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FARMX vs. RSNYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FARMX vs. RSNYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Agricultural Productivity Fund (FARMX) and Victory Global Energy Transition Fund Class Y (RSNYX). The values are adjusted to include any dividend payments, if applicable.

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FARMX vs. RSNYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
FARMX
Fidelity Agricultural Productivity Fund
21.77%7.99%-4.83%-11.61%13.68%23.36%53.58%
RSNYX
Victory Global Energy Transition Fund Class Y
16.97%70.14%16.28%-8.32%35.48%83.62%121.88%

Returns By Period

In the year-to-date period, FARMX achieves a 21.77% return, which is significantly higher than RSNYX's 16.97% return.


FARMX

1D
1.15%
1M
-1.34%
YTD
21.77%
6M
23.47%
1Y
25.74%
3Y*
4.36%
5Y*
5.27%
10Y*

RSNYX

1D
1.29%
1M
0.29%
YTD
16.97%
6M
31.99%
1Y
107.70%
3Y*
27.81%
5Y*
30.50%
10Y*
14.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FARMX vs. RSNYX - Expense Ratio Comparison

FARMX has a 0.99% expense ratio, which is lower than RSNYX's 1.15% expense ratio.


Return for Risk

FARMX vs. RSNYX — Risk / Return Rank

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

FARMX
FARMX Risk / Return Rank: 7575
Overall Rank
FARMX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
FARMX Sortino Ratio Rank: 8282
Sortino Ratio Rank
FARMX Omega Ratio Rank: 7070
Omega Ratio Rank
FARMX Calmar Ratio Rank: 8989
Calmar Ratio Rank
FARMX Martin Ratio Rank: 5656
Martin Ratio Rank

RSNYX
RSNYX Risk / Return Rank: 9898
Overall Rank
RSNYX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
RSNYX Sortino Ratio Rank: 9898
Sortino Ratio Rank
RSNYX Omega Ratio Rank: 9797
Omega Ratio Rank
RSNYX Calmar Ratio Rank: 9999
Calmar Ratio Rank
RSNYX Martin Ratio Rank: 9999
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.

FARMX vs. RSNYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Agricultural Productivity Fund (FARMX) and Victory Global Energy Transition Fund Class Y (RSNYX). 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.


FARMXRSNYXDifference

Sharpe ratio

Return per unit of total volatility

1.48

4.10

-2.62

Sortino ratio

Return per unit of downside risk

2.19

4.48

-2.29

Omega ratio

Gain probability vs. loss probability

1.28

1.66

-0.38

Calmar ratio

Return relative to maximum drawdown

2.48

7.39

-4.91

Martin ratio

Return relative to average drawdown

5.72

27.44

-21.71

FARMX vs. RSNYX - Sharpe Ratio Comparison

The current FARMX Sharpe Ratio is 1.48, which is lower than the RSNYX Sharpe Ratio of 4.10. The chart below compares the historical Sharpe Ratios of FARMX and RSNYX, 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


FARMXRSNYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.48

4.10

-2.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

1.21

-0.93

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.12

+0.67

Correlation

The correlation between FARMX and RSNYX is 0.62, 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.


Dividends

FARMX vs. RSNYX - Dividend Comparison

FARMX's dividend yield for the trailing twelve months is around 1.52%, less than RSNYX's 3.75% yield.


TTM2025202420232022202120202019
FARMX
Fidelity Agricultural Productivity Fund
1.52%1.85%2.29%1.33%1.17%0.71%0.45%0.00%
RSNYX
Victory Global Energy Transition Fund Class Y
3.75%4.39%1.89%2.67%1.07%0.04%0.26%0.25%

Drawdowns

FARMX vs. RSNYX - Drawdown Comparison

The maximum FARMX drawdown since its inception was -30.27%, smaller than the maximum RSNYX drawdown of -89.31%. Use the drawdown chart below to compare losses from any high point for FARMX and RSNYX.


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Drawdown Indicators


FARMXRSNYXDifference

Max Drawdown

Largest peak-to-trough decline

-30.27%

-89.31%

+59.04%

Max Drawdown (1Y)

Largest decline over 1 year

-11.17%

-14.33%

+3.16%

Max Drawdown (5Y)

Largest decline over 5 years

-30.27%

-25.28%

-4.99%

Max Drawdown (10Y)

Largest decline over 10 years

-84.10%

Current Drawdown

Current decline from peak

-1.61%

-0.60%

-1.01%

Average Drawdown

Average peak-to-trough decline

-13.12%

-32.59%

+19.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.89%

3.86%

+1.03%

Volatility

FARMX vs. RSNYX - Volatility Comparison

The current volatility for Fidelity Agricultural Productivity Fund (FARMX) is 5.66%, while Victory Global Energy Transition Fund Class Y (RSNYX) has a volatility of 6.67%. This indicates that FARMX experiences smaller price fluctuations and is considered to be less risky than RSNYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FARMXRSNYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.66%

6.67%

-1.01%

Volatility (6M)

Calculated over the trailing 6-month period

12.29%

19.26%

-6.97%

Volatility (1Y)

Calculated over the trailing 1-year period

18.29%

26.82%

-8.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.98%

25.49%

-6.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.83%

31.79%

-11.96%