Nasdaq - Delayed Quote USD

Fidelity Advisor Utilities A (FUGAX)

45.13
+0.62
+(1.39%)
At close: 8:04:19 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.18%
5y Average Return 13.44%
Number of Years Up 21
Number of Years Down 7
Best 1Y Total Return (May 14, 2025) 28.26%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 28.26%
Worst 3Y Total Return 5.84%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FUGAX
Category
YTD
2.23%
4.24%
1-Month
-0.13%
-1.35%
3-Month
0.62%
0.70%
1-Year
21.70%
18.66%
3-Year
10.07%
9.19%
5-Year
13.03%
7.16%
10-Year
9.83%
9.33%
Last Bull Market
28.82%
12.93%
Last Bear Market
-6.59%
-5.79%

Annual Total Return (%) History

Year
FUGAX
Category
2025
--
--
2024
28.26%
--
2023
-1.71%
--
2022
4.90%
--
2021
17.33%
--
2020
-0.51%
0.89%
2019
22.02%
22.87%
2018
8.34%
2.76%

2017
17.31%
11.83%
2016
13.53%
13.75%
2015
-10.97%
-9.86%
2014
21.23%
17.08%
2013
20.07%
18.37%
2012
6.72%
6.90%
2011
12.70%
10.58%
2010
10.83%
8.60%
2009
14.41%
17.82%
2008
-35.41%
-33.87%
2007
20.63%
20.39%
2006
31.83%
26.03%
2005
8.87%
13.59%
2004
22.60%
23.96%
2003
27.94%
23.65%
2002
-29.83%
-23.82%
2001
-15.63%
-20.74%
2000
-27.62%
8.42%
1999
43.59%
15.87%
1998
32.38%
19.19%
1997
30.08%
26.13%
1996
--
9.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.35% -- -- --
2024 6.33% 4.83% 18.45% -2.86%
2023 -3.22% 0.05% -7.81% 10.11%
2022 5.96% -6.59% -2.79% 9.03%
2021 2.51% -0.35% 0.71% 14.06%
2020 -18.27% 4.94% 2.99% 12.63%
2019 9.50% 2.84% 7.81% 0.51%
2018 1.41% 6.52% 2.45% -2.11%
2017 8.00% 3.03% 4.84% 0.56%
2016 12.55% 7.53% -5.46% -0.78%

2015 -2.88% -6.38% -2.22% 0.14%
2014 10.27% 8.67% -4.46% 5.89%
2013 14.14% -3.10% 3.28% 5.11%
2012 -0.26% 6.89% 0.48% -0.39%
2011 3.96% 4.79% -3.31% 6.98%
2010 -2.09% -3.57% 13.16% 3.74%
2009 -11.50% 11.91% 9.40% 5.59%
2008 -10.83% 8.78% -25.82% -10.23%
2007 11.07% 1.07% 0.90% 6.50%
2006 8.48% 2.42% 8.63% 9.22%
2005 -0.79% 6.31% 5.70% -2.35%
2004 1.56% 2.40% 6.02% 11.20%
2003 -2.97% 23.16% -3.33% 10.76%
2002 -8.40% -20.31% -14.27% 12.14%
2001 -6.38% 3.27% -11.75% -1.12%
2000 14.22% -12.21% -12.01% -17.96%
1999 8.14% 14.94% -3.98% 20.31%
1998 23.41% -4.68% -5.48% 19.07%
1997 -0.97% 13.51% 10.58% 4.64%
1996 13.34% -- -- --

Rank in Category (By Total Return)

YTD 90
1-Month 69
3-Month 86
1-Year 67
3-Year 16
5-Year 12

Load Adjusted Returns

1-Year 14.70%
3-Year 7.92%
5-Year 11.70%
10-Year 9.18%

Performance & Risk

YTD Return 2.18%
5y Average Return 13.44%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Fund Overview

Category Utilities
Fund Family Fidelity Investments
Net Assets 1.2B
YTD Return 2.23%
Yield 1.71%
Morningstar Rating
Inception Date Sep 03, 1996

Fund Summary

The fund normally invests primarily in common stocks. It invests at least 80% of assets in securities of companies principally engaged in the utilities industry and companies deriving a majority of their revenues from their utility operations. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.

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