Nasdaq - Delayed Quote • USD
Fidelity Advisor Utilities A (FUGAX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 31.56% |
| 5y Average Return | 9.76% |
| Number of Years Up | 20 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Sep 27, 2024) | 22.02% |
| Worst 1Y Total Return (Sep 27, 2024) | -- |
| Best 3Y Total Return | 22.02% |
| Worst 3Y Total Return | 5.84% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FUGAX
Category
- YTD
- 22.37%
- 4.24%
- 1-Month
- 4.20%
- -1.35%
- 3-Month
- 2.08%
- 0.70%
- 1-Year
- 27.28%
- 18.66%
- 3-Year
- 10.91%
- 9.19%
- 5-Year
- 9.16%
- 7.16%
- 10-Year
- 9.05%
- 9.33%
- Last Bull Market
- 15.13%
- 12.93%
- Last Bear Market
- -6.59%
- -5.79%
Annual Total Return (%) History
Year
FUGAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.33% | 4.83% | -- | -- |
| 2023 | -3.22% | 0.05% | -7.81% | 10.11% |
| 2022 | 5.96% | -6.59% | -2.79% | 9.03% |
| 2021 | 2.51% | -0.35% | 0.71% | 14.06% |
| 2020 | -18.27% | 4.94% | 2.99% | 12.63% |
| 2019 | 9.50% | 2.84% | 7.81% | 0.51% |
| 2018 | 1.41% | 6.52% | 2.45% | -2.11% |
| 2017 | 8.00% | 3.03% | 4.84% | 0.56% |
| 2016 | 12.55% | 7.53% | -5.46% | -0.78% |
| 2015 | -2.88% | -6.38% | -2.22% | 0.14% |
| 2014 | 10.27% | 8.67% | -4.46% | 5.89% |
| 2013 | 14.14% | -3.10% | 3.28% | 5.11% |
| 2012 | -0.26% | 6.89% | 0.48% | -0.39% |
| 2011 | 3.96% | 4.79% | -3.31% | 6.98% |
| 2010 | -2.09% | -3.57% | 13.16% | 3.74% |
| 2009 | -11.50% | 11.91% | 9.40% | 5.59% |
| 2008 | -10.83% | 8.78% | -25.82% | -10.23% |
| 2007 | 11.07% | 1.07% | 0.90% | 6.50% |
| 2006 | 8.48% | 2.42% | 8.63% | 9.22% |
| 2005 | -0.79% | 6.31% | 5.70% | -2.35% |
| 2004 | 1.56% | 2.40% | 6.02% | 11.20% |
| 2003 | -2.97% | 23.16% | -3.33% | 10.76% |
| 2002 | -8.40% | -20.31% | -14.27% | 12.14% |
| 2001 | -6.38% | 3.27% | -11.75% | -1.12% |
| 2000 | 14.22% | -12.21% | -12.01% | -17.96% |
| 1999 | 8.14% | 14.94% | -3.98% | 20.31% |
| 1998 | 23.41% | -4.68% | -5.48% | 19.07% |
| 1997 | -0.97% | 13.51% | 10.58% | 4.64% |
| 1996 | 13.34% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 27 |
| 1-Month | 57 |
| 3-Month | 95 |
| 1-Year | 19 |
| 3-Year | 11 |
| 5-Year | 7 |
Load Adjusted Returns
| 1-Year | 19.96% |
| 3-Year | 8.75% |
| 5-Year | 7.88% |
| 10-Year | 8.40% |
Performance & Risk
| YTD Return | 31.56% |
| 5y Average Return | 9.76% |
| Rank in Category (ytd) | 27 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.77 |
| Morningstar Risk Rating |
Fund Overview
| Category | Utilities |
| Fund Family | Fidelity Investments |
| Net Assets | 871.42M |
| YTD Return | 22.37% |
| Yield | 1.75% |
| Morningstar Rating | |
| Inception Date | Sep 03, 1996 |
Fund Summary
The fund normally invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the utilities industry and companies deriving a majority of their revenues from their utility operations. 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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