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Fidelity Advisor Value Strategies Fund Class C (FVCSX) Sortino Ratio: 3.37

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests in securities of companies that the advisor believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, or growth potential (stocks of these companies are often called "value" stocks). The fund focuses investments in medium-sized companies, but may also invest substantially in larger or smaller companies. It invests in domestic and foreign issuers.

FVCSX's Sortino Ratio of 3.37 indicates that for each unit of downside volatility, it generates 3.37 units of excess return. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 3, 2026).

Unlike other measures, Sortino only focuses on downside volatility (losses), making it particularly useful for investors more concerned about protecting against drawdowns than overall price swings.

FVCSX Sortino Ratio Rank

FVCSX Sortino Ratio Rank: 65.065
Above Average

FVCSX ranks above 65.0% of all investments in our database based on Sortino Ratio over the past 12 months, indicating above-average returns relative to downside risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with minimal downside volatility → Higher rank
  • Severe or frequent drawdowns → Lower rank
  • Upside volatility → No impact (Sortino doesn't penalize upside swings)

What you can do with this information

  • Above-average downside protection with room for improvement
  • Compare against category peers to gauge relative positioning
  • Monitor for movement toward top tier or decline toward median
  • Consider pairing with top-tier holdings to improve portfolio risk profile

FVCSX Sortino Ratio Market Positioning

The chart shows FVCSX's Sortino Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better downside-adjusted returns.

  • Red zone (bottom 25%): 2.07 or lower
  • Yellow zone (middle 50%): 2.07 to 3.61
  • Green zone (top 25%): 3.61 or higher
  • Top 1%: 9.19+
  • Median: 2.98 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Fidelity Advisor Value Strategies Fund Class C's Sortino Ratio with other mutual funds in the Mid Cap Value Equities category across multiple time periods, showing how FVCSX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 3, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
ARFFXAriel Focus Fund4.14
HAMVXHarbor Mid Cap Value Fund3.87
SMVTXVirtus Ceredex Mid-Cap Value Equity Fund3.87
FMUEXRBB Free Market U.S. Equity Fund3.63
MVEIXMonteagle Select Value Fund3.58
NQVRXNuveen Multi Cap Value Fund3.54
DFVEXDFA U.S. Vector Equity Fund3.52
FIUSXDelaware Opportunity Fund3.52
TGVOXTCW Relative Value Mid Cap Fund3.49
VVOIXInvesco Value Opportunities Fund Class Y3.48
FVCSXFidelity Advisor Value Strategies Fund Class C3.37

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows FVCSX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when FVCSX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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IHow does FVCSX fit in your portfolio?

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