Correlation
The correlation between FAHDX and BND is -0.16. 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.
FAHDX vs. BND
Compare and contrast key facts about Fidelity Advisor High Income Advantage Fund Class A (FAHDX) and Vanguard Total Bond Market ETF (BND).
FAHDX is managed by Fidelity. It was launched on Jan 5, 1987. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAHDX or BND.
Performance
FAHDX vs. BND - Performance Comparison
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Key characteristics
FAHDX:
1.10
BND:
1.10
FAHDX:
1.57
BND:
1.60
FAHDX:
1.22
BND:
1.19
FAHDX:
1.11
BND:
0.47
FAHDX:
4.20
BND:
2.79
FAHDX:
1.84%
BND:
2.11%
FAHDX:
6.92%
BND:
5.32%
FAHDX:
-48.84%
BND:
-18.84%
FAHDX:
-0.36%
BND:
-7.09%
Returns By Period
In the year-to-date period, FAHDX achieves a 1.91% return, which is significantly lower than BND's 2.49% return. Over the past 10 years, FAHDX has outperformed BND with an annualized return of 5.84%, while BND has yielded a comparatively lower 1.54% annualized return.
FAHDX
1.91%
2.88%
1.10%
7.65%
6.99%
8.23%
5.84%
BND
2.49%
-0.67%
0.77%
5.82%
1.52%
-1.00%
1.54%
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FAHDX vs. BND - Expense Ratio Comparison
FAHDX has a 0.99% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
FAHDX vs. BND — Risk-Adjusted Performance Rank
FAHDX
BND
FAHDX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor High Income Advantage Fund Class A (FAHDX) and Vanguard Total Bond Market ETF (BND). 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.
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Dividends
FAHDX vs. BND - Dividend Comparison
FAHDX's dividend yield for the trailing twelve months is around 4.59%, more than BND's 3.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAHDX Fidelity Advisor High Income Advantage Fund Class A | 4.59% | 4.69% | 4.87% | 7.90% | 5.00% | 3.47% | 4.26% | 5.74% | 4.65% | 4.50% | 5.08% | 4.24% |
BND Vanguard Total Bond Market ETF | 3.74% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
FAHDX vs. BND - Drawdown Comparison
The maximum FAHDX drawdown since its inception was -48.84%, which is greater than BND's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for FAHDX and BND.
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Volatility
FAHDX vs. BND - Volatility Comparison
Fidelity Advisor High Income Advantage Fund Class A (FAHDX) has a higher volatility of 1.85% compared to Vanguard Total Bond Market ETF (BND) at 1.52%. This indicates that FAHDX's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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