UK markets closed

Fidelity Advisor Utilities Z (FIKIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
43.50+0.01 (+0.02%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.32%
5-year average return10.05%
Number of years up3
Number of years down2
Best 1-yr total return (15 May 2024)22.54%
Worst 1-yr total return (15 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
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%