EPGAX
Fidelity Advisor Equity Growth Fund Class A
Mutual fund
$26.13+0.31 (+1.20%)Close Oct 2, 2026
Jan 28, 1994 – Oct 2, 2026, Dividends reinvested
- Final balance
- $253,499
- CAGR
- +10.40%
- Max drawdown
- −62.99%
- Sharpe ratio
- 0.59
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +5.41%
- 3M
- +6.13%
- 6M
- +21.65%
- YTD
- +16.55%
- 1Y
- +16.64%
- 3Y
- +24.95%
- 5Y
- +13.54%
- 10Y
- +18.55%
- 15Y
- +17.52%
- 20Y
- +12.90%
- 25Y
- +10.94%
- 30Y
- +9.96%
- Since 1994
- +10.40%
Metrics
Since 1994| Volatility | 20.56% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.17 |
| Best year, 2020 | +43.38% |
| Worst year, 2008 | −46.95% |
| Positive years | 24 of 31 |
| Longest drawdown | 13.4 years |
Worst drawdowns
Since 1994| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −63.0% | Mar 2000 | Mar 2009 | Aug 2013 | 13.4 years |
| −31.2% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −30.0% | Nov 2021 | Oct 2022 | Jan 2024 | 2.1 years |
| −23.1% | Jan 2025 | Apr 2025 | Jun 2025 | 5 months |
| −22.2% | Jul 1998 | Oct 1998 | Nov 1998 | 4 months |
Annual returns
1994 from Jan 28 · 2026 through Oct 2