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Fidelity Advisor Utilities Z (FIKIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.48+0.34 (+0.85%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.13%
5-year average return8.52%
Number of years up3
Number of years down2
Best 1-yr total return (1 May 2024)22.54%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return22.54%
Worst 3-yr total return6.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFIKIXCategory
YTD6.42%4.24%
1-month7.64%-1.35%
3-month6.42%0.70%
1-year8.40%18.66%
3-year8.28%9.19%
5-year7.78%7.16%
10-year8.61%9.33%
Last bull market15.81%12.93%
Last bear market-6.51%-5.79%

Annual total return (%) history

Year
FIKIXCategory
2024
N/AN/A
2023
-1.31%N/A
2022
5.29%N/A
2021
17.83%N/A
2020
-0.11%0.89%
2019
22.54%22.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.42%N/AN/AN/A
2023-3.12%0.15%-7.72%10.23%
20226.05%-6.51%-2.68%9.11%
20212.63%-0.26%0.81%14.18%
2020-18.19%5.08%3.09%12.73%
20199.65%2.90%7.94%0.62%

Rank in category (by total return)

YTD13
1-month1
3-month13
1-year9
3-year1
5-year1

Load adjusted returns

1-year8.40%
3-year8.28%
5-year7.78%
10-year8.61%