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0P00007069.TO vs. FDETX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

0P00007069.TO vs. FDETX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RBC Select Growth Portfolio A (0P00007069.TO) and Fidelity Advisor Capital Development Fund Class O (FDETX). The values are adjusted to include any dividend payments, if applicable.

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0P00007069.TO vs. FDETX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
0P00007069.TO
RBC Select Growth Portfolio A
0.42%12.46%14.83%10.06%-13.00%12.23%10.40%15.40%-5.23%
FDETX
Fidelity Advisor Capital Development Fund Class O
-1.95%27.60%27.07%24.20%-8.00%25.32%9.12%31.39%-10.18%

Returns By Period

In the year-to-date period, 0P00007069.TO achieves a 0.42% return, which is significantly higher than FDETX's -1.95% return.


0P00007069.TO

1D
2.04%
1M
-4.31%
YTD
0.42%
6M
0.56%
1Y
13.14%
3Y*
11.08%
5Y*
6.15%
10Y*

FDETX

1D
3.24%
1M
-5.25%
YTD
-1.95%
6M
3.03%
1Y
27.50%
3Y*
22.78%
5Y*
14.97%
10Y*
15.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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0P00007069.TO vs. FDETX - Expense Ratio Comparison

0P00007069.TO has a 2.03% expense ratio, which is higher than FDETX's 0.56% expense ratio.


Return for Risk

0P00007069.TO vs. FDETX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

0P00007069.TO
0P00007069.TO Risk / Return Rank: 5959
Overall Rank
0P00007069.TO Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
0P00007069.TO Sortino Ratio Rank: 5454
Sortino Ratio Rank
0P00007069.TO Omega Ratio Rank: 5757
Omega Ratio Rank
0P00007069.TO Calmar Ratio Rank: 6262
Calmar Ratio Rank
0P00007069.TO Martin Ratio Rank: 6363
Martin Ratio Rank

FDETX
FDETX Risk / Return Rank: 8484
Overall Rank
FDETX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
FDETX Sortino Ratio Rank: 8181
Sortino Ratio Rank
FDETX Omega Ratio Rank: 8383
Omega Ratio Rank
FDETX Calmar Ratio Rank: 8686
Calmar Ratio Rank
FDETX Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

0P00007069.TO vs. FDETX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RBC Select Growth Portfolio A (0P00007069.TO) and Fidelity Advisor Capital Development Fund Class O (FDETX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


0P00007069.TOFDETXDifference

Sharpe ratio

Return per unit of total volatility

1.11

1.52

-0.41

Sortino ratio

Return per unit of downside risk

1.53

2.14

-0.61

Omega ratio

Gain probability vs. loss probability

1.23

1.34

-0.11

Calmar ratio

Return relative to maximum drawdown

1.51

2.29

-0.78

Martin ratio

Return relative to average drawdown

6.20

10.41

-4.20

0P00007069.TO vs. FDETX - Sharpe Ratio Comparison

The current 0P00007069.TO Sharpe Ratio is 1.11, which is comparable to the FDETX Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of 0P00007069.TO and FDETX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


0P00007069.TOFDETXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.11

1.52

-0.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.85

-0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.63

-0.06

Correlation

The correlation between 0P00007069.TO and FDETX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

0P00007069.TO vs. FDETX - Dividend Comparison

0P00007069.TO's dividend yield for the trailing twelve months is around 3.66%, less than FDETX's 10.55% yield.


TTM20252024202320222021202020192018201720162015
0P00007069.TO
RBC Select Growth Portfolio A
3.66%3.67%2.93%1.76%0.86%2.62%0.77%0.50%2.15%0.00%0.00%0.00%
FDETX
Fidelity Advisor Capital Development Fund Class O
10.55%10.34%8.95%4.39%5.66%5.63%4.47%7.46%15.81%5.34%2.92%5.97%

Drawdowns

0P00007069.TO vs. FDETX - Drawdown Comparison

The maximum 0P00007069.TO drawdown since its inception was -24.48%, smaller than the maximum FDETX drawdown of -66.86%. Use the drawdown chart below to compare losses from any high point for 0P00007069.TO and FDETX.


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Drawdown Indicators


0P00007069.TOFDETXDifference

Max Drawdown

Largest peak-to-trough decline

-24.48%

-66.86%

+42.38%

Max Drawdown (1Y)

Largest decline over 1 year

-9.00%

-12.42%

+3.42%

Max Drawdown (5Y)

Largest decline over 5 years

-18.81%

-21.72%

+2.91%

Max Drawdown (10Y)

Largest decline over 10 years

-36.61%

Current Drawdown

Current decline from peak

-4.90%

-6.71%

+1.81%

Average Drawdown

Average peak-to-trough decline

-4.22%

-11.26%

+7.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.19%

2.73%

-0.54%

Volatility

0P00007069.TO vs. FDETX - Volatility Comparison

The current volatility for RBC Select Growth Portfolio A (0P00007069.TO) is 4.90%, while Fidelity Advisor Capital Development Fund Class O (FDETX) has a volatility of 5.73%. This indicates that 0P00007069.TO experiences smaller price fluctuations and is considered to be less risky than FDETX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


0P00007069.TOFDETXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.90%

5.73%

-0.83%

Volatility (6M)

Calculated over the trailing 6-month period

7.54%

10.07%

-2.53%

Volatility (1Y)

Calculated over the trailing 1-year period

11.87%

18.62%

-6.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.70%

17.62%

-7.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.48%

18.85%

-7.37%