- ISIN
- US3158052429
- 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
FZAHX Performance Chart
Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) is up 7.6% since the beginning of the year. FZAHX is currently trading at $256 per share. Investors who bought $1,000 worth of FZAHX shares 5 years ago would now be looking at an investment worth $1,634.
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Returns By Period
Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) has returned 7.56% so far this year and 18.30% over the past 12 months. Looking at the last ten years, FZAHX has achieved an annualized return of 21.16%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
Fidelity Advisor Growth Opportunities Fund Class Z
- 1D
- 3.39%
- 1M
- -5.30%
- 6M
- 8.59%
- YTD
- 7.56%
- 1Y
- 18.30%
- 3Y*
- 24.43%
- 5Y*
- 10.32%
- 10Y*
- 21.16%
- ALL TIME*
- 18.74%
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%
FZAHX Monthly Returns History
Based on dividend-adjusted daily data since Aug 20, 2013, FZAHX's average daily return is +0.08%, while the average monthly return is +1.60%. At this rate, an investment would double in approximately 3.6 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.95% | -3.14% | -5.62% | 17.43% | 9.21% | 0.81% | -8.12% | 7.56% | |||||
| 2025 | 3.79% | -4.73% | -9.82% | 0.70% | 11.25% | 8.79% | 4.99% | 0.86% | 4.82% | 2.88% | -2.06% | 0.85% | 22.61% |
| 2024 | 2.33% | 9.33% | 2.87% | -4.34% | 6.87% | 5.85% | -2.90% | 3.15% | 3.96% | 1.04% | 6.26% | -0.01% | 39.23% |
| 2023 | 10.96% | -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% |
| 2021 | 2.03% | 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 4.12%, beta of 1.20, and R2 of 0.82 versus S&P 500 Index. Calculated based on daily prices since August 20, 2013.
- This fund captured 135.59% of S&P 500 Index gains and 109.37% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 4.12% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 4.12%
- Beta
- 1.20
- R²
- 0.82
- Upside Capture
- 135.59%
- Downside Capture
- 109.37%
Expense Ratio
FZAHX has an expense ratio of 0.67%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FZAHX ranks 20 for risk / return — above 20% of mutual funds peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) 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.
| FZAHX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.25 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.05 | 2.00 | -0.95 |
| Martin ratioReturn relative to average drawdown | 3.61 | 8.49 | -4.88 |
Dividends
Dividend History
Fidelity Advisor Growth Opportunities Fund Class Z provided a 3.35% dividend yield over the last twelve months, with an annual payout of $8.59 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 3.35% | 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.
| 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 | $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 8.12%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-44.45%Jan 2023 | 1y 1mo | 1y 4mo | 2y 6moNov 2021 - May 2024 | — |
-33.66%Mar 2020 | 27d | 2mo 15d | 3mo 12dFeb 2020 - Jun 2020 | COVID crash2020 |
-26.58%Apr 2025 | 1mo 19d | 2mo 20d | 4mo 9dFeb 2025 - Jun 2025 | 2025 selloff2025 |
-21.03%Feb 2016 | 6mo 25d | 11mo 18d | 1y 6moJul 2015 - Jan 2017 | — |
-17.06%Dec 2018 | 2mo 27d | 1mo 12d | 4mo 9dSep 2018 - Feb 2019 | Rate-hike selloffLate 2018 |
Drawdown Indicators
| FZAHX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -56.78% | +12.33% |
Max Drawdown (1Y)Largest decline over 1 year | -16.06% | -9.10% | -6.96% |
Max Drawdown (3Y)Largest decline over 3 years | -26.58% | -18.90% | -7.68% |
Max Drawdown (5Y)Largest decline over 5 years | -44.45% | -25.43% | -19.02% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | -33.92% | -10.53% |
Current DrawdownCurrent decline from peak | -8.12% | -1.58% | -6.54% |
Average DrawdownAverage peak-to-trough decline | -8.16% | -10.70% | +2.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 2.14% | +2.52% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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