FADTX vs. FELAX
Compare and contrast key facts about Fidelity Advisor Technology Fund Class A (FADTX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
FADTX is managed by Fidelity. It was launched on Sep 3, 1996. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FADTX or FELAX.
Key characteristics
| FADTX | FELAX | |
|---|---|---|
| YTD Return | 33.75% | 40.54% |
| 1Y Return | 36.92% | 48.38% |
| 3Y Return (Ann) | 4.20% | 14.62% |
| 5Y Return (Ann) | 17.38% | 26.76% |
| 10Y Return (Ann) | 14.61% | 21.18% |
| Sharpe Ratio | 1.60 | 1.38 |
| Sortino Ratio | 2.14 | 1.90 |
| Omega Ratio | 1.28 | 1.25 |
| Calmar Ratio | 1.76 | 2.01 |
| Martin Ratio | 7.48 | 5.71 |
| Ulcer Index | 4.95% | 8.54% |
| Daily Std Dev | 23.13% | 35.40% |
| Max Drawdown | -82.49% | -71.33% |
| Current Drawdown | -0.93% | -9.94% |
Correlation
The correlation between FADTX and FELAX is 0.89, 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.
Performance
FADTX vs. FELAX - Performance Comparison
In the year-to-date period, FADTX achieves a 33.75% return, which is significantly lower than FELAX's 40.54% return. Over the past 10 years, FADTX has underperformed FELAX with an annualized return of 14.61%, while FELAX has yielded a comparatively higher 21.18% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FADTX vs. FELAX - Expense Ratio Comparison
FADTX has a 0.97% expense ratio, which is lower than FELAX's 1.01% expense ratio.
Risk-Adjusted Performance
FADTX vs. FELAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class A (FADTX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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.
Dividends
FADTX vs. FELAX - Dividend Comparison
Neither FADTX nor FELAX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FADTX Fidelity Advisor Technology Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.55% | 8.64% | 1.22% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.26% | 0.61% | 0.49% | 0.24% | 10.72% | 0.04% | 0.00% |
Drawdowns
FADTX vs. FELAX - Drawdown Comparison
The maximum FADTX drawdown since its inception was -82.49%, which is greater than FELAX's maximum drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for FADTX and FELAX. For additional features, visit the drawdowns tool.
Volatility
FADTX vs. FELAX - Volatility Comparison
The current volatility for Fidelity Advisor Technology Fund Class A (FADTX) is 5.93%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 8.74%. This indicates that FADTX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.