FARFX vs. FFRHX
Compare and contrast key facts about Fidelity Advisor Managed Retirement 2025 Fund Class A (FARFX) and Fidelity Floating Rate High Income Fund (FFRHX).
FARFX is managed by Blackrock. It was launched on Dec 31, 2007. FFRHX is managed by Fidelity. It was launched on Aug 16, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FARFX or FFRHX.
Correlation
The correlation between FARFX and FFRHX is 0.29, 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.
Performance
FARFX vs. FFRHX - Performance Comparison
Key characteristics
FARFX:
1.60
FFRHX:
3.23
FARFX:
2.32
FFRHX:
9.63
FARFX:
1.29
FFRHX:
3.12
FARFX:
0.94
FFRHX:
9.54
FARFX:
7.22
FFRHX:
45.36
FARFX:
1.43%
FFRHX:
0.18%
FARFX:
6.45%
FFRHX:
2.54%
FARFX:
-40.75%
FFRHX:
-22.19%
FARFX:
-2.26%
FFRHX:
-0.32%
Returns By Period
In the year-to-date period, FARFX achieves a 2.85% return, which is significantly higher than FFRHX's 0.28% return. Over the past 10 years, FARFX has underperformed FFRHX with an annualized return of 1.39%, while FFRHX has yielded a comparatively higher 4.77% annualized return.
FARFX
2.85%
3.64%
2.73%
9.60%
2.74%
1.39%
FFRHX
0.28%
0.28%
4.53%
8.36%
5.55%
4.77%
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FARFX vs. FFRHX - Expense Ratio Comparison
FARFX has a 0.73% expense ratio, which is higher than FFRHX's 0.67% expense ratio.
Risk-Adjusted Performance
FARFX vs. FFRHX — Risk-Adjusted Performance Rank
FARFX
FFRHX
FARFX vs. FFRHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Managed Retirement 2025 Fund Class A (FARFX) and Fidelity Floating Rate High Income Fund (FFRHX). 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.
Dividends
FARFX vs. FFRHX - Dividend Comparison
FARFX's dividend yield for the trailing twelve months is around 2.30%, less than FFRHX's 8.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FARFX Fidelity Advisor Managed Retirement 2025 Fund Class A | 2.30% | 2.34% | 2.15% | 2.85% | 2.10% | 0.87% | 1.51% | 1.71% | 1.31% | 1.41% | 3.88% | 2.59% |
FFRHX Fidelity Floating Rate High Income Fund | 8.24% | 8.33% | 8.25% | 5.06% | 3.27% | 3.85% | 5.17% | 4.75% | 4.01% | 3.94% | 4.25% | 4.00% |
Drawdowns
FARFX vs. FFRHX - Drawdown Comparison
The maximum FARFX drawdown since its inception was -40.75%, which is greater than FFRHX's maximum drawdown of -22.19%. Use the drawdown chart below to compare losses from any high point for FARFX and FFRHX. For additional features, visit the drawdowns tool.
Volatility
FARFX vs. FFRHX - Volatility Comparison
Fidelity Advisor Managed Retirement 2025 Fund Class A (FARFX) has a higher volatility of 1.90% compared to Fidelity Floating Rate High Income Fund (FFRHX) at 0.66%. This indicates that FARFX's price experiences larger fluctuations and is considered to be riskier than FFRHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.