Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIKIX (FIDELITY ADVISOR UTILITIES FUND CLASS Z) | NA | 19.00% | 17.50% | 13.33% | NA | NA | NA | … | … |
Data as of 11/14/2025, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIKIX (FIDELITY ADVISOR UTILITIES FUND CLASS Z) | 10/05/2018 | 11/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.00 | 17.50 | 13.33 | NA | NA | NA | … | … | 20.82 | 28.82 | -1.32 | 5.23 | 17.78 | -0.12 | 22.55 | -5.28 |
| Sharpe Ratio | NA | 1.01 | 0.86 | 0.66 | NA | NA | NA | … | … | 1.34 | 1.57 | -0.30 | 0.18 | 1.18 | -0.01 | 1.95 | -1.27 |
| Standard Deviation(%) | NA | 15.88 | 16.34 | 17.14 | NA | NA | NA | … | … | 15.89 | 16.09 | 16.92 | 21.32 | 15.08 | 39.58 | 10.79 | 17.85 |
| Draw Down(%) | NA | 11.96 | 16.39 | 20.35 | NA | NA | NA | … | … | 9.46 | 9.46 | 15.96 | 18.59 | 8.38 | 37.97 | 4.39 | 9.58 |
| Yield(%) | 0.00 | 8.36 | 6.48 | 5.57 | 4.02 | 2.68 | 2.01 | … | … | 4.59 | 6.97 | 3.41 | 4.84 | 3.45 | 2.41 | 2.65 | 8.42 |
Data as of 11/14/2025, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIKIX (FIDELITY ADVISOR UTILITIES FUND CLASS Z) |
4.54%
Sep 2019 – Sep 2022 |
6.63%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIKIX (FIDELITY ADVISOR UTILITIES FUND CLASS Z) |
17.73%
Oct 2022 – Oct 2025 |
15.32%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
