PortfoliosLab logoPortfoliosLab logo
ISIN
US3160667602
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


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

FZAPX Performance Chart

Fidelity Advisor Stock Selector All Cap Fund Class Z (FZAPX) is up 15.6% since the beginning of the year. FZAPX is currently trading at $103 per share. Investors who bought $1,000 worth of FZAPX shares 5 years ago would now be looking at an investment worth $1,864.


Loading charts...

S&P 500 Index

Returns By Period

Fidelity Advisor Stock Selector All Cap Fund Class Z (FZAPX) has returned 15.59% so far this year and 35.90% over the past 12 months. Looking at the last ten years, FZAPX has achieved an annualized return of 15.56%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


Fidelity Advisor Stock Selector All Cap Fund Class Z

1D
1.44%
1M
1.85%
YTD
15.59%
6M
15.38%
1Y
35.90%
3Y*
21.89%
5Y*
13.26%
10Y*
15.56%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FZAPX Monthly Returns History

Based on dividend-adjusted daily data since Aug 20, 2013, FZAPX's average daily return is +0.06%, while the average monthly return is +1.18%. At this rate, an investment would double in approximately 4.9 years.

Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +14.1%, while the worst month was Mar 2020 at -13.7%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FZAPX 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 -12.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.69%-0.31%-5.03%12.51%5.21%0.44%15.59%
20252.52%-2.38%-6.36%-0.80%6.78%5.86%2.90%1.82%3.82%3.13%0.57%0.36%18.98%
20240.92%4.99%2.89%-4.21%3.44%2.63%1.22%1.92%2.23%-0.72%7.19%-3.64%19.88%
20237.82%-2.35%2.82%1.27%0.20%6.18%3.57%-1.87%-4.64%-2.96%9.77%5.52%27.05%
2022-5.78%-2.24%2.38%-8.69%-1.15%-8.29%9.56%-3.09%-8.99%7.57%5.14%-5.63%-19.49%
2021-0.58%3.41%3.35%5.69%0.16%2.05%1.44%2.98%-4.35%6.18%-2.71%4.03%23.25%

Benchmark Metrics

Fidelity Advisor Stock Selector All Cap Fund Class Z has an annualized alpha of 1.15%, beta of 1.02, and R2 of 0.97 versus S&P 500 Index. Calculated based on daily prices since August 20, 2013.

  • This fund captured 105.63% of S&P 500 Index gains but only 99.74% of its losses - a favorable profile for investors.
  • With beta of 1.02 and R2 of 0.97, 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
1.15%
Beta
1.02
0.97
Upside Capture
105.63%
Downside Capture
99.74%

Expense Ratio

FZAPX has an expense ratio of 0.58%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FZAPX ranks 85 for risk / return — in the top 85% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


FZAPX Risk / Return Rank: 8585
Overall Rank
FZAPX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
FZAPX Sortino Ratio Rank: 7979
Sortino Ratio Rank
FZAPX Omega Ratio Rank: 8080
Omega Ratio Rank
FZAPX Calmar Ratio Rank: 8686
Calmar Ratio Rank
FZAPX Martin Ratio Rank: 9393
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 Stock Selector All Cap Fund Class Z (FZAPX) 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.


FZAPXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.58

Sortino ratioReturn per unit of downside risk

+0.70

Omega ratioGain probability vs. loss probability

1.47

1.37

+0.11

Calmar ratioReturn relative to maximum drawdown

3.91

2.78

+1.13

Martin ratioReturn relative to average drawdown

18.41

12.44

+5.97

Dividends

Dividend History

Fidelity Advisor Stock Selector All Cap Fund Class Z provided a 4.23% dividend yield over the last twelve months, with an annual payout of $4.35 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$4.35$4.35$3.86$1.46$0.21$1.01$3.02$2.95$1.76$1.35$0.41$1.75

Dividend yield

4.23%4.88%4.91%2.12%0.39%1.47%5.33%6.18%4.59%3.07%1.13%5.24%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Advisor Stock Selector All Cap 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$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$4.35$4.35
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.86$3.86
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.46$1.46
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.21
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.01$1.01

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 Stock Selector All Cap 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 Stock Selector All Cap Fund Class Z was 34.37%, occurring on Mar 23, 2020. Recovery took 92 trading sessions.

The current Fidelity Advisor Stock Selector All Cap Fund Class Z drawdown is 0.24%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-34.37%Mar 2020
1mo 2d4mo 13d
5mo 15dFeb 2020 - Aug 2020
Bear market2022
-25.20%Sep 2022
10mo 25d1y 2mo
2y 1moNov 2021 - Dec 2023
Rate-hike selloffLate 2018
-22.99%Dec 2018
3mo 26d6mo 20d
10mo 16dAug 2018 - Jul 2019
2025 selloff2025
-20.84%Apr 2025
4mo 4d2mo 25d
6mo 29dDec 2024 - Jul 2025
2016 correction2016
-18.98%Feb 2016
7mo 22d6mo
1y 1moJun 2015 - Aug 2016

Drawdown Indicators


FZAPXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-34.37%

-56.78%

+22.41%

Max Drawdown (1Y)

Largest decline over 1 year

-9.20%

-9.10%

-0.10%

Max Drawdown (3Y)

Largest decline over 3 years

-20.84%

-18.90%

-1.94%

Max Drawdown (5Y)

Largest decline over 5 years

-25.20%

-25.43%

+0.23%

Max Drawdown (10Y)

Largest decline over 10 years

-34.37%

-33.92%

-0.45%

Current Drawdown

Current decline from peak

-0.24%

-1.80%

+1.56%

Average Drawdown

Average peak-to-trough decline

-4.55%

-10.71%

+6.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.95%

2.03%

-0.08%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with FZAPX

Add Fidelity Advisor Stock Selector All Cap 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 FZAPX