FIJZX Performance — Fidelity Advisor Consumer Discretionary Fund, Class Z
Data updated: 2025-12-23
FIJZX returned +21.61% over one year to Oct 2025. Annualised returns are +21.02% over 3 years and +11.62% over 5 years. The fund beat its Consumer Discretionary Equity category average: $100 invested three years ago grew to $177, against $165 for the category, and to $122 over one year, against $116. Volatility over the past three years was 21.25% a year. In the 12 months to Oct 2025 the fund took in a net $1.0M, and assets reached $525.69M.
FIJZX Growth of $100
What $100 invested in Fidelity Advisor Consumer Discretionary Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Consumer Discretionary Equity category average over the same months.
| Period | FIJZX | Category average |
|---|---|---|
| 1 year (Nov 2024 – Oct 2025) | $122 | $116 |
| 3 years (Nov 2022 – Oct 2025) | $177 | $165 |
| 5 years (Nov 2020 – Oct 2025) | $173 | $162 |
| Since data start (Aug 2019 – Oct 2025) | $210 | $197 |
FIJZX Trailing Returns
Total returns to Oct 2025, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +21.61% |
| 3 years (annualised) | +21.02% |
| 5 years (annualised) | +11.62% |
FIJZX Annual Returns
Calendar-year total returns of Fidelity Advisor Consumer Discretionary Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2025 (Jan–Oct) | +6.46% |
| 2024 | +24.85% |
| 2023 | +42.16% |
| 2022 | −34.92% |
| 2021 | +19.30% |
| 2020 | +36.70% |
| 2019 (Aug–Dec) | +4.93% |
FIJZX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +4.0% | −8.5% | −9.6% | −0.1% | +8.9% | +2.2% | +3.0% | +4.3% | +2.6% | +0.9% | — | — |
| 2024 | −3.3% | +9.2% | +1.5% | −5.9% | +2.3% | +2.0% | +1.8% | −0.5% | +6.1% | −3.4% | +12.7% | +1.4% |
| 2023 | +15.9% | −3.2% | +3.2% | −0.7% | +0.5% | +11.3% | +3.9% | −1.9% | −6.1% | −3.8% | +11.3% | +8.0% |
| 2022 | −10.3% | −1.8% | +0.3% | −10.9% | −6.2% | −11.8% | +18.6% | −4.2% | −8.4% | +2.4% | +4.0% | −9.8% |
| 2021 | −0.2% | +2.9% | +3.4% | +6.8% | −3.5% | +2.6% | 0.0% | +1.4% | −3.8% | +7.6% | +0.9% | +0.4% |
| 2020 | −0.1% | −7.5% | −15.1% | +20.1% | +8.1% | +2.4% | +6.6% | +9.2% | −1.5% | −3.0% | +11.5% | +5.9% |
| 2019 | — | — | — | — | — | — | — | −1.1% | +1.1% | +0.2% | +1.9% | +2.8% |
FIJZX Risk
Risk measures from monthly returns over Nov 2022 – Oct 2025.
- 3-year volatility (annualised): 21.25%
- 3-year Sharpe ratio: 0.78 (vs 4.5% risk-free rate)
- Best month: +15.90% (Jan 2023)
- Worst month: −9.76% (Dec 2022)
FIJZX Fund Flows
Monthly money in and out of Fidelity Advisor Consumer Discretionary Fund, from SEC Form N-PORT.
- 12-month net flow: $1.0M
- 12-month gross sales (incl. reinvestments): $138.3M
- Sales ÷ redemptions: 1.01×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Oct 2025 | $4.0M | $13.1M | −$9.1M |
| Sep 2025 | $4.4M | $8.9M | −$4.5M |
| Aug 2025 | $5.1M | $8.3M | −$3.2M |
| Jul 2025 | $9.0M | $9.9M | −$898K |
| Jun 2025 | $7.8M | $8.7M | −$861K |
| May 2025 | $6.1M | $10.7M | −$4.6M |
| Apr 2025 | $27.8M | $13.9M | $13.9M |
| Mar 2025 | $4.3M | $24.0M | −$19.7M |
| Feb 2025 | $14.6M | $8.4M | $6.3M |
| Jan 2025 | $11.0M | $9.0M | $2.0M |
| Dec 2024 | $37.9M | $11.1M | $26.8M |
| Nov 2024 | $6.2M | $11.3M | −$5.1M |
FIJZX Assets Under Management
Net assets of Fidelity Advisor Consumer Discretionary Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2025-10-31 | $525.69M |
| 2025-07-31 | $502.73M |
| 2025-04-30 | $444.94M |
| 2025-01-31 | $539.30M |
| 2024-10-31 | $458.79M |
| 2024-07-31 | $476.10M |
| 2024-04-30 | $457.74M |
| 2024-01-31 | $451.58M |
| 2023-10-31 | $444.57M |
| 2023-07-31 | $508.04M |
| 2023-04-30 | $438.66M |
| 2023-01-31 | $412.24M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.