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Sortino ratio is not yet available for FABLX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Fidelity Advisor Balanced Fund Class A's Sortino Ratio with other mutual funds in the Diversified Portfolio category across multiple time periods, showing how FABLX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 25, 2026.


SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
STDAXSEI Asset Allocation Trust Defensive Strategy Allocation Fund6.62
TIBIXThornburg Investment Income Builder Fund Class I5.11
NWQIXNuveen Flexible Income Fund4.75
RPFCXDavis Appreciation & Income Fund3.90
FSRRXFidelity Strategic Real Return Fund3.84
FMUAXFederated Hermes Municipal and Stock Advantage Fund3.83
BRUFXBruce Fund3.71
IPFCXPoplar Forest Cornerstone Fund3.61
PUDZXPGIM Real Assets Fund3.57
FORTXAbraham Fortress Fund3.47
FABLXFidelity Advisor Balanced Fund Class A

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows FABLX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when FABLX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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