The table below compares the performance and other essential indicators like dividend yield and expense ratio of 7 Industrials Equities mutual funds.
Click on any fund in the list to see complete information, including risk and performance analysis.
Category: Industrials Equities
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Advisor Industrials Fund Class A | Industrials Equities | Sep 3, 1996 | 1.02% | 13.15% | 9.40% | 7.68% | ||||||||
Fidelity Advisor Industrials Fund Class C | Industrials Equities | Nov 3, 1997 | 1.77% | 12.56% | 8.58% | 9.41% | ||||||||
Fidelity Advisor Industrials Fund I Class | Industrials Equities | Sep 3, 1996 | 0.75% | 13.36% | 9.58% | 7.13% | ||||||||
Fidelity Advisor Industrials Fund Class M | Industrials Equities | Sep 3, 1996 | 1.27% | 12.95% | 9.10% | 7.93% | ||||||||
Fidelity Advisor Industrials Fund Class Z | Industrials Equities | Oct 2, 2018 | 0.63% | 13.46% | — | 7.15% | ||||||||
Fidelity Select Defense & Aerospace Portfolio | Industrials Equities | May 8, 1984 | 0.74% | 10.97% | 11.03% | 6.98% | ||||||||
Vanguard Industrials Index Fund Admiral Shares | Industrials Equities | May 8, 2006 | 0.10% | 9.78% | 10.67% | 1.29% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years