EPGAX vs. TRRDX

In the year-to-date period, EPGAX achieves a -5.62% return, which is significantly lower than TRRDX's 1.44% return. Over the past 10 years, EPGAX has outperformed TRRDX with an annualized return of 7.34%, while TRRDX has yielded a comparatively lower 3.41% annualized return.

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EPGAX has a 0.97% expense ratio, which is higher than TRRDX's 0.61% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class A (EPGAX) and T. Rowe Price Retirement 2040 Fund (TRRDX). 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.

The current EPGAX Sharpe Ratio is -0.20, which is lower than the TRRDX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of EPGAX and TRRDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EPGAX has not paid dividends to shareholders, while TRRDX's dividend yield for the trailing twelve months is around 1.52%.

The maximum EPGAX drawdown since its inception was -62.95%, which is greater than TRRDX's maximum drawdown of -56.43%. Use the drawdown chart below to compare losses from any high point for EPGAX and TRRDX. For additional features, visit the drawdowns tool.

Fidelity Advisor Equity Growth Fund Class A (EPGAX) has a higher volatility of 7.83% compared to T. Rowe Price Retirement 2040 Fund (TRRDX) at 4.69%. This indicates that EPGAX's price experiences larger fluctuations and is considered to be riskier than TRRDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.