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
FCNIX: FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Consumer Cyclical |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 12/19/1996 |
| Last Dividend Date: | 11/11/2025 |
| 12-Mo. Yield | 9.29% |
| Expenses | 0.62% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/11/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/19/1996 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -2.0 | 19.8 | 8.1 | 12.0 | 12.5 | 10.3 | 8.9 | 2.7 | 24.7 | 42.0 | -35.0 | 19.2 | 36.5 | 27.0 | -1.1 | 22.2 | 4.4 | 4.1 | 9.9 | 40.9 | 21.1 | -2.1 | 31.4 | 38.5 | -34.9 | -8.4 | 12.4 | 3.1 | 9.5 | 25.0 | -15.4 | -4.9 | -9.0 | 8.7 | 20.8 | 20.2 | -0.1 |
| Sharpe Ratio | NA | -0.2 | 0.77 | 0.23 | 0.46 | NA | NA | 0.35 | 0.0 | 1.14 | 1.97 | -1.0 | 1.03 | 1.03 | 1.8 | -0.13 | 2.66 | 0.29 | 0.26 | 0.8 | 3.31 | 1.48 | -0.08 | 1.47 | 1.27 | -0.82 | -0.66 | 0.78 | 0.07 | 0.68 | 1.57 | -0.8 | -0.47 | -0.68 | 0.36 | 0.85 | 0.93 | -1.19 |
| Draw Down(%) | NA | 27.6 | 27.6 | 39.3 | 39.3 | NA | NA | 57.9 | 26.7 | 12.6 | 15.7 | 37.6 | 10.4 | 35.8 | 9.0 | 22.4 | 4.9 | 12.6 | 11.2 | 8.2 | 5.3 | 9.7 | 20.7 | 19.3 | 26.3 | 49.9 | 16.7 | 9.3 | 9.1 | 13.9 | 12.4 | 25.9 | 21.2 | 18.2 | 13.2 | 25.2 | 13.1 | 0.6 |
| Standard Deviation(%) | NA | 25.4 | 21.3 | 24.6 | 22.7 | NA | NA | 21.0 | 25.4 | 18.6 | 19.6 | 36.5 | 18.5 | 35.2 | 14.1 | 19.9 | 8.1 | 14.5 | 15.7 | 12.3 | 12.4 | 14.4 | 24.9 | 21.3 | 30.2 | 43.7 | 17.7 | 11.6 | 11.4 | 12.4 | 15.4 | 20.7 | 15.9 | 19.5 | 14.9 | 20.4 | 17.6 | 6.1 |
| Treynor Ratio | NA | -0.04 | 0.13 | 0.05 | 0.1 | NA | NA | 0.08 | 0.0 | 0.17 | 0.3 | -0.27 | 0.16 | 0.4 | 0.25 | -0.02 | 0.24 | 0.04 | 0.04 | 0.11 | 0.4 | 0.22 | -0.02 | 0.28 | 0.37 | -0.36 | -0.11 | 0.09 | 0.01 | 0.08 | 0.29 | -0.23 | -0.12 | -0.21 | 0.07 | 0.2 | 0.22 | -0.26 |
| Alpha | NA | -0.07 | -0.02 | -0.03 | -0.01 | NA | NA | 0.0 | -0.07 | -0.02 | 0.03 | -0.05 | -0.05 | 0.07 | -0.02 | 0.02 | 0.01 | -0.03 | 0.01 | -0.01 | 0.02 | 0.02 | -0.01 | 0.05 | 0.04 | 0.02 | -0.06 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | -0.03 | -0.01 | -0.02 | 0.0 |
| Beta | NA | 1.19 | 1.22 | 1.28 | 1.09 | NA | NA | 0.96 | 1.18 | 1.25 | 1.28 | 1.37 | 1.19 | 0.89 | 1.03 | 1.09 | 0.89 | 0.98 | 0.93 | 0.92 | 1.01 | 0.99 | 1.02 | 1.11 | 1.04 | 1.0 | 1.02 | 1.0 | 0.98 | 1.01 | 0.85 | 0.73 | 0.61 | 0.63 | 0.73 | 0.88 | 0.76 | 0.28 |
| RSquared | NA | 0.78 | 0.76 | 0.78 | 0.77 | NA | NA | 0.78 | 0.78 | 0.73 | 0.74 | 0.83 | 0.71 | 0.79 | 0.83 | 0.87 | 0.54 | 0.79 | 0.85 | 0.73 | 0.82 | 0.77 | 0.92 | 0.88 | 0.87 | 0.89 | 0.85 | 0.76 | 0.79 | 0.81 | 0.87 | 0.84 | 0.68 | 0.52 | 0.8 | 0.79 | 0.62 | 0.36 |
| Yield(%) | N/A | 9.3 | 5.4 | 4.8 | 5.4 | 7.6 | 6.6 | N/A | 5.0 | 6.3 | 0.0 | 2.7 | 6.9 | 1.7 | 3.0 | 1.0 | 0.0 | 0.7 | 2.5 | 10.8 | 9.5 | 11.1 | 5.3 | 0.0 | 0.1 | 0.3 | 8.5 | 13.9 | 0.7 | 3.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.1 |
| Dividend Growth(%) | N/A | N/A | -7.2 | 726.2 | 7.8 | N/A | N/A | N/A | -5.3 | N/A | -100.0 | -55.6 | 423.2 | -28.8 | 204.9 | N/A | -100.0 | -73.6 | -77.6 | 45.4 | -5.1 | 91.4 | N/A | -100.0 | -66.7 | -97.5 | -40.3 | 1955.7 | -78.3 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/19/1996
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 Consumer Cyclical Asset Class Trend Rankings |
Top Rated Funds in Consumer Cyclical
Best Mutual Funds
- FDLSX (LEISURE PORTFOLIO LEISURE PORTFOLIO) (75%)
- FSRPX (RETAILING PORTFOLIO RETAILING PORTFOLIO) (72%)
- FSHOX (CONSTRUCTION AND HOUSING PORTFOLIO CONSTRUCTION AND HOUSING PORTFOLIO) (72%)
- FSCPX (CONSUMER DISCRETIONARY PORTFOLIO CONSUMER DISCRETIONARY PORTFOLIO) (72%)
- FCNIX (FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND CLASS I) (72%)
- FSAVX (AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO) (71%)
- FBMPX (MULTIMEDIA PORTFOLIO MULTIMEDIA PORTFOLIO) (71%)
- RYLIX (LEISURE FUND INVESTOR CLASS) (55%)
- VCDAX (VANGUARD CONSUMER DISCRETIONARY INDEX FUND ADMIRAL SHARES) (54%)
- RYRIX (RETAILING FUND INVESTOR CLASS) (54%)
Best ETFs
- FCL (Focus Morningstar Consumer Cyclical Index ETF) (100%)
- XLY (Consumer Discretionary Select Sector SPDR Fund) (96%)
- XHB (SPDR S&P Homebuilders ETF) (95%)
- ITB (iShares U.S. Home Construction ETF) (94%)
- RTH (VanEck Retail ETF) (94%)
- RXI (iShares Global Consumer Discretionary ETF) (92%)
- BJK (VanEck Gaming ETF) (92%)
- FXD (First Trust Consumer Discretionary AlphaDEX Fund) (91%)
- IYC (iShares U.S. Consumer Discretionary ETF) (87%)
- PEJ (Invesco Leisure and Entertainment ETF) (84%)
