FAGAX vs. UNH
FAGAX (Fidelity Advisor Growth Opportunities Fund Class A) is Large Cap Growth Equities fund managed by Fidelity, while UNH (UnitedHealth Group Incorporated) is a stock. Over the past 10 years, FAGAX returned 21.75%/yr vs 13.32%/yr for UNH. At a 0.33 correlation, their price movements are largely independent.
Performance
FAGAX vs. UNH - Performance Comparison
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Returns By Period
In the year-to-date period, FAGAX achieves a 11.01% return, which is significantly lower than UNH's 24.71% return. Over the past 10 years, FAGAX has outperformed UNH with an annualized return of 21.75%, while UNH has yielded a comparatively lower 13.32% annualized return.
FAGAX
- 1D
- 2.38%
- 1M
- -0.91%
- YTD
- 11.01%
- 6M
- 12.09%
- 1Y
- 31.34%
- 3Y*
- 28.84%
- 5Y*
- 11.54%
- 10Y*
- 21.75%
UNH
- 1D
- 0.73%
- 1M
- 1.83%
- YTD
- 24.71%
- 6M
- 20.44%
- 1Y
- 31.88%
- 3Y*
- -4.10%
- 5Y*
- 2.27%
- 10Y*
- 13.32%
FAGAX vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | 11.01% | 22.17% | 38.71% | 45.14% | -38.40% | 11.31% | 68.60% | 40.26% | 14.87% | 34.66% |
UNH UnitedHealth Group Incorporated | 24.71% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 39.83% |
Correlation
The correlation between FAGAX and UNH is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1993 | 0.33 |
Over the past year, the correlation between FAGAX and UNH has dropped to 0.11 - well below their long-term average of 0.33, suggesting their price drivers have been diverging.
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Return for Risk
FAGAX vs. UNH — Risk / Return Rank
FAGAX
UNH
FAGAX vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and UnitedHealth Group Incorporated (UNH). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FAGAX | UNH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.85 | ||
| Sortino ratioReturn per unit of downside risk | +0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.19 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.11 | +0.85 |
| Martin ratioReturn relative to average drawdown | 7.18 | 2.43 | +4.76 |
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Drawdowns
FAGAX vs. UNH - Drawdown Comparison
The maximum FAGAX drawdown since its inception was -65.24%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for FAGAX and UNH.
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Drawdown Indicators
| FAGAX | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.24% | -74.37% | +9.13% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -28.96% | +12.77% |
Max Drawdown (3Y)Largest decline over 3 years | -26.62% | -61.39% | +34.77% |
Max Drawdown (5Y)Largest decline over 5 years | -44.70% | -61.39% | +16.69% |
Max Drawdown (10Y)Largest decline over 10 years | -44.70% | -61.39% | +16.69% |
Current DrawdownCurrent decline from peak | -4.97% | -32.27% | +27.30% |
Average DrawdownAverage peak-to-trough decline | -15.19% | -14.77% | -0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.39% | 13.19% | -8.80% |
Volatility
FAGAX vs. UNH - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and UnitedHealth Group Incorporated (UNH) have volatilities of 7.26% and 7.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAGAX | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.26% | 7.60% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 15.42% | 30.86% | -15.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.16% | 40.10% | -20.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.95% | 31.87% | -6.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.95% | 30.18% | -6.23% |
Dividends
FAGAX vs. UNH - Dividend Comparison
FAGAX's dividend yield for the trailing twelve months is around 3.70%, more than UNH's 2.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | 3.70% | 4.11% | 0.00% | 0.00% | 0.00% | 10.19% | 5.45% | 4.10% | 11.99% | 7.67% | 15.44% | 11.12% |
UNH UnitedHealth Group Incorporated | 2.16% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Frequently Asked Questions
FAGAX and UNH have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UNH has higher volatility (7.60%) compared to FAGAX (7.26%). In terms of maximum drawdown, FAGAX dropped -65.24% vs UNH's -74.37%.
FAGAX currently has the higher Sharpe Ratio (1.65 vs 0.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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