Fidelity Advisor Value Strategies Fund Class K (FVSKX)
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 advisor focuses investments in medium-sized companies, but also may invest substantially in larger or smaller companies. The fund invests in domestic and foreign issuers.
Fund Info
US3158052916
May 9, 2008
$0
Mid-Cap
Value
Expense Ratio
FVSKX features an expense ratio of 0.75%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Value Strategies Fund Class K, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Advisor Value Strategies Fund Class K had a return of 1.49% year-to-date (YTD) and 0.37% in the last 12 months. Over the past 10 years, Fidelity Advisor Value Strategies Fund Class K had an annualized return of 3.22%, while the S&P 500 had an annualized return of 11.29%, indicating that Fidelity Advisor Value Strategies Fund Class K did not perform as well as the benchmark.
FVSKX
1.49%
-0.73%
-4.26%
0.37%
8.31%
3.22%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of FVSKX, 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 | 2.20% | 1.49% | |||||||||||
| 2024 | -2.74% | 5.05% | 6.19% | -5.73% | 4.57% | -4.03% | 6.13% | 0.53% | 1.26% | -1.68% | 8.71% | -15.75% | -0.14% |
| 2023 | 10.49% | -3.20% | -5.30% | 0.65% | -3.33% | 9.15% | 6.78% | -2.08% | -4.09% | -5.14% | 8.44% | 6.77% | 18.47% |
| 2022 | -3.33% | 0.70% | 3.38% | -5.28% | 3.55% | -11.32% | 8.81% | -3.67% | -11.30% | 13.02% | 6.39% | -6.52% | -8.53% |
| 2021 | 1.15% | 8.15% | 6.87% | 5.16% | 3.11% | -1.97% | -0.72% | 2.65% | -3.81% | 5.68% | -3.92% | 1.44% | 25.46% |
| 2020 | -3.76% | -10.26% | -24.63% | 15.10% | 4.96% | 1.12% | 2.98% | 5.13% | -1.98% | 3.70% | 15.74% | 7.05% | 8.40% |
| 2019 | 12.28% | 3.45% | 1.31% | 4.64% | -6.93% | 6.50% | 1.19% | -4.21% | 3.92% | 1.51% | 5.14% | -0.78% | 30.18% |
| 2018 | 2.86% | -5.28% | -2.20% | 0.70% | 1.88% | 1.53% | 1.77% | 1.20% | -1.12% | -9.56% | 1.59% | -21.53% | -27.12% |
| 2017 | 2.78% | 3.63% | -0.27% | 1.04% | -0.46% | 2.43% | 2.61% | -0.86% | 1.98% | 0.86% | 2.75% | -4.84% | 11.94% |
| 2016 | -7.54% | -0.76% | 8.46% | 3.22% | 1.62% | -2.56% | 3.29% | 2.59% | -1.23% | -2.26% | 4.66% | -14.35% | -6.73% |
| 2015 | -2.18% | 7.25% | -0.40% | 0.55% | 2.07% | -1.43% | -0.24% | -6.27% | -4.78% | 7.51% | 0.21% | -3.83% | -2.47% |
| 2014 | -3.55% | 3.62% | 1.03% | 0.24% | 1.86% | 2.80% | -1.71% | 4.08% | -3.40% | 0.05% | 1.66% | 0.11% | 6.64% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FVSKX is 7, meaning it’s performing worse than 93% 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 Value Strategies Fund Class K (FVSKX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Advisor Value Strategies Fund Class K provided a 0.36% dividend yield over the last twelve months, with an annual payout of $0.20 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.20 | $0.20 | $0.42 | $0.42 | $0.54 | $0.40 | $0.58 | $0.44 | $0.67 | $0.72 | $0.57 | $0.48 |
Dividend yield | 0.36% | 0.37% | 0.76% | 0.89% | 1.04% | 0.97% | 1.50% | 1.44% | 1.59% | 1.90% | 1.38% | 1.12% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Value Strategies Fund Class K. 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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.42 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.42 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.54 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.44 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.67 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.72 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.57 |
| 2014 | $0.48 | $0.48 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Advisor Value Strategies Fund Class K. 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 Value Strategies Fund Class K was 64.70%, occurring on Mar 9, 2009. Recovery took 446 trading sessions.
The current Fidelity Advisor Value Strategies Fund Class K drawdown is 14.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.7% | Jun 6, 2008 | 189 | Mar 9, 2009 | 446 | Dec 13, 2010 | 635 |
| -53.48% | Dec 21, 2016 | 817 | Mar 23, 2020 | 204 | Jan 12, 2021 | 1021 |
| -29.72% | May 2, 2011 | 108 | Oct 3, 2011 | 234 | Sep 7, 2012 | 342 |
| -24.42% | Jun 24, 2015 | 161 | Feb 11, 2016 | 208 | Dec 7, 2016 | 369 |
| -23.39% | Dec 28, 2021 | 188 | Sep 26, 2022 | 306 | Dec 13, 2023 | 494 |
Volatility
Volatility Chart
The current Fidelity Advisor Value Strategies Fund Class K volatility is 3.70%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.