FANAX vs. XLE

In the year-to-date period, FANAX achieves a -1.73% return, which is significantly lower than XLE's -0.74% return. Over the past 10 years, FANAX has underperformed XLE with an annualized return of 3.29%, while XLE has yielded a comparatively higher 4.55% annualized return.

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FANAX has a 1.05% expense ratio, which is higher than XLE's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Energy Fund Class A (FANAX) and Energy Select Sector SPDR Fund (XLE). 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 FANAX Sharpe Ratio is -0.45, which is lower than the XLE Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of FANAX and XLE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FANAX's dividend yield for the trailing twelve months is around 0.97%, less than XLE's 3.39% yield.

The maximum FANAX drawdown since its inception was -76.21%, which is greater than XLE's maximum drawdown of -71.54%. Use the drawdown chart below to compare losses from any high point for FANAX and XLE. For additional features, visit the drawdowns tool.

Fidelity Advisor Energy Fund Class A (FANAX) and Energy Select Sector SPDR Fund (XLE) have volatilities of 6.94% and 6.68%, 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.