It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FAGNX: FIDELITY ADVISOR ENERGY FUND CLASS T (MUTUAL FUND)
Basic Info
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 12/20/1989 |
| Last Dividend Date: | 11/11/2025 |
| 12-Mo. Yield | 2.34% |
| Expenses | 1.05% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/12/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9.3 | 6.8 | 22.5 | 7.3 | 4.0 | 4.2 | 7.1 | 12.4 | 3.6 | 0.8 | 61.4 | 54.1 | -32.9 | 9.5 | -25.3 | -3.1 | 32.6 | -20.9 | -12.9 | 23.6 | 4.2 | -5.3 | 18.6 | 46.3 | -53.8 | 44.7 | 15.8 | 45.5 | 23.4 | 29.6 | -11.5 | -11.0 | 25.7 | 34.2 | -16.1 | -0.8 | 30.5 | 24.4 | -3.8 | 32.4 | 1.8 | 6.3 | -9.1 | -3.8 |
| Sharpe Ratio | NA | 0.25 | 0.14 | 0.72 | 0.18 | NA | NA | 0.19 | 0.4 | 0.0 | -0.12 | 1.59 | 1.77 | -0.55 | 0.35 | -1.05 | -0.21 | 1.07 | -0.79 | -0.62 | 1.51 | 0.21 | -0.15 | 0.7 | 1.02 | -0.76 | 1.74 | 0.47 | 1.83 | 1.32 | 1.91 | -0.49 | -0.62 | 0.86 | 1.25 | -0.86 | -0.27 | 2.95 | 2.45 | -0.72 | 3.16 | -0.04 | 0.16 | -1.11 | -1.74 |
| Draw Down(%) | NA | 21.6 | 26.4 | 28.0 | 72.5 | NA | NA | 77.1 | 21.6 | 17.0 | 17.6 | 28.0 | 18.6 | 62.7 | 22.4 | 38.4 | 24.5 | 15.8 | 29.7 | 31.7 | 7.7 | 23.4 | 34.5 | 23.0 | 26.5 | 69.1 | 12.8 | 21.9 | 14.5 | 7.9 | 9.1 | 28.7 | 27.8 | 12.0 | 15.8 | 34.0 | 19.6 | 7.0 | 7.3 | 13.9 | 7.9 | 13.0 | 20.5 | 19.8 | 6.8 |
| Standard Deviation(%) | NA | 25.3 | 23.3 | 28.3 | 31.8 | NA | NA | 27.6 | 25.6 | 18.7 | 24.8 | 37.9 | 30.6 | 60.3 | 22.8 | 25.4 | 18.3 | 30.4 | 26.4 | 20.7 | 15.6 | 20.4 | 35.2 | 26.5 | 45.3 | 71.9 | 24.0 | 26.3 | 23.6 | 17.0 | 15.1 | 25.9 | 22.0 | 25.1 | 24.7 | 22.6 | 16.3 | 9.0 | 8.3 | 9.6 | 9.5 | 14.6 | 14.9 | 13.0 | 49.8 |
| Treynor Ratio | NA | 0.05 | 0.02 | 0.14 | 0.05 | NA | NA | 0.05 | 0.07 | 0.0 | -0.02 | 0.43 | 0.31 | -0.28 | 0.06 | -0.23 | -0.03 | 0.27 | -0.2 | -0.12 | 0.21 | 0.04 | -0.05 | 0.17 | 0.39 | -0.47 | 0.39 | 0.11 | 0.39 | 0.21 | 0.26 | -0.12 | -0.16 | 0.23 | 0.29 | -0.21 | -0.05 | 0.44 | 0.44 | -0.11 | 0.58 | -0.01 | 0.03 | -0.18 | -0.82 |
| Alpha | NA | -0.05 | -0.03 | 0.0 | 0.0 | NA | NA | -0.01 | -0.05 | -0.03 | -0.03 | 0.09 | 0.01 | 0.03 | -0.02 | -0.02 | -0.03 | -0.02 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.02 | 0.01 | -0.03 | 0.02 | -0.02 | -0.01 | -0.05 | -0.03 | -0.04 | -0.04 | -0.03 | 0.04 | 0.01 | -0.05 | 0.03 | 0.04 | -0.02 | 0.06 | -0.01 | 0.02 | -0.04 | -1.04 |
| Beta | NA | 1.39 | 1.37 | 1.45 | 1.27 | NA | NA | 1.12 | 1.4 | 1.31 | 1.39 | 1.41 | 1.73 | 1.19 | 1.3 | 1.19 | 1.35 | 1.18 | 1.02 | 1.11 | 1.1 | 1.06 | 1.11 | 1.07 | 1.18 | 1.17 | 1.07 | 1.16 | 1.1 | 1.06 | 1.13 | 1.05 | 0.86 | 0.93 | 1.06 | 0.91 | 0.91 | 0.61 | 0.46 | 0.64 | 0.52 | 0.54 | 0.79 | 0.8 | 1.06 |
