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Fidelity Advisor Growth Opportunities Fund Class Z...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US3158052429
Issuer
Fidelity
Inception Date
Aug 13, 2013
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

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Advisor Growth Opportunities 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.


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S&P 500 Index

Returns By Period

Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) has returned -13.57% so far this year and 18.83% over the past 12 months. Looking at the last ten years, FZAHX has achieved an annualized return of 19.08%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Fidelity Advisor Growth Opportunities Fund Class Z

1D
-1.17%
1M
-9.92%
YTD
-13.57%
6M
-12.17%
1Y
18.83%
3Y*
23.35%
5Y*
7.74%
10Y*
19.08%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Aug 20, 2013, FZAHX's average daily return is +0.07%, while the average monthly return is +1.48%. At this rate, your investment would double in approximately 3.9 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +19.0%, while the worst month was Apr 2022 at -15.9%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FZAHX closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +11.8%, while the worst single day was Mar 16, 2020 at -12.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.95%-3.14%-9.92%-13.57%
20253.79%-4.73%-9.82%0.70%11.25%8.79%4.99%0.86%4.82%2.88%-2.06%0.85%22.61%
20242.33%9.33%2.87%-4.34%6.87%5.85%-2.90%3.15%3.96%1.04%6.26%-0.01%39.23%
202310.96%-1.67%4.97%-0.88%8.15%5.96%6.74%-3.91%-5.24%-3.54%12.35%6.33%45.70%
2022-13.55%-1.86%2.34%-15.85%-1.80%-11.21%10.94%-1.69%-10.64%4.70%4.18%-8.71%-38.18%
20212.03%2.47%-2.18%5.84%-2.31%7.06%-0.08%4.01%-5.09%5.94%-4.40%-1.18%11.74%

Benchmark Metrics

Fidelity Advisor Growth Opportunities Fund Class Z has an annualized alpha of 4.08%, beta of 1.19, and R² of 0.82 versus S&P 500 Index. Calculated based on daily prices since August 21, 2013.

  • This fund captured 132.97% of S&P 500 Index gains and 107.40% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • This fund generated an annualized alpha of 4.08% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Alpha
4.08%
Beta
1.19
0.82
Upside Capture
132.97%
Downside Capture
107.40%

Expense Ratio

FZAHX has an expense ratio of 0.67%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FZAHX ranks 34 for risk / return — below 34% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


FZAHX Risk / Return Rank: 3434
Overall Rank
FZAHX Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
FZAHX Sortino Ratio Rank: 3535
Sortino Ratio Rank
FZAHX Omega Ratio Rank: 3434
Omega Ratio Rank
FZAHX Calmar Ratio Rank: 3434
Calmar Ratio Rank
FZAHX Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and compare them to a chosen benchmark (S&P 500 Index).


FZAHXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.77

0.90

-0.12

Sortino ratio

Return per unit of downside risk

1.22

1.39

-0.17

Omega ratio

Gain probability vs. loss probability

1.17

1.21

-0.04

Calmar ratio

Return relative to maximum drawdown

0.96

1.40

-0.44

Martin ratio

Return relative to average drawdown

3.53

6.61

-3.08

Explore FZAHX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Fidelity Advisor Growth Opportunities Fund Class Z provided a 4.17% dividend yield over the last twelve months, with an annual payout of $8.59 per share.


0.00%5.00%10.00%15.00%$0.00$5.00$10.00$15.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$8.59$8.59$0.00$0.00$0.00$15.15$8.07$3.64$7.90$5.22$7.99$6.64

Dividend yield

4.17%3.61%0.00%0.00%0.00%9.45%5.15%3.74%11.00%7.50%14.42%10.52%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Growth Opportunities Fund Class Z. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$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$8.59$8.59
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$0.00$0.00
2022$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
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$15.15$15.15

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 Growth Opportunities 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 Growth Opportunities Fund Class Z was 44.45%, occurring on Jan 5, 2023. Recovery took 349 trading sessions.

The current Fidelity Advisor Growth Opportunities Fund Class Z drawdown is 16.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.45%Nov 17, 2021285Jan 5, 2023349May 28, 2024634
-33.66%Feb 20, 202020Mar 18, 202051Jun 1, 202071
-26.58%Feb 18, 202536Apr 8, 202555Jun 27, 202591
-21.03%Jul 21, 2015143Feb 11, 2016239Jan 24, 2017382
-17.06%Sep 28, 201860Dec 24, 201827Feb 4, 201987

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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