FARSX vs. F
Compare and contrast key facts about Fidelity Advisor Managed Retirement 2015 Fund Class A (FARSX) and Ford Motor Company (F).
FARSX is managed by Blackrock. It was launched on Aug 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FARSX or F.
Correlation
The correlation between FARSX and F is 0.55, 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.
Performance
FARSX vs. F - Performance Comparison
Key characteristics
FARSX:
1.50
F:
-0.51
FARSX:
2.19
F:
-0.47
FARSX:
1.27
F:
0.93
FARSX:
0.64
F:
-0.33
FARSX:
5.95
F:
-0.89
FARSX:
1.29%
F:
20.63%
FARSX:
5.12%
F:
35.70%
FARSX:
-40.28%
F:
-95.49%
FARSX:
-4.62%
F:
-53.49%
Returns By Period
In the year-to-date period, FARSX achieves a 2.45% return, which is significantly higher than F's -3.09% return. Over the past 10 years, FARSX has outperformed F with an annualized return of 0.68%, while F has yielded a comparatively lower -0.29% annualized return.
FARSX
2.45%
1.78%
1.56%
7.86%
1.64%
0.68%
F
-3.09%
-5.76%
-8.95%
-18.74%
7.99%
-0.29%
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Risk-Adjusted Performance
FARSX vs. F — Risk-Adjusted Performance Rank
FARSX
F
FARSX vs. F - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Managed Retirement 2015 Fund Class A (FARSX) and Ford Motor Company (F). 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
FARSX vs. F - Dividend Comparison
FARSX's dividend yield for the trailing twelve months is around 2.61%, less than F's 8.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FARSX Fidelity Advisor Managed Retirement 2015 Fund Class A | 2.61% | 2.64% | 2.39% | 3.00% | 1.99% | 0.84% | 1.60% | 1.79% | 1.34% | 1.41% | 3.66% | 2.56% |
F Ford Motor Company | 8.07% | 7.88% | 10.25% | 4.30% | 0.48% | 1.71% | 6.45% | 9.54% | 5.20% | 7.01% | 4.26% | 3.23% |
Drawdowns
FARSX vs. F - Drawdown Comparison
The maximum FARSX drawdown since its inception was -40.28%, smaller than the maximum F drawdown of -95.49%. Use the drawdown chart below to compare losses from any high point for FARSX and F. For additional features, visit the drawdowns tool.
Volatility
FARSX vs. F - Volatility Comparison
The current volatility for Fidelity Advisor Managed Retirement 2015 Fund Class A (FARSX) is 1.29%, while Ford Motor Company (F) has a volatility of 11.29%. This indicates that FARSX experiences smaller price fluctuations and is considered to be less risky than F based on this measure. The chart below showcases a comparison of their rolling one-month volatility.