EFIPX vs. FZROX
Compare and contrast key facts about Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) and Fidelity ZERO Total Market Index Fund (FZROX).
EFIPX is managed by Fidelity. It was launched on Feb 2, 1984. FZROX is managed by Fidelity.
Performance
EFIPX vs. FZROX - Performance Comparison
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EFIPX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EFIPX Fidelity Advisor Limited Term Bond Fund Class I | -0.40% | 6.70% | 4.34% | 6.01% | -6.35% | -1.41% | 5.13% | 6.00% | 0.76% |
FZROX Fidelity ZERO Total Market Index Fund | -6.77% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Returns By Period
In the year-to-date period, EFIPX achieves a -0.40% return, which is significantly higher than FZROX's -6.77% return.
EFIPX
- 1D
- 0.17%
- 1M
- -1.37%
- YTD
- -0.40%
- 6M
- 0.86%
- 1Y
- 4.20%
- 3Y*
- 4.87%
- 5Y*
- 1.90%
- 10Y*
- 2.25%
FZROX
- 1D
- -0.45%
- 1M
- -7.71%
- YTD
- -6.77%
- 6M
- -4.49%
- 1Y
- 14.82%
- 3Y*
- 16.81%
- 5Y*
- 10.36%
- 10Y*
- —
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EFIPX vs. FZROX - Expense Ratio Comparison
EFIPX has a 0.50% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
EFIPX vs. FZROX — Risk / Return Rank
EFIPX
FZROX
EFIPX vs. FZROX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) and Fidelity ZERO Total Market Index Fund (FZROX). 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.
| EFIPX | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.95 | 0.84 | +1.11 |
Sortino ratioReturn per unit of downside risk | 3.13 | 1.30 | +1.83 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.20 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.96 | 1.05 | +1.91 |
Martin ratioReturn relative to average drawdown | 11.82 | 5.11 | +6.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EFIPX | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.95 | 0.84 | +1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.60 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.18 | 0.61 | +0.58 |
Correlation
The correlation between EFIPX and FZROX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EFIPX vs. FZROX - Dividend Comparison
EFIPX's dividend yield for the trailing twelve months is around 3.70%, more than FZROX's 1.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFIPX Fidelity Advisor Limited Term Bond Fund Class I | 3.70% | 3.93% | 2.81% | 2.15% | 1.20% | 1.21% | 2.35% | 2.41% | 2.26% | 1.74% | 1.82% | 1.55% |
FZROX Fidelity ZERO Total Market Index Fund | 1.10% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EFIPX vs. FZROX - Drawdown Comparison
The maximum EFIPX drawdown since its inception was -13.33%, smaller than the maximum FZROX drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for EFIPX and FZROX.
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Drawdown Indicators
| EFIPX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.33% | -34.96% | +21.63% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -12.44% | +10.81% |
Max Drawdown (5Y)Largest decline over 5 years | -9.76% | -25.12% | +15.36% |
Max Drawdown (10Y)Largest decline over 10 years | -9.96% | — | — |
Current DrawdownCurrent decline from peak | -1.37% | -8.89% | +7.52% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -5.61% | +3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.41% | 2.56% | -2.15% |
Volatility
EFIPX vs. FZROX - Volatility Comparison
The current volatility for Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) is 0.81%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 4.41%. This indicates that EFIPX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EFIPX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.81% | 4.41% | -3.60% |
Volatility (6M)Calculated over the trailing 6-month period | 1.48% | 9.34% | -7.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.34% | 18.49% | -16.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.76% | 17.40% | -14.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.41% | 20.25% | -17.84% |