- ISIN
- US3158052676
- Issuer
- Fidelity
- Inception Date
- Aug 13, 2013
- Category
- Large Cap Growth Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FZAFX Performance Chart
Fidelity Advisor Equity Growth Fund Class Z (FZAFX) is up 6.3% since the beginning of the year. FZAFX is currently trading at $29 per share. Investors who bought $1,000 worth of FZAFX shares 5 years ago would now be looking at an investment worth $1,576.
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Returns By Period
Fidelity Advisor Equity Growth Fund Class Z (FZAFX) has returned 6.27% so far this year and 13.60% over the past 12 months. Looking at the last ten years, FZAFX has achieved an annualized return of 16.91%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
Fidelity Advisor Equity Growth Fund Class Z
- 1D
- 2.82%
- 1M
- -3.42%
- 6M
- 5.15%
- YTD
- 6.27%
- 1Y
- 13.60%
- 3Y*
- 15.34%
- 5Y*
- 9.52%
- 10Y*
- 16.91%
- ALL TIME*
- 15.63%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
FZAFX Monthly Returns History
Based on dividend-adjusted daily data since Aug 20, 2013, FZAFX's average daily return is +0.07%, while the average monthly return is +1.32%. At this rate, an investment would double in approximately 4.4 years.
Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +14.9%, while the worst month was Apr 2022 at -10.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.
On a daily basis, FZAFX closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +10.1%, while the worst single day was Mar 16, 2020 at -13.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.07% | -1.35% | -5.11% | 13.37% | 6.50% | -0.71% | -6.31% | 6.27% | |||||
| 2025 | 2.40% | -3.16% | -7.51% | 0.46% | 8.41% | 6.07% | 3.50% | -0.19% | 3.96% | 2.96% | -1.44% | -0.67% | 14.68% |
| 2024 | 4.03% | 8.60% | 2.38% | -4.43% | 5.67% | 5.36% | -1.66% | 3.04% | 2.15% | -0.70% | 4.52% | -10.64% | 18.15% |
| 2023 | 6.59% | -1.70% | 5.20% | 0.06% | 4.51% | 6.71% | 3.61% | -0.63% | -5.47% | -2.13% | 10.56% | 4.86% | 35.80% |
| 2022 | -8.38% | -2.56% | 4.47% | -10.91% | -1.50% | -6.40% | 9.64% | -3.98% | -9.28% | 4.57% | 5.35% | -6.15% | -24.36% |
| 2021 | 0.94% | 1.53% | 0.48% | 6.11% | -0.35% | 4.31% | 1.75% | 4.49% | -6.12% | 8.18% | -0.68% | 1.06% | 23.09% |
Benchmark Metrics
Fidelity Advisor Equity Growth Fund Class Z has an annualized alpha of 2.35%, beta of 1.08, and R2 of 0.87 versus S&P 500 Index. Calculated based on daily prices since August 20, 2013.
- This fund captured 113.79% of S&P 500 Index gains and 100.14% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 2.35% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.08 and R2 of 0.87, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.35%
- Beta
- 1.08
- R²
- 0.87
- Upside Capture
- 113.79%
- Downside Capture
- 100.14%
Expense Ratio
FZAFX has an expense ratio of 0.60%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FZAFX ranks 15 for risk / return — above 15% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class Z (FZAFX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FZAFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -1.06 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.25 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.88 | 2.00 | -1.12 |
| Martin ratioReturn relative to average drawdown | 2.86 | 8.49 | -5.63 |
Dividends
Dividend History
Fidelity Advisor Equity Growth Fund Class Z provided a 0.48% dividend yield over the last twelve months, with an annual payout of $0.14 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.14 | $0.14 | $0.00 | $0.10 | $0.29 | $2.28 | $1.96 | $1.33 | $0.72 | $1.40 | $0.58 |
Dividend yield | 0.48% | 0.51% | 0.00% | 0.48% | 1.93% | 11.39% | 10.84% | 9.53% | 6.38% | 11.66% | 5.87% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Equity 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.28 | $2.28 |
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 Equity 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 Equity Growth Fund Class Z was 31.13%, occurring on Mar 23, 2020. Recovery took 52 trading sessions.
The current Fidelity Advisor Equity Growth Fund Class Z drawdown is 8.01%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-31.13%Mar 2020 | 1mo 2d | 2mo 14d | 3mo 16dFeb 2020 - Jun 2020 | COVID crash2020 |
-29.73%Oct 2022 | 10mo 26d | 1y 2mo | 2y 1moNov 2021 - Dec 2023 | Bear market2022 |
-29.19%Apr 2025 | 4mo 4d | 5mo 17d | 9mo 21dDec 2024 - Sep 2025 | 2025 selloff2025 |
-21.64%Dec 2018 | 3mo 26d | 3mo 10d | 7mo 6dAug 2018 - Apr 2019 | Rate-hike selloffLate 2018 |
-18.64%Feb 2016 | 6mo 22d | 11mo 10d | 1y 5moJul 2015 - Jan 2017 | — |
Drawdown Indicators
| FZAFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.13% | -56.78% | +25.65% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -9.10% | -3.45% |
Max Drawdown (3Y)Largest decline over 3 years | -29.19% | -18.90% | -10.29% |
Max Drawdown (5Y)Largest decline over 5 years | -29.73% | -25.43% | -4.30% |
Max Drawdown (10Y)Largest decline over 10 years | -31.13% | -33.92% | +2.79% |
Current DrawdownCurrent decline from peak | -8.01% | -1.58% | -6.43% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -10.70% | +4.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 2.14% | +1.71% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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