| RSquared | NA | 0.67 | 0.74 | 0.78 | 0.87 | NA | NA | 0.88 | 0.67 | 0.67 | 0.84 | 0.81 | 0.83 | 0.93 | 0.96 | 0.96 | 0.94 | 0.95 | 0.96 | 0.94 | 0.92 | 0.96 | 0.97 | 0.96 | 0.96 | 0.96 | 0.95 | 0.95 | 0.97 | 0.93 | 0.91 | 0.96 | 0.89 | 0.95 | 0.96 | 0.91 | 0.79 | 0.58 | 0.27 | 0.55 | 0.4 | 0.23 | 0.42 | 0.6 | 0.02 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.6 | 0.8 | 1.8 | 2.7 | 2.7 | 1.9 | 1.3 | 0.4 | 1.0 | 0.0 | 0.3 | 4.9 | 5.5 | 0.3 | 0.5 | 0.2 | 0.0 | 12.5 | 8.5 | 15.1 | 21.1 | 1.7 | 0.4 | 0.3 | 6.4 | 0.6 | 0.1 | 3.4 | 15.9 | 7.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 101.1 | -51.6 | -2.8 | 51.8 | -3.8 | 50.1 | 171.5 | -66.7 | N/A | -100.0 | -94.8 | 1.2 | 1531.7 | -28.1 | 134.2 | N/A | -100.0 | 109.9 | -48.8 | -3.4 | 1411.1 | 450.0 | 33.3 | -96.7 | 1292.3 | 1200.0 | -98.6 | -81.9 | 146.5 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/1987
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Equity Energy Asset Class Trend Rankings |
Top Rated Funds in Equity Energy
Best Mutual Funds
- VGENX (VANGUARD ENERGY FUND INVESTOR SHARES) (97%)
- FNARX (Fidelity Natural Resources Fund) (96%)
- MLPPX (ADVISORY RESEARCH MLP & ENERGY INFRASTRUCTURE FUND CLASS I) (92%)
- FANIX (FIDELITY ADVISOR ENERGY FUND CLASS I) (77%)
- FSENX (Fidelity Select Portfolios - Energy Portfolio) (76%)
- FSESX (ENERGY SERVICE PORTFOLIO ENERGY SERVICE PORTFOLIO) (74%)
- FSNGX (NATURAL GAS PORTFOLIO NATURAL GAS PORTFOLIO) (74%)
- IENIX (INVESCO ENERGY FUND CLASS R5) (65%)
- VENAX (VANGUARD ENERGY INDEX FUND ADMIRAL SHARES) (65%)
- VGELX (VANGUARD ENERGY FUND ADMIRAL SHARES) (64%)
Best ETFs
- XLE (Energy Select Sector SPDR Fund) (97%)
- OIH (VanEck Oil Services ETF) (95%)
- ENY (Invesco Canadian Energy Income ETF) (93%)
- IPW (iPower Inc.) (92%)
- FCG (First Trust Natural Gas ETF) (91%)
- FXN (First Trust Energy AlphaDEX Fund) (90%)
- IEO (iShares U.S. Oil & Gas Exploration & Production ETF) (89%)
- IEZ (iShares U.S. Oil Equipment & Services ETF) (89%)
- IXC (iShares Global Energy ETF) (87%)
- IYE (iShares U.S. Energy ETF) (86%)
Best Closed End Funds
- BGR (BlackRock Energy and Resources Closed Fund) (100%)
- SRV (Cushing MLP Total Return Closed Fund) (99%)
- FEN (First Trust Energy Income & Growth) (99%)
- FMO (Fiduciary/Claymore Energy Infrastructure Fund) (99%)
- KYN (Kayne Anderson MLP Investment Closed Fund) (98%)
- IRR (Voya Natural Resources Equity Income Fund) (98%)
- PEO (Adams Natural Resources Closed Fund) (98%)
- TYG (Tortoise Energy Infrastructure Corporation) (98%)
- SMF (Salient MLP & Energy Infrastructure Fund) (97%)
- TYN (Tortoise North American Energy Corp) (96%)
Latest Articles Related to FAGNX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
