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FAPMX vs. ARTHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FAPMX vs. ARTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Healthy Future Fund (FAPMX) and Artisan Global Equity Fund (ARTHX). The values are adjusted to include any dividend payments, if applicable.

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FAPMX vs. ARTHX - Yearly Performance Comparison


2026 (YTD)2025202420232022
FAPMX
Fidelity Advisor Healthy Future Fund
-6.62%7.56%17.12%18.85%-4.79%
ARTHX
Artisan Global Equity Fund
0.31%45.58%16.80%11.89%-0.15%

Returns By Period

In the year-to-date period, FAPMX achieves a -6.62% return, which is significantly lower than ARTHX's 0.31% return.


FAPMX

1D
0.08%
1M
-9.52%
YTD
-6.62%
6M
-4.08%
1Y
5.12%
3Y*
8.82%
5Y*
10Y*

ARTHX

1D
-1.10%
1M
-9.94%
YTD
0.31%
6M
1.11%
1Y
36.09%
3Y*
22.10%
5Y*
9.96%
10Y*
13.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FAPMX vs. ARTHX - Expense Ratio Comparison

FAPMX has a 1.04% expense ratio, which is lower than ARTHX's 1.28% expense ratio.


Return for Risk

FAPMX vs. ARTHX — Risk / Return Rank

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

FAPMX
FAPMX Risk / Return Rank: 1414
Overall Rank
FAPMX Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
FAPMX Sortino Ratio Rank: 1313
Sortino Ratio Rank
FAPMX Omega Ratio Rank: 1313
Omega Ratio Rank
FAPMX Calmar Ratio Rank: 1414
Calmar Ratio Rank
FAPMX Martin Ratio Rank: 1515
Martin Ratio Rank

ARTHX
ARTHX Risk / Return Rank: 9393
Overall Rank
ARTHX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
ARTHX Sortino Ratio Rank: 9393
Sortino Ratio Rank
ARTHX Omega Ratio Rank: 9191
Omega Ratio Rank
ARTHX Calmar Ratio Rank: 9393
Calmar Ratio Rank
ARTHX Martin Ratio Rank: 9595
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.

FAPMX vs. ARTHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Healthy Future Fund (FAPMX) and Artisan Global Equity Fund (ARTHX). 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.


FAPMXARTHXDifference

Sharpe ratio

Return per unit of total volatility

0.36

2.17

-1.80

Sortino ratio

Return per unit of downside risk

0.61

2.79

-2.19

Omega ratio

Gain probability vs. loss probability

1.08

1.42

-0.34

Calmar ratio

Return relative to maximum drawdown

0.37

2.83

-2.46

Martin ratio

Return relative to average drawdown

1.45

13.17

-11.72

FAPMX vs. ARTHX - Sharpe Ratio Comparison

The current FAPMX Sharpe Ratio is 0.36, which is lower than the ARTHX Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of FAPMX and ARTHX, 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


FAPMXARTHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.36

2.17

-1.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.77

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.71

-0.20

Correlation

The correlation between FAPMX and ARTHX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

FAPMX vs. ARTHX - Dividend Comparison

FAPMX's dividend yield for the trailing twelve months is around 1.55%, less than ARTHX's 23.31% yield.


TTM20252024202320222021202020192018201720162015
FAPMX
Fidelity Advisor Healthy Future Fund
1.55%1.44%0.07%0.07%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ARTHX
Artisan Global Equity Fund
23.31%23.39%11.32%0.89%0.88%18.02%11.98%8.76%18.13%0.66%0.00%2.17%

Drawdowns

FAPMX vs. ARTHX - Drawdown Comparison

The maximum FAPMX drawdown since its inception was -16.95%, smaller than the maximum ARTHX drawdown of -37.42%. Use the drawdown chart below to compare losses from any high point for FAPMX and ARTHX.


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Drawdown Indicators


FAPMXARTHXDifference

Max Drawdown

Largest peak-to-trough decline

-16.95%

-37.42%

+20.47%

Max Drawdown (1Y)

Largest decline over 1 year

-10.27%

-10.30%

+0.03%

Max Drawdown (5Y)

Largest decline over 5 years

-37.42%

Max Drawdown (10Y)

Largest decline over 10 years

-37.42%

Current Drawdown

Current decline from peak

-10.20%

-10.16%

-0.04%

Average Drawdown

Average peak-to-trough decline

-4.11%

-7.19%

+3.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.62%

2.52%

+0.10%

Volatility

FAPMX vs. ARTHX - Volatility Comparison

The current volatility for Fidelity Advisor Healthy Future Fund (FAPMX) is 5.06%, while Artisan Global Equity Fund (ARTHX) has a volatility of 5.92%. This indicates that FAPMX experiences smaller price fluctuations and is considered to be less risky than ARTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FAPMXARTHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.06%

5.92%

-0.86%

Volatility (6M)

Calculated over the trailing 6-month period

8.34%

10.35%

-2.01%

Volatility (1Y)

Calculated over the trailing 1-year period

14.59%

16.18%

-1.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.22%

17.54%

-2.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.22%

17.50%

-2.28%