Nasdaq - Delayed Quote USD

Fidelity Advisor Energy Z (FIKAX)

52.78 -0.35 (-0.66%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 16.82%
5y Average Return 13.27%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 26, 2024) 62.58%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 62.58%
Worst 3Y Total Return 4.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIKAX
Category
YTD
15.03%
43.81%
1-Month
11.14%
4.88%
3-Month
15.03%
13.10%
1-Year
21.28%
70.12%
3-Year
32.14%
-11.73%
5-Year
13.68%
-4.80%
10-Year
3.56%
-6.23%
Last Bull Market
77.31%
22.50%
Last Bear Market
-4.73%
-32.25%

Annual Total Return (%) History

Year
FIKAX
Category
2024
--
--
2023
1.43%
--
2022
62.58%
--
2021
55.19%
--
2020
-32.37%
-24.54%
2019
10.26%
7.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 15.03% -- -- --
2023 -3.80% -0.80% 15.66% -8.10%
2022 40.03% -4.73% 0.94% 20.73%
2021 27.58% 12.77% 1.39% 6.38%
2020 -52.22% 30.52% -16.86% 30.46%
2019 15.64% -2.58% -8.36% 6.80%

Rank in Category (By Total Return)

YTD 5
1-Month 23
3-Month 5
1-Year 39
3-Year 9
5-Year 18

Load Adjusted Returns

1-Year 21.28%
3-Year 32.14%
5-Year 13.68%
10-Year 3.56%

Performance & Risk

YTD Return 16.82%
5y Average Return 13.27%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.65
Morningstar Risk Rating

Fund Overview

Category Equity Energy
Fund Family Fidelity Investments
Net Assets 1.23B
YTD Return 15.03%
Yield 1.99%
Morningstar Rating
Inception Date Sep 03, 1996

Fund Summary

The fund normally invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in the energy field including the conventional areas of oil, gas, electricity and coal, and newer sources of energy such as nuclear, geothermal, oil shale, and solar power. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.

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