Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUGIX (Fidelity Advisor Utilities Cl) | NA | 18.85% | 17.35% | 13.20% | 12.81% | 11.87% | 10.37% | … | … |
Data as of 11/14/2025, Common starting date is 12/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUGIX (Fidelity Advisor Utilities Cl) | 12/19/1996 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.85 | 17.35 | 13.20 | 12.81 | 11.87 | 10.37 | … | … | 20.69 | 28.67 | -1.46 | 5.10 | 17.63 | -0.27 | 22.37 | 8.63 | 17.64 | 13.83 | -10.70 | 21.60 | 20.46 | 7.04 | 13.02 | 11.08 | 14.71 | -35.21 | 21.03 | 32.33 | 9.36 | 23.11 | 28.60 | -29.48 | -15.28 | -27.32 | 36.87 | 21.37 | 19.46 | 2.71 |
| Sharpe Ratio | NA | 1.00 | 0.85 | 0.65 | 0.60 | NA | NA | … | … | 1.33 | 1.56 | -0.30 | 0.17 | 1.17 | -0.01 | 1.94 | 0.52 | 1.87 | 0.88 | -0.64 | 1.63 | 1.71 | 0.71 | 0.70 | 0.71 | 0.65 | -0.95 | 1.00 | 2.92 | 0.63 | 1.93 | 1.63 | -1.13 | -0.86 | -1.00 | 1.83 | 0.80 | 0.92 | 10.51 |
| Standard Deviation(%) | NA | 15.88 | 16.34 | 17.14 | 19.21 | NA | NA | … | … | 15.89 | 16.08 | 16.92 | 21.32 | 15.05 | 39.74 | 10.76 | 13.93 | 9.13 | 15.45 | 16.75 | 13.22 | 11.92 | 9.93 | 18.52 | 15.59 | 22.31 | 38.15 | 17.92 | 9.94 | 11.34 | 11.48 | 17.10 | 27.06 | 20.99 | 31.56 | 18.27 | 22.33 | 17.15 | 15.04 |
| Draw Down(%) | NA | 11.99 | 16.47 | 20.47 | 37.99 | NA | NA | … | … | 9.49 | 9.46 | 16.06 | 18.61 | 8.40 | 37.99 | 4.40 | 8.70 | 5.84 | 12.07 | 18.37 | 8.65 | 11.13 | 8.06 | 14.84 | 9.22 | 24.30 | 45.10 | 12.79 | 5.66 | 9.47 | 6.57 | 15.60 | 44.66 | 28.53 | 41.24 | 12.71 | 26.60 | 9.89 | 1.39 |
| Yield(%) | 0.00 | 8.26 | 6.35 | 5.42 | 6.54 | 7.50 | 7.41 | … | … | 4.51 | 6.85 | 3.28 | 4.72 | 3.32 | 2.23 | 2.50 | 11.43 | 4.44 | 2.37 | 4.12 | 8.28 | 2.52 | 2.58 | 2.46 | 2.64 | 2.94 | 1.02 | 1.83 | 1.99 | 2.35 | 2.16 | 1.60 | 2.06 | 0.00 | 2.52 | 0.49 | 0.15 | 0.79 | 0.36 |
Data as of 11/14/2025, Common starting date is 12/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUGIX (Fidelity Advisor Utilities Cl) |
-28.28%
Mar 2000 – Mar 2003 |
-10.71%
Mar 1998 – Mar 2003 |
-2.63%
Mar 2000 – Mar 2010 |
2.72%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUGIX (Fidelity Advisor Utilities Cl) |
31.84%
Mar 1997 – Mar 2000 |
24.17%
Oct 2002 – Oct 2007 |
13.76%
Mar 2009 – Mar 2019 |
12.20%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart