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Fidelity Advisor Consumer Staples Z (FIJCX)

94.56 +2.10 (+2.27%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.27%
5y Average Return 9.25%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (May 31, 2024) 31.93%
Worst 1Y Total Return (May 31, 2024) --
Best 3Y Total Return 31.93%
Worst 3Y Total Return 5.61%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIJCX
Category
YTD
2.85%
8.78%
1-Month
-1.82%
-0.89%
3-Month
2.54%
3.45%
1-Year
1.34%
30.38%
3-Year
4.81%
12.49%
5-Year
8.04%
8.34%
10-Year
6.95%
11.05%
Last Bull Market
12.24%
16.47%
Last Bear Market
-3.85%
-5.81%

Annual Total Return (%) History

Year
FIJCX
Category
2024
--
--
2023
3.11%
--
2022
-0.33%
--
2021
14.63%
--
2020
11.71%
12.22%
2019
31.93%
21.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.76% -- -- --
2023 1.81% 1.21% -4.50% 4.77%
2022 -2.46% -3.85% -7.32% 14.67%
2021 3.38% 3.42% -2.49% 9.97%
2020 -16.56% 11.19% 10.38% 9.08%
2019 17.25% 3.11% 3.49% 5.46%

Rank in Category (By Total Return)

YTD 56
1-Month 42
3-Month 82
1-Year 42
3-Year 45
5-Year 52

Load Adjusted Returns

1-Year 1.34%
3-Year 4.81%
5-Year 8.04%
10-Year 6.95%

Performance & Risk

YTD Return 4.27%
5y Average Return 9.25%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.64
Morningstar Risk Rating

Fund Overview

Category Consumer Defensive
Fund Family Fidelity Investments
Net Assets 1.39B
YTD Return 2.85%
Yield 2.12%
Morningstar Rating
Inception Date Dec 12, 2006

Fund Summary

The fund invests at least 80% of assets in securities of companies principally engaged in the manufacture, sale, or distribution of consumer staples. It invests in domestic and foreign issuers. The fund 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. It invests primarily in common stocks. The fund is non-diversified.

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