FGDJX
Fidelity Advisor Dividend Growth Fund Class Z
Mutual fund
$42.91−0.31 (−0.72%)Close Oct 2, 2026
Aug 4, 2025 – Oct 2, 2026, Dividends reinvested
- Final balance
- $12,957
- CAGR
- +25.00%
- Max drawdown
- −10.16%
- Sharpe ratio
- 1.44
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Growth of $10,000
Trailing returns (%)
- 1M
- −1.89%
- 3M
- +1.99%
- 6M
- +16.60%
- YTD
- +17.82%
- 1Y
- +23.42%
- Since 2025
- +25.00%
Metrics
Since 2025| Volatility | 16.43% |
|---|---|
| Sortino ratio | 2.15 |
| Calmar ratio | 2.46 |
| Best year | — |
| Worst year | — |
| Positive years | — |
| Longest drawdown | 3 months |
Worst drawdowns
Since 2025| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −10.2% | Feb 2026 | Mar 2026 | Apr 2026 | 2 months |
| −5.7% | Aug 2025 | Aug 2025 | Oct 2025 | 3 months |
| −5.1% | Oct 2025 | Nov 2025 | Dec 2025 | 1 month |
| −4.9% | Jun 2026 | Jun 2026 | Jun 2026 | 2 weeks |
| −4.3% | Jun 2026 | Jul 2026 | Aug 2026 | 2 months |
Annual returns
2025 from Aug 4 · 2026 through Oct 2