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EQPIX vs. SHXPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EQPIX vs. SHXPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Equity Income Fund Class I (EQPIX) and American Beacon Shapiro Equity Opportunities Fund (SHXPX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


EQPIX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

SHXPX

1D
0.06%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EQPIX vs. SHXPX - Yearly Performance Comparison


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Return for Risk

EQPIX vs. SHXPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Income Fund Class I (EQPIX) and American Beacon Shapiro Equity Opportunities Fund (SHXPX). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

EQPIX vs. SHXPX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


EQPIXSHXPXDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

23.86

Drawdowns

EQPIX vs. SHXPX - Drawdown Comparison


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Drawdown Indicators


EQPIXSHXPXDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

Current Drawdown

Current decline from peak

0.00%

Average Drawdown

Average peak-to-trough decline

0.00%

Volatility

EQPIX vs. SHXPX - Volatility Comparison


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Volatility by Period


EQPIXSHXPXDifference

Volatility (1Y)

Calculated over the trailing 1-year period

2.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.38%

EQPIX vs. SHXPX - Expense Ratio Comparison

EQPIX has a 0.65% expense ratio, which is lower than SHXPX's 1.21% expense ratio.


Dividends

EQPIX vs. SHXPX - Dividend Comparison

Neither EQPIX nor SHXPX has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
EQPIX
Fidelity Advisor Equity Income Fund Class I
0.00%4.49%1.48%4.77%5.81%10.67%2.31%7.87%16.21%9.88%3.18%10.56%
SHXPX
American Beacon Shapiro Equity Opportunities Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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