Fidelity Advisor Dividend Growth Fund Class Z (FZADX)
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities. It invests primarily in common stocks. The fund invests primarily in companies that currently pay, or have a historical record of paying, dividends. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments.
Fund Info
US3158052759
Aug 13, 2013
$0
Large-Cap
Blend
Expense Ratio
FZADX has an expense ratio of 0.45%, placing it in the medium range.
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 Dividend Growth Fund Class Z (FZADX) returned 2.38% year-to-date (YTD) and 10.34% over the past 12 months. Over the past 10 years, FZADX returned 10.31% annually, underperforming the S&P 500 benchmark at 10.85%.
FZADX
2.38%
8.07%
0.32%
10.34%
13.88%
16.71%
10.31%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of FZADX, 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 | 3.72% | -3.46% | -5.34% | -0.18% | 8.22% | 2.38% | |||||||
| 2024 | 1.57% | 5.65% | 5.89% | -2.89% | 6.99% | 1.50% | 0.81% | 1.51% | 2.05% | -0.60% | 5.12% | -2.60% | 27.34% |
| 2023 | 4.25% | -4.13% | 1.90% | 1.89% | -1.89% | 5.84% | 3.44% | -1.31% | -3.58% | -2.12% | 7.82% | 5.24% | 17.79% |
| 2022 | -5.73% | -2.15% | 3.52% | -5.86% | 1.16% | -7.26% | 6.71% | -3.23% | -8.33% | 8.60% | 5.94% | -4.00% | -11.82% |
| 2021 | -0.44% | 4.74% | 4.31% | 5.04% | 1.97% | 0.85% | 1.12% | 1.39% | -3.82% | 7.01% | -2.04% | 5.54% | 28.17% |
| 2020 | -3.42% | -10.39% | -18.15% | 12.14% | 3.12% | 1.28% | 2.72% | 4.46% | -2.54% | -1.52% | 13.87% | 5.02% | 2.18% |
| 2019 | 8.54% | 2.44% | 0.49% | 4.55% | -7.78% | 7.43% | 0.94% | -5.51% | 3.62% | 4.56% | 4.93% | 2.55% | 28.69% |
| 2018 | 4.72% | -4.15% | -2.35% | -0.22% | 0.11% | 0.82% | 4.45% | 2.08% | -0.00% | -3.51% | 1.74% | -9.05% | -6.03% |
| 2017 | 0.94% | 4.07% | -0.16% | 1.16% | 0.68% | 0.52% | 1.34% | 0.20% | 2.39% | 1.59% | 4.06% | 1.72% | 20.07% |
| 2016 | -4.96% | -0.31% | 5.61% | -0.35% | 1.36% | -0.00% | 2.92% | 0.68% | -0.11% | -1.24% | 2.69% | 1.85% | 8.05% |
| 2015 | -2.97% | 5.88% | -1.49% | 0.98% | 1.18% | -2.12% | 1.90% | -5.95% | -3.67% | 7.92% | -0.16% | -1.34% | -0.70% |
| 2014 | -3.38% | 4.11% | 0.82% | -0.05% | 2.61% | 2.39% | -1.14% | 3.56% | -1.32% | 2.05% | 2.66% | 0.49% | 13.27% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FZADX is 37, 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 Dividend Growth Fund Class Z (FZADX) 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 Dividend Growth Fund Class Z provided a 8.32% dividend yield over the last twelve months, with an annual payout of $2.04 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.04 | $2.08 | $0.64 | $1.67 | $1.20 | $0.30 | $0.84 | $2.61 | $2.99 | $0.26 | $1.31 | $1.90 |
Dividend yield | 8.32% | 8.69% | 3.13% | 9.32% | 5.40% | 1.67% | 4.65% | 17.71% | 16.01% | 1.47% | 7.77% | 10.36% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Dividend Growth 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.05 | $0.00 | $1.92 | $2.08 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.49 | $0.64 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $1.47 | $1.67 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 | $1.20 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.84 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.61 | $2.61 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.99 | $2.99 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2015 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 | $1.31 |
| 2014 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.90 | $1.90 |
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 Dividend Growth 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 Dividend Growth Fund Class Z was 41.31%, occurring on Mar 23, 2020. Recovery took 197 trading sessions.
The current Fidelity Advisor Dividend Growth Fund Class Z drawdown is 4.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.31% | Jan 21, 2020 | 44 | Mar 23, 2020 | 197 | Dec 31, 2020 | 241 |
| -21.3% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -20.42% | Dec 30, 2021 | 190 | Sep 30, 2022 | 302 | Dec 13, 2023 | 492 |
| -17.87% | Sep 24, 2018 | 64 | Dec 24, 2018 | 77 | Apr 16, 2019 | 141 |
| -15.04% | May 22, 2015 | 183 | Feb 11, 2016 | 197 | Nov 21, 2016 | 380 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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