Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FUGAX (FIDELITY ADVISOR UTILITIES FUND CLASS A) | 3.56% | 16.92% | 13.32% | 12.73% | 10.18% | 11.11% | 9.33% | 8.12% |
Data as of 06/20/2025, AR inception is 12/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUGAX (FIDELITY ADVISOR UTILITIES FUND CLASS A) | 12/19/1996 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 (%) | -0.38 | 16.92 | 13.32 | 12.73 | 10.18 | 11.11 | 9.33 | 8.12 | 3.56 | 28.34 | -1.73 | 4.84 | 17.29 | -0.52 | 22.02 | 8.34 | 17.31 | 13.53 | -10.97 | 21.23 | 20.07 | 6.72 | 12.70 | 10.95 | 14.41 | -35.41 | 20.63 | 31.83 | 8.87 | 22.60 | 27.94 | -29.83 | -15.63 | -27.62 | 43.44 | 21.04 | 19.29 | 2.62 |
| Sharpe Ratio | NA | 0.79 | 0.59 | 0.63 | 0.45 | NA | NA | 0.33 | 0.25 | 1.53 | -0.32 | 0.16 | 1.15 | -0.02 | 1.90 | 0.50 | 1.83 | 0.86 | -0.66 | 1.61 | 1.68 | 0.68 | 0.68 | 0.70 | 0.64 | -0.95 | 0.98 | 2.85 | 0.58 | 1.89 | 1.59 | -1.14 | -0.87 | -1.01 | 2.20 | 0.79 | 0.90 | 9.75 |
| Standard Deviation(%) | NA | 17.32 | 18.12 | 17.59 | 19.40 | NA | NA | 19.76 | 18.75 | 16.12 | 16.92 | 21.32 | 15.06 | 39.75 | 10.79 | 13.92 | 9.15 | 15.45 | 16.74 | 13.19 | 11.90 | 9.91 | 18.51 | 15.58 | 22.31 | 38.16 | 17.87 | 10.00 | 11.36 | 11.43 | 17.09 | 27.15 | 20.99 | 31.57 | 18.21 | 22.37 | 17.18 | 15.36 |
| Draw Down(%) | NA | 12.07 | 20.69 | 20.69 | 38.00 | NA | NA | 70.77 | 9.54 | 9.46 | 16.23 | 18.64 | 8.39 | 38.00 | 4.41 | 8.65 | 5.87 | 12.16 | 18.58 | 8.71 | 11.15 | 8.09 | 14.88 | 9.24 | 24.32 | 45.21 | 12.83 | 5.77 | 9.48 | 6.62 | 15.70 | 44.89 | 28.77 | 41.43 | 10.20 | 26.67 | 9.96 | 1.47 |
| Yield(%) | 0.00 | 5.96 | 5.10 | 4.81 | 5.32 | 7.07 | 6.48 | 6.74 | 0.42 | 6.61 | 3.12 | 4.56 | 3.10 | 2.04 | 2.24 | 11.32 | 4.19 | 2.13 | 3.93 | 8.07 | 2.28 | 2.24 | 2.18 | 2.50 | 2.70 | 1.14 | 1.64 | 1.54 | 1.94 | 1.83 | 1.07 | 1.41 | 0.00 | 2.43 | 6.40 | 0.00 | 0.44 | 0.27 |
Data as of 06/20/2025, AR inception is 12/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUGAX (FIDELITY ADVISOR UTILITIES FUND CLASS A) |
-28.60%
Mar 2000 - Mar 2003 |
-10.20%
Mar 2000 - Mar 2005 |
-3.00%
Mar 2000 - Mar 2010 |
2.37%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUGAX (FIDELITY ADVISOR UTILITIES FUND CLASS A) |
33.68%
Mar 1997 - Mar 2000 |
23.65%
Oct 2002 - Oct 2007 |
13.45%
Mar 2009 - Mar 2019 |
11.90%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart