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Fidelity Advisor Utilities Z (FIKIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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43.50+0.01 (+0.02%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return18.35%
5-Year Average Return10.00%
Number of Years Up3
Number of Years Down2
Best 1 Yr Total Return (May 16, 2024)22.54%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return22.54%
Worst 3-Yr Total Return6.98%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFIKIXCategory
YTD7.87%4.24%
1-Month1.37%-1.35%
3-Month11.71%0.70%
1-Year7.83%18.66%
3-Year7.41%9.19%
5-Year7.74%7.16%
10-Year8.46%9.33%
Last Bull Market15.30%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)

YTD5
1-Month25
3-Month1
1-Year9
3-Year1
5-Year6

Load Adjusted Returns

1-Year7.83%
3-Year7.41%
5-Year7.74%
10-Year8.46%