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Fidelity Advisor Energy Fund: Class Z: (MF: FIKAX)
(NASDAQ Mutual Funds) As of Jul 15, 2024 08:00 PM ET
$51.44 USD
+0.95 (1.88%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.12 | 39 |
| 3 months | -2.52 | 81 |
| 6 months | 12.12 | 39 |
| 1 Year | 19.18 | 38 |
| 3 Year | 25.88 | 3 |
| 5 Year | 13.69 | 10 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 19.18 |
| 5 Year | 13.69 |
| 10 Year | NA |
| Since Inception | 10.48 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.02 | -2.52 | NA | NA |
| 2023 | -3.79 | -0.79 | 15.65 | -8.10 |
| 2022 | 40.03 | -4.72 | 0.94 | 20.72 |
| 2021 | 27.58 | 12.77 | 1.39 | 6.38 |
| 2020 | -52.22 | 30.52 | -16.86 | 30.45 |
| 2019 | 15.64 | -2.57 | -8.36 | 6.79 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| % Total Return | 12.12 | 1.43 | 62.58 | 55.19 | -32.36 | 10.25 |
| % Total Return Rel to Index | -3.17 | -24.81 | 80.79 | 26.51 | -50.76 | -21.23 |
| % Total Return Rel to Peer | 1.73 | -6.15 | 38.57 | 19.06 | -16.88 | 0.01 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 1.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 1.03 | 1.04 | 0.69 | 0.00 | 0.00 |
| % Yield | 0.00 | 2.20 | 2.21 | 2.34 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.67 | 0.58 |
| Expense Ratio | 0.60 | 0.61 | 0.62 | 0.64 | 0.64 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%