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FACNX vs. ANDIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FACNX vs. ANDIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Canada Fund Class A (FACNX) and AQR International Defensive Style Fund (ANDIX). The values are adjusted to include any dividend payments, if applicable.

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FACNX vs. ANDIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FACNX
Fidelity Advisor Canada Fund Class A
0.21%25.49%8.83%14.33%-6.44%26.44%4.11%25.42%-14.59%12.81%
ANDIX
AQR International Defensive Style Fund
-0.25%21.41%2.83%12.06%-14.26%7.59%8.43%18.39%-10.35%22.86%

Returns By Period

In the year-to-date period, FACNX achieves a 0.21% return, which is significantly higher than ANDIX's -0.25% return. Over the past 10 years, FACNX has outperformed ANDIX with an annualized return of 9.85%, while ANDIX has yielded a comparatively lower 6.30% annualized return.


FACNX

1D
-0.20%
1M
-6.92%
YTD
0.21%
6M
4.90%
1Y
23.45%
3Y*
14.38%
5Y*
10.99%
10Y*
9.85%

ANDIX

1D
0.50%
1M
-8.31%
YTD
-0.25%
6M
2.13%
1Y
13.15%
3Y*
9.32%
5Y*
4.98%
10Y*
6.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FACNX vs. ANDIX - Expense Ratio Comparison

FACNX has a 1.12% expense ratio, which is higher than ANDIX's 0.55% expense ratio.


Return for Risk

FACNX vs. ANDIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FACNX
FACNX Risk / Return Rank: 8484
Overall Rank
FACNX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
FACNX Sortino Ratio Rank: 8383
Sortino Ratio Rank
FACNX Omega Ratio Rank: 7979
Omega Ratio Rank
FACNX Calmar Ratio Rank: 8686
Calmar Ratio Rank
FACNX Martin Ratio Rank: 8989
Martin Ratio Rank

ANDIX
ANDIX Risk / Return Rank: 5353
Overall Rank
ANDIX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
ANDIX Sortino Ratio Rank: 4949
Sortino Ratio Rank
ANDIX Omega Ratio Rank: 4747
Omega Ratio Rank
ANDIX Calmar Ratio Rank: 6161
Calmar Ratio Rank
ANDIX Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FACNX vs. ANDIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Canada Fund Class A (FACNX) and AQR International Defensive Style Fund (ANDIX). 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.


FACNXANDIXDifference

Sharpe ratio

Return per unit of total volatility

1.55

0.99

+0.56

Sortino ratio

Return per unit of downside risk

2.14

1.40

+0.74

Omega ratio

Gain probability vs. loss probability

1.31

1.20

+0.11

Calmar ratio

Return relative to maximum drawdown

2.18

1.42

+0.76

Martin ratio

Return relative to average drawdown

9.74

5.30

+4.44

FACNX vs. ANDIX - Sharpe Ratio Comparison

The current FACNX Sharpe Ratio is 1.55, which is higher than the ANDIX Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of FACNX and ANDIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FACNXANDIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.55

0.99

+0.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.39

+0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

0.47

+0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.49

-0.22

Correlation

The correlation between FACNX and ANDIX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

FACNX vs. ANDIX - Dividend Comparison

FACNX's dividend yield for the trailing twelve months is around 5.40%, more than ANDIX's 4.76% yield.


TTM20252024202320222021202020192018201720162015
FACNX
Fidelity Advisor Canada Fund Class A
5.40%5.41%7.14%3.06%3.79%4.86%2.28%4.13%6.91%0.89%1.31%0.15%
ANDIX
AQR International Defensive Style Fund
4.76%4.74%2.29%3.02%2.00%2.53%1.73%2.51%2.40%3.30%1.47%2.09%

Drawdowns

FACNX vs. ANDIX - Drawdown Comparison

The maximum FACNX drawdown since its inception was -58.18%, which is greater than ANDIX's maximum drawdown of -27.59%. Use the drawdown chart below to compare losses from any high point for FACNX and ANDIX.


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Drawdown Indicators


FACNXANDIXDifference

Max Drawdown

Largest peak-to-trough decline

-58.18%

-27.59%

-30.59%

Max Drawdown (1Y)

Largest decline over 1 year

-10.12%

-8.76%

-1.36%

Max Drawdown (5Y)

Largest decline over 5 years

-21.12%

-27.59%

+6.47%

Max Drawdown (10Y)

Largest decline over 10 years

-39.88%

-27.59%

-12.29%

Current Drawdown

Current decline from peak

-7.63%

-8.31%

+0.68%

Average Drawdown

Average peak-to-trough decline

-12.25%

-5.33%

-6.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.27%

2.35%

-0.08%

Volatility

FACNX vs. ANDIX - Volatility Comparison

The current volatility for Fidelity Advisor Canada Fund Class A (FACNX) is 4.35%, while AQR International Defensive Style Fund (ANDIX) has a volatility of 5.12%. This indicates that FACNX experiences smaller price fluctuations and is considered to be less risky than ANDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FACNXANDIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.35%

5.12%

-0.77%

Volatility (6M)

Calculated over the trailing 6-month period

10.17%

8.12%

+2.05%

Volatility (1Y)

Calculated over the trailing 1-year period

15.54%

12.93%

+2.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.94%

12.75%

+3.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.49%

13.44%

+4.05%