FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX)

Basic Info 48.03 0.16(0.33%)
May 14

FIDELITY ADVISOR INDUSTRIALS FUND CLASS I started on 12/19/1996
FIDELITY ADVISOR INDUSTRIALS FUND CLASS I is classified as asset class Industrials
FIDELITY ADVISOR INDUSTRIALS FUND CLASS I expense ratio is 1.02%
FIDELITY ADVISOR INDUSTRIALS FUND CLASS I rating is
(75%)

FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX) Dividend Info

FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX) dividend growth in the last 12 months is 178.39%

The trailing 12-month yield of FIDELITY ADVISOR INDUSTRIALS FUND CLASS I is 9.07%. its dividend history:

DateDividend
12/15/2023 3.388
12/16/2022 1.217
12/17/2021 8.816
12/18/2020 0.244
12/30/2019 0.034
12/20/2019 2.884
12/07/2018 4.004
12/08/2017 1.383
12/09/2016 2.155
12/18/2015 0.353
09/11/2015 2.773
12/22/2014 0.624
09/05/2014 2.274
12/20/2013 0.427
09/06/2013 1.388
12/21/2012 0.172
09/07/2012 0.146
12/09/2011 0.115
09/09/2011 0.308
12/30/2010 0.003
12/10/2010 0.055
04/30/2010 0.043
12/11/2009 0.054
09/11/2009 0.057
12/12/2008 0.099
09/12/2008 0.094
12/14/2007 0.669
09/14/2007 1.857
12/08/2006 0.606
09/15/2006 1.329
12/09/2005 0.1
09/16/2005 1.009
12/03/2004 0.3
09/10/2004 0.65
12/13/2002 0.03
12/15/2000 0.04
09/08/2000 0.03
12/10/1999 0.03
12/20/1996 0.02

Dividend Growth History for FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $3.388 9.17% 178.39% -
2022 $1.217 2.90% -86.20% 178.39%
2021 $8.816 20.44% 3,513.11% -38.01%
2020 $0.244 0.60% -91.64% 140.35%
2019 $2.918 8.71% -27.12% 3.80%
2018 $4.004 9.05% 189.52% -3.29%
2017 $1.383 3.62% -35.82% 16.11%
2016 $2.155 6.32% -31.06% 6.68%
2015 $3.126 8.12% 7.87% 1.01%
2014 $2.898 7.50% 59.67% 1.75%
2013 $1.815 6.01% 470.75% 6.44%
2012 $0.318 1.25% -24.82% 24.00%
2011 $0.423 1.57% 318.81% 18.93%
2010 $0.101 0.49% -9.01% 31.03%
2009 $0.111 0.73% -42.49% 27.66%
2008 $0.193 0.80% -92.36% 21.05%
2007 $2.526 10.87% 30.54% 1.85%
2006 $1.935 8.74% 74.48% 3.35%
2005 $1.109 5.47% 16.74% 6.40%
2004 $0.95 5.45% - 6.92%
2002 $0.03 0.20% - 25.24%
2000 $0.07 0.50% 133.33% 18.37%
1999 $0.03 0.23% - 21.77%
1996 $0.02 0.18% - 20.94%

Dividend Growth Chart for FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX)


FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX) Historical Returns And Risk Info

From 12/21/2000 to 05/14/2024, the compound annualized total return (dividend reinvested) of FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX) is 10.627%. Its cumulative total return (dividend reinvested) is 956.747%.

From 12/21/2000 to 05/14/2024, the Maximum Drawdown of FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX) is 60.7%.

From 12/21/2000 to 05/14/2024, the Sharpe Ratio of FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX) is 0.4.

From 12/21/2000 to 05/14/2024, the Annualized Standard Deviation of FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX) is 21.4%.

