PortfoliosLab logoPortfoliosLab logo
FAPDX vs. FCVFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FAPDX vs. FCVFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Sustainable Low Duration Bond FundFidelity SAI Sustainable Emerging Markets Equity Fund (FAPDX) and Fidelity Advisor Value Fund Class C (FCVFX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FAPDX vs. FCVFX - Yearly Performance Comparison


2026 (YTD)2025202420232022
FAPDX
Fidelity Sustainable Low Duration Bond FundFidelity SAI Sustainable Emerging Markets Equity Fund
0.49%4.57%5.32%5.03%0.57%
FCVFX
Fidelity Advisor Value Fund Class C
0.00%10.14%24.29%18.53%-10.01%

Returns By Period


FAPDX

1D
0.10%
1M
-0.20%
YTD
0.49%
6M
1.53%
1Y
3.92%
3Y*
4.75%
5Y*
10Y*

FCVFX

1D
-0.70%
1M
-8.82%
YTD
0.00%
6M
4.58%
1Y
16.79%
3Y*
17.09%
5Y*
10.56%
10Y*
11.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FAPDX vs. FCVFX - Expense Ratio Comparison

FAPDX has a 0.35% expense ratio, which is lower than FCVFX's 1.90% expense ratio.


Return for Risk

FAPDX vs. FCVFX — Risk / Return Rank

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

FAPDX
FAPDX Risk / Return Rank: 9999
Overall Rank
FAPDX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
FAPDX Sortino Ratio Rank: 9999
Sortino Ratio Rank
FAPDX Omega Ratio Rank: 9999
Omega Ratio Rank
FAPDX Calmar Ratio Rank: 100100
Calmar Ratio Rank
FAPDX Martin Ratio Rank: 100100
Martin Ratio Rank

FCVFX
FCVFX Risk / Return Rank: 3737
Overall Rank
FCVFX Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
FCVFX Sortino Ratio Rank: 3939
Sortino Ratio Rank
FCVFX Omega Ratio Rank: 3434
Omega Ratio Rank
FCVFX Calmar Ratio Rank: 3636
Calmar Ratio Rank
FCVFX Martin Ratio Rank: 3838
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.

FAPDX vs. FCVFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable Low Duration Bond FundFidelity SAI Sustainable Emerging Markets Equity Fund (FAPDX) and Fidelity Advisor Value Fund Class C (FCVFX). 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.


FAPDXFCVFXDifference

Sharpe ratio

Return per unit of total volatility

3.80

0.78

+3.02

Sortino ratio

Return per unit of downside risk

9.07

1.25

+7.82

Omega ratio

Gain probability vs. loss probability

2.94

1.17

+1.77

Calmar ratio

Return relative to maximum drawdown

14.12

0.98

+13.14

Martin ratio

Return relative to average drawdown

57.65

4.01

+53.64

FAPDX vs. FCVFX - Sharpe Ratio Comparison

The current FAPDX Sharpe Ratio is 3.80, which is higher than the FCVFX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of FAPDX and FCVFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FAPDXFCVFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.80

0.78

+3.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

3.99

0.39

+3.60

Correlation

The correlation between FAPDX and FCVFX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

FAPDX vs. FCVFX - Dividend Comparison

FAPDX's dividend yield for the trailing twelve months is around 4.26%, less than FCVFX's 8.22% yield.


TTM20252024202320222021202020192018201720162015
FAPDX
Fidelity Sustainable Low Duration Bond FundFidelity SAI Sustainable Emerging Markets Equity Fund
4.26%4.40%4.81%3.21%0.77%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FCVFX
Fidelity Advisor Value Fund Class C
8.22%8.22%25.20%0.12%0.00%4.16%0.00%2.46%14.34%2.34%0.00%1.94%

Drawdowns

FAPDX vs. FCVFX - Drawdown Comparison

The maximum FAPDX drawdown since its inception was -0.49%, smaller than the maximum FCVFX drawdown of -65.18%. Use the drawdown chart below to compare losses from any high point for FAPDX and FCVFX.


Loading graphics...

Drawdown Indicators


FAPDXFCVFXDifference

Max Drawdown

Largest peak-to-trough decline

-0.49%

-65.18%

+64.69%

Max Drawdown (1Y)

Largest decline over 1 year

-0.29%

-14.97%

+14.68%

Max Drawdown (5Y)

Largest decline over 5 years

-23.11%

Max Drawdown (10Y)

Largest decline over 10 years

-48.67%

Current Drawdown

Current decline from peak

-0.20%

-9.99%

+9.79%

Average Drawdown

Average peak-to-trough decline

-0.06%

-9.12%

+9.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.07%

3.66%

-3.59%

Volatility

FAPDX vs. FCVFX - Volatility Comparison

The current volatility for Fidelity Sustainable Low Duration Bond FundFidelity SAI Sustainable Emerging Markets Equity Fund (FAPDX) is 0.28%, while Fidelity Advisor Value Fund Class C (FCVFX) has a volatility of 5.31%. This indicates that FAPDX experiences smaller price fluctuations and is considered to be less risky than FCVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FAPDXFCVFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.28%

5.31%

-5.03%

Volatility (6M)

Calculated over the trailing 6-month period

0.79%

11.64%

-10.85%

Volatility (1Y)

Calculated over the trailing 1-year period

1.10%

21.51%

-20.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.01%

21.28%

-20.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.01%

22.51%

-21.50%