FADTX vs. XLK

In the year-to-date period, FADTX achieves a -10.10% return, which is significantly lower than XLK's -6.25% return. Over the past 10 years, FADTX has underperformed XLK with an annualized return of 11.76%, while XLK has yielded a comparatively higher 19.17% annualized return.

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FADTX has a 0.97% expense ratio, which is higher than XLK's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class A (FADTX) and Technology Select Sector SPDR Fund (XLK). 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 FADTX Sharpe Ratio is 0.02, which is lower than the XLK Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of FADTX and XLK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FADTX has not paid dividends to shareholders, while XLK's dividend yield for the trailing twelve months is around 0.72%.

The maximum FADTX drawdown since its inception was -82.49%, roughly equal to the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for FADTX and XLK. For additional features, visit the drawdowns tool.

Fidelity Advisor Technology Fund Class A (FADTX) has a higher volatility of 10.22% compared to Technology Select Sector SPDR Fund (XLK) at 9.34%. This indicates that FADTX's price experiences larger fluctuations and is considered to be riskier than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.