FAGOX vs. MRFOX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) and Marshfield Concentrated Opportunity Fund (MRFOX).
FAGOX is managed by Fidelity. It was launched on Nov 18, 1987. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Performance
FAGOX vs. MRFOX - Performance Comparison
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FAGOX vs. MRFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAGOX Fidelity Advisor Growth Opportunities Fund Class M | -9.60% | 21.86% | 38.37% | 44.80% | -38.56% | 11.05% | 68.19% | 39.94% | 14.61% | 34.34% |
MRFOX Marshfield Concentrated Opportunity Fund | -2.97% | 10.05% | 17.10% | 17.68% | 5.06% | 17.71% | 15.19% | 36.26% | 1.89% | 25.92% |
Returns By Period
In the year-to-date period, FAGOX achieves a -9.60% return, which is significantly lower than MRFOX's -2.97% return. Over the past 10 years, FAGOX has outperformed MRFOX with an annualized return of 18.91%, while MRFOX has yielded a comparatively lower 15.31% annualized return.
FAGOX
- 1D
- 4.76%
- 1M
- -5.84%
- YTD
- -9.60%
- 6M
- -8.63%
- 1Y
- 22.40%
- 3Y*
- 24.51%
- 5Y*
- 7.64%
- 10Y*
- 18.91%
MRFOX
- 1D
- 1.16%
- 1M
- -4.29%
- YTD
- -2.97%
- 6M
- -3.36%
- 1Y
- 3.66%
- 3Y*
- 12.79%
- 5Y*
- 10.99%
- 10Y*
- 15.31%
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FAGOX vs. MRFOX - Expense Ratio Comparison
FAGOX has a 1.28% expense ratio, which is higher than MRFOX's 1.05% expense ratio.
Return for Risk
FAGOX vs. MRFOX — Risk / Return Rank
FAGOX
MRFOX
FAGOX vs. MRFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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.
| FAGOX | MRFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.33 | +0.65 |
Sortino ratioReturn per unit of downside risk | 1.49 | 0.57 | +0.92 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.07 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 0.68 | +0.75 |
Martin ratioReturn relative to average drawdown | 5.15 | 1.75 | +3.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FAGOX | MRFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.33 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.92 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 1.07 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 1.06 | -0.49 |
Correlation
The correlation between FAGOX and MRFOX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FAGOX vs. MRFOX - Dividend Comparison
FAGOX's dividend yield for the trailing twelve months is around 4.65%, more than MRFOX's 1.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGOX Fidelity Advisor Growth Opportunities Fund Class M | 4.65% | 4.21% | 0.00% | 0.00% | 0.00% | 10.01% | 5.29% | 4.15% | 12.10% | 7.48% | 15.51% | 11.14% |
MRFOX Marshfield Concentrated Opportunity Fund | 1.67% | 1.62% | 4.59% | 0.46% | 0.35% | 6.78% | 2.68% | 1.39% | 1.94% | 2.06% | 0.60% | 0.00% |
Drawdowns
FAGOX vs. MRFOX - Drawdown Comparison
The maximum FAGOX drawdown since its inception was -65.31%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for FAGOX and MRFOX.
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Drawdown Indicators
| FAGOX | MRFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.31% | -29.10% | -36.21% |
Max Drawdown (1Y)Largest decline over 1 year | -16.27% | -7.09% | -9.18% |
Max Drawdown (5Y)Largest decline over 5 years | -44.84% | -12.98% | -31.86% |
Max Drawdown (10Y)Largest decline over 10 years | -44.84% | -29.10% | -15.74% |
Current DrawdownCurrent decline from peak | -12.29% | -5.32% | -6.97% |
Average DrawdownAverage peak-to-trough decline | -13.60% | -2.37% | -11.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.52% | 2.77% | +1.75% |
Volatility
FAGOX vs. MRFOX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) has a higher volatility of 8.51% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 3.04%. This indicates that FAGOX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAGOX | MRFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.51% | 3.04% | +5.47% |
Volatility (6M)Calculated over the trailing 6-month period | 14.81% | 7.08% | +7.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.42% | 11.83% | +12.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.88% | 12.04% | +12.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.83% | 14.29% | +9.54% |