PortfoliosLab logo
FAHCX vs. FPFD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FAHCX and FPFD is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

FAHCX vs. FPFD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor High Income Advantage Fund Class I (FAHCX) and Fidelity Preferred Securities & Income ETF (FPFD). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

FAHCX:

6.75%

FPFD:

1.42%

Max Drawdown

FAHCX:

-48.54%

FPFD:

0.00%

Current Drawdown

FAHCX:

-2.23%

FPFD:

0.00%

Returns By Period


FAHCX

YTD

0.08%

1M

3.42%

6M

-0.52%

1Y

6.09%

5Y*

7.83%

10Y*

5.36%

FPFD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FAHCX vs. FPFD - Expense Ratio Comparison

FAHCX has a 0.74% expense ratio, which is higher than FPFD's 0.59% expense ratio.


Risk-Adjusted Performance

FAHCX vs. FPFD — Risk-Adjusted Performance Rank

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

FAHCX
The Risk-Adjusted Performance Rank of FAHCX is 8282
Overall Rank
The Sharpe Ratio Rank of FAHCX is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of FAHCX is 7979
Sortino Ratio Rank
The Omega Ratio Rank of FAHCX is 8282
Omega Ratio Rank
The Calmar Ratio Rank of FAHCX is 8585
Calmar Ratio Rank
The Martin Ratio Rank of FAHCX is 8282
Martin Ratio Rank

FPFD
The Risk-Adjusted Performance Rank of FPFD is 7878
Overall Rank
The Sharpe Ratio Rank of FPFD is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of FPFD is 8181
Sortino Ratio Rank
The Omega Ratio Rank of FPFD is 8080
Omega Ratio Rank
The Calmar Ratio Rank of FPFD is 7777
Calmar Ratio Rank
The Martin Ratio Rank of FPFD is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FAHCX vs. FPFD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor High Income Advantage Fund Class I (FAHCX) and Fidelity Preferred Securities & Income ETF (FPFD). 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.



Loading data...

Dividends

FAHCX vs. FPFD - Dividend Comparison

FAHCX's dividend yield for the trailing twelve months is around 4.55%, less than FPFD's 5.05% yield.


TTM20242023202220212020201920182017201620152014
FAHCX
Fidelity Advisor High Income Advantage Fund Class I
4.55%4.96%5.12%4.73%3.23%3.71%4.45%6.10%4.94%4.74%5.28%4.71%
FPFD
Fidelity Preferred Securities & Income ETF
5.05%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FAHCX vs. FPFD - Drawdown Comparison

The maximum FAHCX drawdown since its inception was -48.54%, which is greater than FPFD's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for FAHCX and FPFD. For additional features, visit the drawdowns tool.


Loading data...

Volatility

FAHCX vs. FPFD - Volatility Comparison


Loading data...