FGJEX
Fidelity Advisor Growth & Income Fund Class Z
Mutual fund
$68.91−0.04 (−0.06%)Close Oct 2, 2026
Mar 25, 2025 – Oct 2, 2026, Dividends reinvested
- Final balance
- $13,048
- CAGR
- +19.10%
- Max drawdown
- −13.46%
- Sharpe ratio
- 1.27
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Growth of $10,000
Trailing returns (%)
- 1M
- −2.85%
- 3M
- −0.38%
- 6M
- +9.59%
- YTD
- +9.63%
- 1Y
- +13.59%
- Since 2025
- +19.10%
Metrics
Since 2025| Volatility | 14.62% |
|---|---|
| Sortino ratio | 1.88 |
| Calmar ratio | 1.42 |
| Best year | — |
| Worst year | — |
| Positive years | — |
| Longest drawdown | 3 months |
Worst drawdowns
Since 2025| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −13.5% | Mar 2025 | Apr 2025 | May 2025 | 2 months |
| −8.3% | Feb 2026 | Mar 2026 | Apr 2026 | 3 months |
| −4.7% | Oct 2025 | Nov 2025 | Dec 2025 | 1 month |
| −4.6% | Aug 2026 | Oct 2026 | Not yet | 2 months so far |
| −3.0% | Oct 2025 | Oct 2025 | Oct 2025 | 2 weeks |
Annual returns
2025 from Mar 25 · 2026 through Oct 2