | $0.00 | $0.66 | $0.84 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.78 | $0.95 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.77 | $1.02 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.82 | $1.05 |
| 2016 | $0.01 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.43 | $0.64 |
| 2015 | $0.21 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.38 | $0.79 |
| 2014 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.81 | $1.14 |
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 59.12%, occurring on Mar 9, 2009. Recovery took 863 trading sessions.
The current Fidelity Advisor Strategic Dividend & Income Fund Class M drawdown is 3.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.12% | Oct 11, 2007 | 353 | Mar 9, 2009 | 863 | Aug 9, 2012 | 1216 |
| -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 | — | — | — |
| -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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