FVIFX's Sortino Ratio of 3.29 indicates that for each unit of downside volatility, it generates 3.29 units of excess return. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 4, 2026).
Unlike other measures, Sortino only focuses on downside volatility (losses), making it particularly useful for investors more concerned about protecting against drawdowns than overall price swings.
FVIFX Sortino Ratio Rank
FVIFX ranks above 61.5% of all investments in our database based on Sortino Ratio over the past 12 months, indicating above-average returns relative to downside risk taken. Securities are ranked from 0 (worst) to 100 (best).
What moves the rank
- Strong returns with minimal downside volatility → Higher rank
- Severe or frequent drawdowns → Lower rank
- Upside volatility → No impact (Sortino doesn't penalize upside swings)
What you can do with this information
- Above-average downside protection with room for improvement
- Compare against category peers to gauge relative positioning
- Monitor for movement toward top tier or decline toward median
- Consider pairing with top-tier holdings to improve portfolio risk profile
FVIFX Sortino Ratio Market Positioning
The chart shows FVIFX's Sortino Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better downside-adjusted returns.
- Red zone (bottom 25%): 2.10 or lower
- Yellow zone (middle 50%): 2.10 to 3.66
- Green zone (top 25%): 3.66 or higher
- Top 1%: 9.18+
- Median: 3.00 — half of all investments score higher
How it compares to other similar mutual funds
The table compares Fidelity Advisor Value Fund Class I's Sortino Ratio with other mutual funds in the Mid Cap Value Equities category across multiple time periods, showing how FVIFX'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 Jun 4, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| ARFFX | Ariel Focus Fund | 4.23 | |||
| SMVTX | Virtus Ceredex Mid-Cap Value Equity Fund | 4.06 | |||
| HAMVX | Harbor Mid Cap Value Fund | 3.97 | |||
| VVOIX | Invesco Value Opportunities Fund Class Y | 3.81 | |||
| UMCVX | Invesco V.I. American Value Fund | 3.79 | |||
| VVOAX | Invesco Value Opportunities Fund | 3.79 | |||
| MVEIX | Monteagle Select Value Fund | 3.74 | |||
| FMUEX | RBB Free Market U.S. Equity Fund | 3.73 | |||
| FIUSX | Delaware Opportunity Fund | 3.72 | |||
| NAMAX | Columbia Select Mid Cap Value Fund | 3.66 | |||
| FVIFX | Fidelity Advisor Value Fund Class I | 3.29 |
Historical Sortino Ratio
The chart shows FVIFX'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 FVIFX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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IHow does FVIFX fit in your portfolio?
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