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Fidelity Advisor Growth Opportunities Fund Class Z...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US3158052429

Issuer

Fidelity

Inception Date

Aug 13, 2013

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

FZAHX features an expense ratio of 0.67%, falling within the medium range.


Expense ratio chart for FZAHX: current value at 0.67% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.67%

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.


Popular comparisons:
FZAHX vs. FZAFX FZAHX vs. FXAIX FZAHX vs. SPY FZAHX vs. MSFT FZAHX vs. qqq FZAHX vs. VMVAX FZAHX vs. FZROX FZAHX vs. VOO FZAHX vs. VUG FZAHX vs. AAPL
Popular comparisons:
FZAHX vs. FZAFX FZAHX vs. FXAIX FZAHX vs. SPY FZAHX vs. MSFT FZAHX vs. qqq FZAHX vs. VMVAX FZAHX vs. FZROX FZAHX vs. VOO FZAHX vs. VUG FZAHX vs. AAPL

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.


200.00%220.00%240.00%260.00%280.00%300.00%JulyAugustSeptemberOctoberNovemberDecember
289.12%
255.38%
FZAHX (Fidelity Advisor Growth Opportunities Fund Class Z)
Benchmark (^GSPC)

Returns By Period

Fidelity Advisor Growth Opportunities Fund Class Z had a return of 39.95% year-to-date (YTD) and 40.87% in the last 12 months. Over the past 10 years, Fidelity Advisor Growth Opportunities Fund Class Z had an annualized return of 11.78%, outperforming the S&P 500 benchmark which had an annualized return of 11.01%.


FZAHX

YTD

39.95%

1M

2.56%

6M

10.98%

1Y

40.87%

5Y*

14.96%

10Y*

11.78%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of FZAHX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.33%9.33%2.87%-4.34%6.87%5.85%-2.90%3.15%3.96%1.04%6.26%39.95%
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%-9.59%2.23%
20202.82%-4.88%-12.60%19.01%9.64%9.03%8.33%12.13%-3.50%-2.23%14.45%0.90%60.93%
201911.96%5.24%2.76%4.20%-6.97%7.21%2.00%-1.44%-3.13%5.33%6.28%-1.03%35.77%
20187.67%-1.63%-2.55%1.57%5.45%6.57%1.49%6.92%0.70%-9.94%2.80%-13.54%3.04%
20174.41%5.07%2.04%2.94%3.21%1.26%3.01%1.89%0.31%4.04%1.11%-5.68%25.81%
2016-10.40%-1.52%6.92%0.29%2.19%-3.12%6.23%-0.33%1.14%-3.19%0.93%-10.40%-12.19%
2015-0.95%6.16%-2.23%0.46%2.67%-1.28%3.44%-6.92%-4.31%8.68%1.46%-10.23%-4.55%
20140.12%6.31%-4.24%-3.55%2.80%3.53%-2.90%5.61%-2.21%4.30%2.99%-0.48%12.15%
20130.23%6.11%1.25%2.23%3.02%13.41%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 83, FZAHX is among the top 17% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FZAHX is 8383
Overall Rank
The Sharpe Ratio Rank of FZAHX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of FZAHX is 8484
Sortino Ratio Rank
The Omega Ratio Rank of FZAHX is 8383
Omega Ratio Rank
The Calmar Ratio Rank of FZAHX is 7474
Calmar Ratio Rank
The Martin Ratio Rank of FZAHX is 8686
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 Growth Opportunities Fund Class Z (FZAHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FZAHX, currently valued at 2.05, compared to the broader market-1.000.001.002.003.004.002.051.90
The chart of Sortino ratio for FZAHX, currently valued at 2.70, compared to the broader market-2.000.002.004.006.008.0010.002.702.54
The chart of Omega ratio for FZAHX, currently valued at 1.36, compared to the broader market0.501.001.502.002.503.003.501.361.35
The chart of Calmar ratio for FZAHX, currently valued at 1.59, compared to the broader market0.005.0010.0015.001.592.81
The chart of Martin ratio for FZAHX, currently valued at 12.16, compared to the broader market0.0020.0040.0060.0012.1612.39
FZAHX
^GSPC

The current Fidelity Advisor Growth Opportunities Fund Class Z Sharpe ratio is 2.05. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Advisor Growth Opportunities Fund Class Z with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
2.05
1.90
FZAHX (Fidelity Advisor Growth Opportunities Fund Class Z)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Advisor Growth Opportunities Fund Class Z provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.01%0.02%0.03%0.04%0.05%0.06%0.07%$0.00$0.01$0.02$0.03$0.04$0.052017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.07%

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
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$0.00$0.00
2020$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
2019$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
2018$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
2017$0.05$0.05

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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.26%
-3.58%
FZAHX (Fidelity Advisor Growth Opportunities Fund Class Z)
Benchmark (^GSPC)

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 49.18%, occurring on Jan 5, 2023. Recovery took 441 trading sessions.

The current Fidelity Advisor Growth Opportunities Fund Class Z drawdown is 4.26%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-49.18%Nov 17, 2021285Jan 5, 2023441Oct 8, 2024726
-33.66%Feb 20, 202020Mar 18, 202051Jun 1, 202071
-29.28%Jul 21, 2015143Feb 11, 2016434Oct 31, 2017577
-22.57%Sep 28, 201866Jan 3, 201975Apr 23, 2019141
-13.78%Feb 16, 202115Mar 8, 202176Jun 24, 202191

Volatility

Volatility Chart

The current Fidelity Advisor Growth Opportunities Fund Class Z volatility is 5.84%, 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%JulyAugustSeptemberOctoberNovemberDecember
5.84%
3.64%
FZAHX (Fidelity Advisor Growth Opportunities Fund Class Z)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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