EQPGX vs. PDRDX

In the year-to-date period, EQPGX achieves a -7.84% return, which is significantly lower than PDRDX's 3.59% return. Over the past 10 years, EQPGX has outperformed PDRDX with an annualized return of 8.07%, while PDRDX has yielded a comparatively lower 2.19% annualized return.

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EQPGX has a 0.71% expense ratio, which is lower than PDRDX's 0.83% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class I (EQPGX) and Principal Diversified Real Asset Fund (PDRDX). 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 EQPGX Sharpe Ratio is -0.07, which is lower than the PDRDX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of EQPGX and PDRDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EQPGX has not paid dividends to shareholders, while PDRDX's dividend yield for the trailing twelve months is around 2.14%.

The maximum EQPGX drawdown since its inception was -61.96%, which is greater than PDRDX's maximum drawdown of -28.55%. Use the drawdown chart below to compare losses from any high point for EQPGX and PDRDX. For additional features, visit the drawdowns tool.

Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a higher volatility of 15.16% compared to Principal Diversified Real Asset Fund (PDRDX) at 7.66%. This indicates that EQPGX's price experiences larger fluctuations and is considered to be riskier than PDRDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.