Correlation
The correlation between FANIX and FNARX 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.
FANIX vs. FNARX
Compare and contrast key facts about Fidelity Advisor Energy Fund Class I (FANIX) and Fidelity Natural Resources Fund (FNARX).
FANIX is managed by Fidelity. It was launched on Jul 3, 1995. FNARX is managed by Fidelity. It was launched on Mar 3, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FANIX or FNARX.
Performance
FANIX vs. FNARX - Performance Comparison
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Key characteristics
FANIX:
-0.42
FNARX:
-0.20
FANIX:
-0.47
FNARX:
-0.23
FANIX:
0.93
FNARX:
0.97
FANIX:
-0.48
FNARX:
-0.30
FANIX:
-1.50
FNARX:
-0.88
FANIX:
8.30%
FNARX:
7.00%
FANIX:
26.60%
FNARX:
21.90%
FANIX:
-75.75%
FNARX:
-70.83%
FANIX:
-16.82%
FNARX:
-7.85%
Returns By Period
In the year-to-date period, FANIX achieves a -4.11% return, which is significantly lower than FNARX's 6.49% return. Over the past 10 years, FANIX has underperformed FNARX with an annualized return of 3.50%, while FNARX has yielded a comparatively higher 4.82% annualized return.
FANIX
-4.11%
4.07%
-11.43%
-11.22%
0.71%
22.31%
3.50%
FNARX
6.49%
5.04%
-2.13%
-4.44%
5.02%
21.36%
4.82%
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FANIX vs. FNARX - Expense Ratio Comparison
FANIX has a 0.76% expense ratio, which is lower than FNARX's 0.82% expense ratio.
Risk-Adjusted Performance
FANIX vs. FNARX — Risk-Adjusted Performance Rank
FANIX
FNARX
FANIX vs. FNARX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Energy Fund Class I (FANIX) and Fidelity Natural Resources Fund (FNARX). 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
FANIX vs. FNARX - Dividend Comparison
FANIX's dividend yield for the trailing twelve months is around 1.03%, less than FNARX's 1.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FANIX Fidelity Advisor Energy Fund Class I | 1.03% | 0.98% | 2.21% | 2.19% | 2.28% | 3.40% | 1.81% | 1.27% | 1.62% | 0.44% | 1.02% | 6.30% |
FNARX Fidelity Natural Resources Fund | 1.58% | 1.51% | 1.60% | 2.42% | 1.46% | 1.79% | 1.42% | 1.22% | 1.38% | 0.62% | 0.78% | 6.65% |
Drawdowns
FANIX vs. FNARX - Drawdown Comparison
The maximum FANIX drawdown since its inception was -75.75%, which is greater than FNARX's maximum drawdown of -70.83%. Use the drawdown chart below to compare losses from any high point for FANIX and FNARX.
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Volatility
FANIX vs. FNARX - Volatility Comparison
Fidelity Advisor Energy Fund Class I (FANIX) has a higher volatility of 5.61% compared to Fidelity Natural Resources Fund (FNARX) at 3.77%. This indicates that FANIX's price experiences larger fluctuations and is considered to be riskier than FNARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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