From 12/21/2000 to 05/14/2024, the Beta of FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX) is 1.01.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
12/21/2000
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return(%) -0.0 14.2 39.5 10.7 11.6 9.8 14.3 11.4 10.6 23.0 -10.4 16.6 11.5 28.1 -15.6 19.9 15.8 -1.9 6.2 39.7 19.7 -4.8 31.2 40.1 -40.1 17.9 15.2 12.3 23.7 38.9 -18.7 3.8 4.3 11.1 4.7 10.8 -0.1
Sharpe Ratio NA 3.09 2.33 0.42 0.42 0.43 NA NA 0.4 1.07 -0.49 0.9 0.29 1.77 -0.91 1.99 1.0 -0.12 0.44 2.99 1.21 -0.17 1.31 1.13 -0.98 0.86 0.86 0.73 1.66 2.26 -0.78 0.07 0.01 0.52 0.07 0.5 -0.91
Draw Down(%) NA 6.2 14.9 26.3 42.7 42.7 NA NA 60.7 14.9 24.7 9.5 42.7 8.0 26.3 4.8 11.5 15.2 12.7 5.5 12.7 28.6 18.8 36.0 53.1 12.1 14.2 11.2 7.5 15.7 33.7 28.1 17.6 12.4 31.7 14.8 0.8
Standard Deviation(%) NA 14.5 15.6 19.7 24.4 20.3 NA NA 21.4 17.7 24.3 18.4 38.8 15.1 18.7 9.7 15.6 16.0 14.2 13.3 16.4 29.3 23.7 35.5 41.5 17.5 14.0 14.0 13.7 16.9 25.4 22.1 20.7 15.0 19.3 14.5 7.3
Treynor Ratio NA 0.4 0.33 0.08 0.1 0.09 NA NA 0.08 0.17 -0.12 0.15 0.12 0.28 -0.17 0.19 0.15 -0.02 0.06 0.4 0.19 -0.05 0.3 0.39 -0.41 0.15 0.12 0.09 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Alpha NA 0.04 0.02 0.01 0.0 0.0 NA NA 0.01 0.0 -0.01 -0.02 0.0 0.0 -0.01 0.0 -0.02 0.01 -0.01 -0.01 0.01 -0.01 0.01 0.05 0.0 0.01 0.0 0.01 NA NA NA NA NA NA NA NA NA
Beta NA 1.11 1.09 1.05 0.99 0.99 NA NA 1.01 1.09 1.02 1.09 0.95 0.95 0.99 0.99 1.01 0.99 0.97 0.99 1.04 1.02 1.05 1.03 0.99 1.03 1.04 1.08 NA NA NA NA NA NA NA NA NA
RSquare NA 0.9 0.91 0.93 0.95 0.95 NA NA 0.75 0.91 0.94 0.93 0.97 0.95 0.99 0.95 0.97 0.97 0.92 0.98 0.98 0.99 0.99 0.98 0.98 0.97 0.92 0.81 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Yield(%) N/A 0.0 9.1 9.3 8.3 7.6 14.8 11.6 N/A 9.2 2.9 20.4 0.6 8.7 9.0 3.6 6.3 8.1 7.5 6.0 1.3 1.6 0.5 0.7 0.8 10.9 8.8 5.5 5.5 0.0 0.2 0.0 0.5 0.2 0.0 0.0 0.2
Dividend Growth(%) N/A -100.0 178.4 87.3 22.2 218.0 N/A N/A N/A 177.9 -86.2 3575.0 -91.8 -27.2 189.9 -35.8 -31.1 8.0 58.8 468.8 -25.6 330.0 -9.1 -42.1 -92.5 30.4 74.8 16.8 N/A -100.0 N/A -100.0 133.3 N/A N/A -100.0 N/A

Return Calculator for FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX)

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FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX) Historical Return Chart

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FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 12/21/2000 to 05/14/2024, the worst annualized return of 3-year rolling returns for FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX) is -12.3%.
From 12/21/2000 to 05/14/2024, the worst annualized return of 5-year rolling returns for FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX) is -2.78%.
From 12/21/2000 to 05/14/2024, the worst annualized return of 10-year rolling returns for FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX) is 0.64%.
From 12/21/2000 to 05/14/2024, the worst annualized return of 20-year rolling returns for FIDELITY ADVISOR INDUSTRIALS FUND CLASS I (FCLIX) is 7.86%.

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