FANCX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Short-Term Bond Fund Class C (FANCX) and Fidelity 500 Index Fund (FXAIX).
FANCX is managed by Fidelity. It was launched on Jul 12, 2016. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FANCX vs. FXAIX - Performance Comparison
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FANCX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FANCX Fidelity Advisor Short-Term Bond Fund Class C | -0.37% | 4.38% | 3.74% | 3.91% | -4.63% | -1.81% | 2.74% | 2.90% | 0.23% | -0.02% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FANCX achieves a -0.37% return, which is significantly higher than FXAIX's -7.05% return.
FANCX
- 1D
- 0.12%
- 1M
- -0.94%
- YTD
- -0.37%
- 6M
- 0.48%
- 1Y
- 2.57%
- 3Y*
- 3.49%
- 5Y*
- 1.11%
- 10Y*
- —
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FANCX vs. FXAIX - Expense Ratio Comparison
FANCX has a 1.51% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FANCX vs. FXAIX — Risk / Return Rank
FANCX
FXAIX
FANCX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Short-Term Bond Fund Class C (FANCX) and Fidelity 500 Index Fund (FXAIX). 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.
| FANCX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 0.84 | +0.65 |
Sortino ratioReturn per unit of downside risk | 2.43 | 1.30 | +1.13 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.20 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.64 | 1.05 | +1.58 |
Martin ratioReturn relative to average drawdown | 9.74 | 5.13 | +4.62 |
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
| FANCX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 0.84 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.68 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.75 | -0.16 |
Correlation
The correlation between FANCX and FXAIX is -0.01. 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.
Dividends
FANCX vs. FXAIX - Dividend Comparison
FANCX's dividend yield for the trailing twelve months is around 2.91%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FANCX Fidelity Advisor Short-Term Bond Fund Class C | 2.91% | 3.20% | 2.95% | 1.75% | 0.15% | 0.36% | 1.68% | 1.00% | 0.69% | 0.21% | 0.07% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FANCX vs. FXAIX - Drawdown Comparison
The maximum FANCX drawdown since its inception was -7.79%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FANCX and FXAIX.
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Drawdown Indicators
| FANCX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.79% | -33.79% | +26.00% |
Max Drawdown (1Y)Largest decline over 1 year | -1.18% | -12.13% | +10.95% |
Max Drawdown (5Y)Largest decline over 5 years | -7.35% | -24.50% | +17.15% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -0.94% | -8.89% | +7.95% |
Average DrawdownAverage peak-to-trough decline | -1.57% | -3.83% | +2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.32% | 2.50% | -2.18% |
Volatility
FANCX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor Short-Term Bond Fund Class C (FANCX) is 0.58%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.24%. This indicates that FANCX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FANCX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 4.24% | -3.66% |
Volatility (6M)Calculated over the trailing 6-month period | 1.20% | 9.08% | -7.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.93% | 18.13% | -16.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.09% | 16.88% | -14.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.77% | 18.03% | -16.26% |