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Fidelity Advisor Energy M (FAGNX)
At close: 5:19 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.85% |
| 5y Average Return | 14.86% |
| Number of Years Up | 23 |
| Number of Years Down | 13 |
| Best 1Y Total Return (Oct 16, 2024) | 61.49% |
| Worst 1Y Total Return (Oct 16, 2024) | -- |
| Best 3Y Total Return | 61.49% |
| Worst 3Y Total Return | -18.14% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FAGNX
Category
- YTD
- 5.85%
- 43.81%
- 1-Month
- -3.67%
- 4.88%
- 3-Month
- -5.31%
- 13.10%
- 1-Year
- -2.89%
- 70.12%
- 3-Year
- 22.31%
- -11.73%
- 5-Year
- 13.69%
- -4.80%
- 10-Year
- 2.19%
- -6.23%
- Last Bull Market
- 11.47%
- 22.50%
- Last Bear Market
- -4.88%
- -32.25%
Annual Total Return (%) History
Year
FAGNX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 14.84% | -2.66% | -5.31% | -- |
| 2023 | -3.97% | -0.94% | 15.45% | -8.25% |
| 2022 | 39.79% | -4.88% | 0.78% | 20.51% |
| 2021 | 27.42% | 12.56% | 1.17% | 6.23% |
| 2020 | -52.31% | 30.27% | -16.99% | 30.12% |
| 2019 | 15.45% | -2.78% | -8.53% | 6.60% |
| 2018 | -4.68% | 11.87% | 0.35% | -30.19% |
| 2017 | -6.52% | -11.82% | 6.88% | 9.93% |
| 2016 | 2.99% | 12.37% | 7.96% | 6.11% |
| 2015 | 1.11% | -2.41% | -18.66% | -1.40% |
| 2014 | 2.41% | 12.53% | -9.95% | -16.11% |
| 2013 | 10.75% | -1.08% | 9.37% | 3.14% |
| 2012 | 6.56% | -11.04% | 12.42% | -2.19% |
| 2011 | 17.97% | -6.36% | -26.11% | 16.06% |
| 2010 | 0.35% | -15.76% | 12.82% | 24.34% |
| 2009 | -5.62% | 22.21% | 20.79% | 5.02% |
| 2008 | -6.41% | 23.68% | -38.18% | -35.99% |
| 2007 | 6.35% | 15.25% | 8.50% | 8.92% |
| 2006 | 13.62% | 3.93% | -10.13% | 9.41% |
| 2005 | 13.42% | 3.80% | 24.24% | -0.62% |
| 2004 | 4.35% | 3.95% | 8.95% | 4.45% |
| 2003 | -1.36% | 10.50% | 1.68% | 16.95% |
| 2002 | 7.98% | -7.39% | -17.43% | 7.14% |
| 2001 | -6.16% | 0.57% | -13.41% | 9.12% |
| 2000 | 10.23% | 2.73% | 5.28% | 5.46% |
| 1999 | 9.28% | 19.32% | 1.05% | 1.99% |
| 1998 | 5.10% | -5.63% | -11.54% | -4.60% |
| 1997 | -7.57% | 8.32% | 14.19% | -13.22% |
| 1996 | 9.62% | 7.11% | 3.07% | 7.84% |
| 1995 | 6.57% | 8.53% | 6.69% | 4.28% |
| 1994 | -3.54% | 1.16% | 7.86% | -7.16% |
| 1993 | 13.14% | 12.09% | 3.76% | 4.83% |
| 1992 | 5.89% | 3.01% | 3.50% | 0.39% |
| 1991 | 15.40% | -0.73% | 1.85% | -1.88% |
| 1990 | -0.08% | 3.08% | -1.05% | -7.07% |
| 1989 | 8.55% | 5.19% | 7.49% | 8.47% |
| 1988 | 9.42% | 6.59% | -3.52% | 3.18% |
Rank in Category (By Total Return)
| YTD | 42 |
| 1-Month | 58 |
| 3-Month | 67 |
| 1-Year | 67 |
| 3-Year | 15 |
| 5-Year | 37 |
Load Adjusted Returns
| 1-Year | -6.29% |
| 3-Year | 20.87% |
| 5-Year | 12.88% |
| 10-Year | 1.82% |
Performance & Risk
| YTD Return | 7.85% |
| 5y Average Return | 14.86% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.70 |
| Morningstar Risk Rating |
Fund Overview
| Category | Equity Energy |
| Fund Family | Fidelity Investments |
| Net Assets | 1.19B |
| YTD Return | 5.85% |
| Yield | 1.62% |
| 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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