EPGAX vs. USD=X
EPGAX (Fidelity Advisor Equity Growth Fund Class A) is Large Cap Growth Equities fund managed by Fidelity, while USD=X (USD Cash) is a currency. Over the past 10 years, EPGAX returned 17.17%/yr vs 0.00%/yr for USD=X.
Performance
EPGAX vs. USD=X - Performance Comparison
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Returns By Period
EPGAX
- 1D
- 2.41%
- 1M
- -2.18%
- YTD
- 9.95%
- 6M
- 11.02%
- 1Y
- 22.35%
- 3Y*
- 17.84%
- 5Y*
- 10.31%
- 10Y*
- 17.17%
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
EPGAX vs. USD=X - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPGAX Fidelity Advisor Equity Growth Fund Class A | 9.95% | 14.27% | 15.57% | 35.25% | -24.67% | 22.66% | 43.38% | 33.69% | -0.04% | 34.83% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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Return for Risk
EPGAX vs. USD=X — Risk / Return Rank
EPGAX
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EPGAX vs. USD=X - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class A (EPGAX) and USD Cash (USD=X). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EPGAX | USD=X | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.24 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | — | — |
| Martin ratioReturn relative to average drawdown | 6.64 | — | — |
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Drawdowns
EPGAX vs. USD=X - Drawdown Comparison
The maximum EPGAX drawdown since its inception was -63.20%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for EPGAX and USD=X.
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Drawdown Indicators
| EPGAX | USD=X | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.20% | 0.00% | -63.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.67% | 0.00% | -12.67% |
Max Drawdown (3Y)Largest decline over 3 years | -30.60% | 0.00% | -30.60% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | 0.00% | -30.60% |
Max Drawdown (10Y)Largest decline over 10 years | -31.17% | 0.00% | -31.17% |
Current DrawdownCurrent decline from peak | -4.68% | 0.00% | -4.68% |
Average DrawdownAverage peak-to-trough decline | -16.23% | 0.00% | -16.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 0.00% | +3.40% |
Volatility
EPGAX vs. USD=X - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class A (EPGAX) has a higher volatility of 6.93% compared to USD Cash (USD=X) at 0.00%. This indicates that EPGAX's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPGAX | USD=X | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.93% | 0.00% | +6.93% |
Volatility (6M)Calculated over the trailing 6-month period | 13.97% | 0.00% | +13.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.25% | 0.00% | +17.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.92% | 0.00% | +20.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.90% | 0.00% | +20.90% |
Frequently Asked Questions
EPGAX has higher volatility (6.93%) compared to USD=X (0.00%). In terms of maximum drawdown, EPGAX dropped -63.20% vs USD=X's 0.00%.
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