FOTEX
Fidelity Advisor OTC Fund Class M
Mutual fund
$27.66+0.39 (+1.43%)Close Oct 2, 2026
Oct 14, 2024 – Oct 2, 2026, Dividends reinvested
- Final balance
- $17,141
- CAGR
- +31.54%
- Max drawdown
- −24.96%
- Sharpe ratio
- 1.33
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Growth of $10,000
Trailing returns (%)
- 1M
- +6.51%
- 3M
- +7.37%
- 6M
- +36.37%
- YTD
- +33.48%
- 1Y
- +39.37%
- Since 2024
- +31.54%
Metrics
Since 2024| Volatility | 22.74% |
|---|---|
| Sortino ratio | 1.96 |
| Calmar ratio | 1.26 |
| Best year, 2025 | +21.55% |
| Worst year, 2025 | +21.55% |
| Positive years | 1 of 1 |
| Longest drawdown | 6 months |
Worst drawdowns
Since 2024| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −25.0% | Jan 2025 | Apr 2025 | Jul 2025 | 6 months |
| −11.3% | Jan 2026 | Mar 2026 | Apr 2026 | 2 months |
| −11.2% | Jun 2026 | Jul 2026 | Sep 2026 | 3 months |
| −7.4% | Oct 2025 | Nov 2025 | Dec 2025 | 1 month |
| −7.1% | Jun 2026 | Jun 2026 | Jun 2026 | 2 weeks |
Annual returns
2024 from Oct 14 · 2026 through Oct 2