ALSMX vs. FHZTX

Last updated Jun 4, 2026

ALSMX (Archer Multi Cap Fund) and FHZTX (Fidelity Advisor Large Cap Stock Fund Class I) are both Large Cap Blend Equities funds. A 0.71 correlation means they provide meaningful diversification when combined. ALSMX charges 0.96%/yr vs 0.77%/yr for FHZTX.

Performance

ALSMX vs. FHZTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Archer Multi Cap Fund (ALSMX) and Fidelity Advisor Large Cap Stock Fund Class I (FHZTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ALSMX

• 1D: 1.82%
• 1M: 5.77%
• YTD: 26.71%
• 6M: 25.30%
• 1Y: 42.63%
• 3Y*: 25.83%
• 5Y*: 13.86%
• 10Y*: —

FHZTX

• 1D: -0.24%
• 1M: 3.26%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ALSMX vs. FHZTX - Yearly Performance Comparison

	2026 (YTD)
ALSMX Archer Multi Cap Fund	19.86%
FHZTX Fidelity Advisor Large Cap Stock Fund Class I	9.83%

Correlation

The correlation between ALSMX and FHZTX is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 17, 2026	0.71

Return for Risk

ALSMX vs. FHZTX — Risk / Return Rank

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

ALSMX

ALSMX Risk / Return Rank: 84
ALSMX Sharpe Ratio Rank: 84
ALSMX Sortino Ratio Rank: 78
ALSMX Omega Ratio Rank: 73
ALSMX Calmar Ratio Rank: 90
ALSMX Martin Ratio Rank: 93

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.

ALSMX vs. FHZTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Archer Multi Cap Fund (ALSMX) and Fidelity Advisor Large Cap Stock Fund Class I (FHZTX). 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.

	ALSMX	FHZTX	Difference
Sharpe ratio: Return per unit of total volatility	2.74	—	—
Sortino ratio: Return per unit of downside risk	3.72	—	—
Omega ratio: Gain probability vs. loss probability	1.48	—	—
Calmar ratio: Return relative to maximum drawdown	4.69	—	—
Martin ratio: Return relative to average drawdown	20.53	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	ALSMX	FHZTX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.74	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.01	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.01	3.80	-3.79

Drawdowns

ALSMX vs. FHZTX - Drawdown Comparison

The maximum ALSMX drawdown since its inception was -97.87%, which is greater than FHZTX's maximum drawdown of -5.31%. Use the drawdown chart below to compare losses from any high point for ALSMX and FHZTX.

Drawdown Indicators

	ALSMX	FHZTX	Difference
Max Drawdown Largest peak-to-trough decline	-97.87%	-5.31%	-92.56%
Max Drawdown (1Y) Largest decline over 1 year	-9.42%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-97.87%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-97.87%	—	—
Current Drawdown Current decline from peak	-96.39%	-0.24%	-96.15%
Average Drawdown Average peak-to-trough decline	-27.98%	-0.82%	-27.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.15%	—	—

Volatility

Volatility by Period

	ALSMX	FHZTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.13%	—	—
Volatility (6M) Calculated over the trailing 6-month period	13.27%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	16.14%	14.58%	+1.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1,291.55%	14.58%	+1,276.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1,140.59%	14.58%	+1,126.01%

ALSMX vs. FHZTX - Expense Ratio Comparison

ALSMX has a 0.96% expense ratio, which is higher than FHZTX's 0.77% expense ratio.

Dividends

ALSMX vs. FHZTX - Dividend Comparison

ALSMX's dividend yield for the trailing twelve months is around 5.65%, while FHZTX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020
ALSMX Archer Multi Cap Fund	5.65%	7.16%	3.62%	0.46%	7.12%	1.62%	0.43%
FHZTX Fidelity Advisor Large Cap Stock Fund Class I	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both ALSMX and FHZTX in my portfolio?

ALSMX and FHZTX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.