FAPMX vs. XLK

In the year-to-date period, FAPMX achieves a -2.04% return, which is significantly lower than XLK's -0.52% return.

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FAPMX has a 1.04% expense ratio, which is higher than XLK's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Healthy Future Fund (FAPMX) and Technology Select Sector SPDR Fund (XLK). 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.

The current FAPMX Sharpe Ratio is 0.20, which is lower than the XLK Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of FAPMX and XLK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FAPMX's dividend yield for the trailing twelve months is around 0.07%, less than XLK's 0.68% yield.

The maximum FAPMX drawdown since its inception was -16.95%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for FAPMX and XLK.

The current volatility for Fidelity Advisor Healthy Future Fund (FAPMX) is 4.21%, while Technology Select Sector SPDR Fund (XLK) has a volatility of 6.47%. This indicates that FAPMX experiences smaller price fluctuations and is considered to be less risky than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.