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Fidelity Advisor Dividend Growth Fund Class Z (FZA...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3158052759

Issuer

Fidelity

Inception Date

Aug 13, 2013

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

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

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Dividend Growth Fund Class Z, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%150.00%200.00%250.00%December2025FebruaryMarchAprilMay
90.38%
242.54%
FZADX (Fidelity Advisor Dividend Growth Fund Class Z)
Benchmark (^GSPC)

Returns By Period

Fidelity Advisor Dividend Growth Fund Class Z (FZADX) returned -2.51% year-to-date (YTD) and 0.22% over the past 12 months. Over the past 10 years, FZADX returned 3.75% annually, underperforming the S&P 500 benchmark at 10.45%.


FZADX

YTD

-2.51%

1M

5.85%

6M

-11.82%

1Y

0.22%

5Y*

11.97%

10Y*

3.75%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.72%-3.46%-5.34%-0.18%3.05%-2.51%
20241.57%5.65%5.89%-2.89%6.99%1.50%0.81%1.51%2.05%-0.60%5.12%-9.41%18.44%
20234.25%-4.13%1.90%1.89%-1.89%5.84%3.44%-1.31%-3.58%-2.12%7.82%3.38%15.71%
2022-5.73%-2.15%3.52%-5.86%1.16%-7.26%6.71%-3.23%-8.33%8.60%5.94%-10.53%-17.82%
2021-0.44%4.74%4.31%5.04%1.97%0.85%1.12%1.38%-3.82%7.01%-2.04%1.03%22.69%
2020-3.42%-10.39%-18.15%12.14%3.12%1.28%2.72%4.46%-2.54%-1.53%13.87%5.02%2.18%
20198.54%2.44%0.49%4.55%-7.78%7.43%0.94%-5.51%3.62%4.56%4.93%-0.39%25.01%
20184.72%-4.15%-2.35%-0.22%0.11%0.82%4.45%2.08%0.00%-3.51%1.74%-21.86%-19.27%
20170.94%4.07%-0.16%1.16%0.68%0.52%1.34%0.20%2.39%1.59%4.06%-10.88%5.20%
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%-6.52%-5.91%
2014-3.38%4.11%0.82%-0.05%2.61%2.39%-1.14%3.56%-1.32%2.05%2.66%0.73%13.55%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FZADX is 26, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FZADX is 2626
Overall Rank
The Sharpe Ratio Rank of FZADX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of FZADX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of FZADX is 2727
Omega Ratio Rank
The Calmar Ratio Rank of FZADX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of FZADX is 2525
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Fidelity Advisor Dividend Growth Fund Class Z Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 0.01
  • 5-Year: 0.63
  • 10-Year: 0.18
  • All Time: 0.29

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Fidelity Advisor Dividend Growth Fund Class Z compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.01
0.44
FZADX (Fidelity Advisor Dividend Growth Fund Class Z)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Advisor Dividend Growth Fund Class Z provided a 0.85% dividend yield over the last twelve months, with an annual payout of $0.20 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.50$2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.20$0.24$0.27$0.36$0.21$0.30$0.31$0.34$0.34$0.26$0.37$1.95

Dividend yield

0.85%1.01%1.34%2.01%0.93%1.67%1.70%2.33%1.82%1.47%2.20%10.63%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.08$0.24
2023$0.00$0.00$0.00$0.04$0.00$0.00$0.06$0.00$0.00$0.05$0.00$0.12$0.27
2022$0.00$0.00$0.00$0.04$0.00$0.00$0.07$0.00$0.00$0.09$0.00$0.16$0.36
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.21
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$0.31$0.31
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.34$0.34
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.34$0.34
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$0.26$0.37
2014$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.95$1.95

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-12.64%
-7.88%
FZADX (Fidelity Advisor Dividend Growth Fund Class Z)
Benchmark (^GSPC)

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 47.36%, occurring on Mar 23, 2020. Recovery took 260 trading sessions.

The current Fidelity Advisor Dividend Growth Fund Class Z drawdown is 12.64%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.36%Dec 26, 2017563Mar 23, 2020260Apr 5, 2021823
-24.47%Dec 5, 202484Apr 8, 2025
-23.66%Dec 28, 2021192Sep 30, 2022359Mar 7, 2024551
-19.5%May 22, 2015183Feb 11, 2016253Feb 13, 2017436
-12.57%Dec 8, 20145Dec 12, 20144Dec 18, 20149

Volatility

Volatility Chart

The current Fidelity Advisor Dividend Growth Fund Class Z volatility is 6.92%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
6.92%
6.82%
FZADX (Fidelity Advisor Dividend Growth Fund Class Z)
Benchmark (^GSPC)