- ISIN
- US3160718694
- 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
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
FZANX Performance Chart
Fidelity Advisor New Insights Fund Class Z (FZANX) is up 14.2% since the beginning of the year. FZANX is currently trading at $56 per share. Investors who bought $1,000 worth of FZANX shares 5 years ago would now be looking at an investment worth $2,124.
Loading charts...
Returns By Period
Fidelity Advisor New Insights Fund Class Z (FZANX) has returned 14.20% so far this year and 32.12% over the past 12 months. Looking at the last ten years, FZANX has achieved an annualized return of 17.32%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Fidelity Advisor New Insights Fund Class Z
- 1D
- 1.10%
- 1M
- 5.51%
- YTD
- 14.20%
- 6M
- 13.94%
- 1Y
- 32.12%
- 3Y*
- 28.32%
- 5Y*
- 16.26%
- 10Y*
- 17.32%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FZANX Monthly Returns History
Based on dividend-adjusted daily data since Aug 20, 2013, FZANX's average daily return is +0.06%, while the average monthly return is +1.30%. At this rate, an investment would double in approximately 4.5 years.
Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +13.7%, while the worst month was Mar 2020 at -12.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.
On a daily basis, FZANX closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +9.7%, while the worst single day was Mar 16, 2020 at -11.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.99% | 0.04% | -5.96% | 10.47% | 3.49% | 4.11% | 14.20% | ||||||
| 2025 | 4.79% | -3.74% | -7.37% | 1.12% | 8.64% | 7.27% | 3.42% | 0.22% | 2.90% | 1.55% | -0.33% | 2.40% | 21.71% |
| 2024 | 4.13% | 8.71% | 3.07% | -4.11% | 6.66% | 4.74% | -1.46% | 3.08% | 2.25% | -0.32% | 4.89% | -0.21% | 35.44% |
| 2023 | 7.04% | -2.21% | 5.30% | 2.69% | 2.45% | 6.06% | 4.17% | -1.01% | -3.56% | -1.18% | 8.17% | 4.39% | 36.45% |
| 2022 | -7.34% | -4.42% | 2.60% | -11.34% | -0.24% | -8.79% | 8.87% | -4.12% | -8.18% | 5.24% | 5.44% | -5.52% | -26.34% |
| 2021 | -0.93% | 2.07% | 1.50% | 6.78% | 0.59% | 4.32% | 1.95% | 4.55% | -5.70% | 6.89% | -0.11% | 1.16% | 24.88% |
Benchmark Metrics
Fidelity Advisor New Insights Fund Class Z has an annualized alpha of 2.56%, beta of 1.02, and R2 of 0.92 versus S&P 500 Index. Calculated based on daily prices since August 20, 2013.
- This fund captured 106.56% of S&P 500 Index gains but only 93.02% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 2.56% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.02 and R2 of 0.92, 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
- 2.56%
- Beta
- 1.02
- R²
- 0.92
- Upside Capture
- 106.56%
- Downside Capture
- 93.02%
Expense Ratio
FZANX has an expense ratio of 0.56%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FZANX ranks 62 for risk / return — better than 62% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class Z (FZANX) 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.
| FZANX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.05 | 2.78 | +0.26 |
| Martin ratioReturn relative to average drawdown | 13.30 | 12.44 | +0.86 |
Dividends
Dividend History
Fidelity Advisor New Insights Fund Class Z provided a 7.66% dividend yield over the last twelve months, with an annual payout of $4.29 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.29 | $4.12 | $2.43 | $2.12 | $4.49 | $5.09 | $2.98 | $2.20 | $3.77 | $2.52 | $1.43 | $1.26 |
Dividend yield | 7.66% | 8.39% | 5.53% | 6.22% | 16.81% | 12.15% | 7.88% | 6.68% | 13.88% | 7.86% | 5.31% | 4.72% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor New Insights 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 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.12 | $4.12 |
| 2024 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.23 | $2.43 |
| 2023 | $0.00 | $0.40 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.73 | $2.12 |
| 2022 | $0.54 | $0.54 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.42 | $4.49 |
| 2021 | $0.00 | $0.91 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.18 | $5.09 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Advisor New Insights 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 New Insights Fund Class Z was 31.93%, occurring on Mar 23, 2020. Recovery took 75 trading sessions.
The current Fidelity Advisor New Insights Fund Class Z drawdown is 0.44%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -31.93%Mar 2020 | 1mo 2d | 3mo 18d | 4mo 20dFeb 2020 - Jul 2020 |
Bear market2022 | -31.78%Oct 2022 | 10mo 26d | 1y 3mo | 2y 1moNov 2021 - Jan 2024 |
Rate-hike selloffLate 2018 | -21.91%Dec 2018 | 3mo 26d | 4mo 3d | 7mo 29dAug 2018 - Apr 2019 |
2025 selloff2025 | -20.49%Apr 2025 | 2mo | 2mo 17d | 4mo 17dFeb 2025 - Jun 2025 |
2016 correction2016 | -16.62%Feb 2016 | 6mo 25d | 5mo 10d | 1yJul 2015 - Jul 2016 |
Drawdown Indicators
| FZANX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.93% | -56.78% | +24.85% |
Max Drawdown (1Y)Largest decline over 1 year | -10.38% | -9.10% | -1.28% |
Max Drawdown (3Y)Largest decline over 3 years | -20.49% | -18.90% | -1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -31.78% | -25.43% | -6.35% |
Max Drawdown (10Y)Largest decline over 10 years | -31.93% | -33.92% | +1.99% |
Current DrawdownCurrent decline from peak | -0.44% | -1.80% | +1.36% |
Average DrawdownAverage peak-to-trough decline | -5.35% | -10.71% | +5.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.03% | +0.34% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with FZANX
Add Fidelity Advisor New Insights Fund Class Z to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with FZANX