CISMX vs. FASPX
Compare and contrast key facts about Clarkston Partners Fund (CISMX) and Fidelity Advisor Value Strategies Fund Class M (FASPX).
CISMX is managed by Clarkston Funds. It was launched on Sep 15, 2015. FASPX is managed by Fidelity. It was launched on Aug 20, 1986.
Performance
CISMX vs. FASPX - Performance Comparison
Loading graphics...
CISMX vs. FASPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CISMX Clarkston Partners Fund | -2.54% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.84% |
FASPX Fidelity Advisor Value Strategies Fund Class M | 6.23% | 7.76% | -2.60% | 19.93% | -7.82% | 32.65% | 7.70% | 33.85% | -17.27% | 17.34% |
Returns By Period
In the year-to-date period, CISMX achieves a -2.54% return, which is significantly lower than FASPX's 6.23% return. Over the past 10 years, CISMX has underperformed FASPX with an annualized return of 6.07%, while FASPX has yielded a comparatively higher 9.64% annualized return.
CISMX
- 1D
- 2.25%
- 1M
- -5.82%
- YTD
- -2.54%
- 6M
- -3.89%
- 1Y
- -5.23%
- 3Y*
- -0.23%
- 5Y*
- -1.36%
- 10Y*
- 6.07%
FASPX
- 1D
- 2.83%
- 1M
- -6.43%
- YTD
- 6.23%
- 6M
- 9.74%
- 1Y
- 23.62%
- 3Y*
- 9.76%
- 5Y*
- 6.73%
- 10Y*
- 9.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CISMX vs. FASPX - Expense Ratio Comparison
CISMX has a 1.00% expense ratio, which is lower than FASPX's 1.37% expense ratio.
Return for Risk
CISMX vs. FASPX — Risk / Return Rank
CISMX
FASPX
CISMX vs. FASPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clarkston Partners Fund (CISMX) and Fidelity Advisor Value Strategies Fund Class M (FASPX). 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.
| CISMX | FASPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.25 | 1.08 | -1.34 |
Sortino ratioReturn per unit of downside risk | -0.24 | 1.65 | -1.89 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.22 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | -0.43 | 1.61 | -2.04 |
Martin ratioReturn relative to average drawdown | -1.04 | 6.47 | -7.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CISMX | FASPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.25 | 1.08 | -1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.33 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.44 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.40 | -0.04 |
Correlation
The correlation between CISMX and FASPX is 0.87, 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
CISMX vs. FASPX - Dividend Comparison
CISMX's dividend yield for the trailing twelve months is around 4.77%, less than FASPX's 8.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CISMX Clarkston Partners Fund | 4.77% | 4.65% | 1.05% | 3.76% | 16.95% | 0.81% | 3.73% | 3.79% | 7.15% | 1.30% | 1.17% | 0.09% |
FASPX Fidelity Advisor Value Strategies Fund Class M | 8.78% | 9.32% | 0.00% | 2.40% | 1.93% | 7.80% | 0.55% | 4.98% | 15.67% | 7.26% | 21.61% | 0.80% |
Drawdowns
CISMX vs. FASPX - Drawdown Comparison
The maximum CISMX drawdown since its inception was -33.80%, smaller than the maximum FASPX drawdown of -70.11%. Use the drawdown chart below to compare losses from any high point for CISMX and FASPX.
Loading graphics...
Drawdown Indicators
| CISMX | FASPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.80% | -70.11% | +36.31% |
Max Drawdown (1Y)Largest decline over 1 year | -11.26% | -15.26% | +4.00% |
Max Drawdown (5Y)Largest decline over 5 years | -21.19% | -34.53% | +13.34% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -48.02% | +14.22% |
Current DrawdownCurrent decline from peak | -16.58% | -7.29% | -9.29% |
Average DrawdownAverage peak-to-trough decline | -6.55% | -9.87% | +3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 3.79% | +0.91% |
Volatility
CISMX vs. FASPX - Volatility Comparison
The current volatility for Clarkston Partners Fund (CISMX) is 5.49%, while Fidelity Advisor Value Strategies Fund Class M (FASPX) has a volatility of 6.16%. This indicates that CISMX experiences smaller price fluctuations and is considered to be less risky than FASPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CISMX | FASPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 6.16% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 12.82% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.91% | 22.61% | -2.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.39% | 20.66% | -3.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.22% | 21.98% | -3.76% |