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FANCX vs. VUSFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FANCX vs. VUSFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Short-Term Bond Fund Class C (FANCX) and Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX). The values are adjusted to include any dividend payments, if applicable.

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FANCX vs. VUSFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
VUSFX
Vanguard Ultra-Short-Term Bond Fund Admiral Shares
0.61%5.11%6.11%5.53%-0.38%0.08%2.10%3.39%2.10%1.37%

Returns By Period

In the year-to-date period, FANCX achieves a -0.37% return, which is significantly lower than VUSFX's 0.61% return.


FANCX

1D
0.12%
1M
-0.94%
YTD
-0.37%
6M
0.48%
1Y
2.57%
3Y*
3.49%
5Y*
1.11%
10Y*

VUSFX

1D
0.05%
1M
-0.10%
YTD
0.61%
6M
1.76%
1Y
4.42%
3Y*
5.35%
5Y*
3.36%
10Y*
2.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FANCX vs. VUSFX - Expense Ratio Comparison

FANCX has a 1.51% expense ratio, which is higher than VUSFX's 0.10% expense ratio.


Return for Risk

FANCX vs. VUSFX — Risk / Return Rank

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

FANCX
FANCX Risk / Return Rank: 8787
Overall Rank
FANCX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
FANCX Sortino Ratio Rank: 8888
Sortino Ratio Rank
FANCX Omega Ratio Rank: 8585
Omega Ratio Rank
FANCX Calmar Ratio Rank: 9191
Calmar Ratio Rank
FANCX Martin Ratio Rank: 8989
Martin Ratio Rank

VUSFX
VUSFX Risk / Return Rank: 100100
Overall Rank
VUSFX Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
VUSFX Sortino Ratio Rank: 100100
Sortino Ratio Rank
VUSFX Omega Ratio Rank: 100100
Omega Ratio Rank
VUSFX Calmar Ratio Rank: 100100
Calmar Ratio Rank
VUSFX Martin Ratio Rank: 100100
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FANCX vs. VUSFX - 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 Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX). 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.


FANCXVUSFXDifference

Sharpe ratio

Return per unit of total volatility

1.49

6.62

-5.13

Sortino ratio

Return per unit of downside risk

2.43

11.85

-9.42

Omega ratio

Gain probability vs. loss probability

1.35

3.64

-2.29

Calmar ratio

Return relative to maximum drawdown

2.64

12.88

-10.24

Martin ratio

Return relative to average drawdown

9.74

74.39

-64.65

FANCX vs. VUSFX - Sharpe Ratio Comparison

The current FANCX Sharpe Ratio is 1.49, which is lower than the VUSFX Sharpe Ratio of 6.62. The chart below compares the historical Sharpe Ratios of FANCX and VUSFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FANCXVUSFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.49

6.62

-5.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

4.19

-3.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

3.93

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

3.93

-3.34

Correlation

The correlation between FANCX and VUSFX is 0.58, 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

FANCX vs. VUSFX - Dividend Comparison

FANCX's dividend yield for the trailing twelve months is around 2.91%, less than VUSFX's 4.23% yield.


TTM2025202420232022202120202019201820172016
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%
VUSFX
Vanguard Ultra-Short-Term Bond Fund Admiral Shares
4.23%4.73%5.52%4.15%1.38%0.53%1.62%2.68%2.23%1.52%1.07%

Drawdowns

FANCX vs. VUSFX - Drawdown Comparison

The maximum FANCX drawdown since its inception was -7.79%, which is greater than VUSFX's maximum drawdown of -1.71%. Use the drawdown chart below to compare losses from any high point for FANCX and VUSFX.


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Drawdown Indicators


FANCXVUSFXDifference

Max Drawdown

Largest peak-to-trough decline

-7.79%

-1.71%

-6.08%

Max Drawdown (1Y)

Largest decline over 1 year

-1.18%

-0.35%

-0.83%

Max Drawdown (5Y)

Largest decline over 5 years

-7.35%

-1.71%

-5.64%

Max Drawdown (10Y)

Largest decline over 10 years

-1.71%

Current Drawdown

Current decline from peak

-0.94%

-0.10%

-0.84%

Average Drawdown

Average peak-to-trough decline

-1.57%

-0.15%

-1.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.32%

0.06%

+0.26%

Volatility

FANCX vs. VUSFX - Volatility Comparison

Fidelity Advisor Short-Term Bond Fund Class C (FANCX) has a higher volatility of 0.58% compared to Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) at 0.27%. This indicates that FANCX's price experiences larger fluctuations and is considered to be riskier than VUSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FANCXVUSFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.58%

0.27%

+0.31%

Volatility (6M)

Calculated over the trailing 6-month period

1.20%

0.43%

+0.77%

Volatility (1Y)

Calculated over the trailing 1-year period

1.93%

0.67%

+1.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.09%

0.81%

+1.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.77%

0.68%

+1.09%