FARSX vs. F
FARSX (Fidelity Advisor Managed Retirement 2015 Fund Class A) is Target Retirement Date fund managed by BlackRock, while F (Ford Motor Company) is a stock. Over the past 10 years, FARSX returned 5.42%/yr vs 6.87%/yr for F. A 0.55 correlation means they provide meaningful diversification when combined.
Performance
FARSX vs. F - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FARSX achieves a 4.67% return, which is significantly lower than F's 22.56% return. Over the past 10 years, FARSX has underperformed F with an annualized return of 5.42%, while F has yielded a comparatively higher 6.87% annualized return.
FARSX
- 1D
- 0.24%
- 1M
- 1.81%
- YTD
- 4.67%
- 6M
- 4.96%
- 1Y
- 11.76%
- 3Y*
- 8.38%
- 5Y*
- 3.13%
- 10Y*
- 5.42%
F
- 1D
- -2.72%
- 1M
- 38.33%
- YTD
- 22.56%
- 6M
- 22.84%
- 1Y
- 61.77%
- 3Y*
- 15.26%
- 5Y*
- 4.77%
- 10Y*
- 6.87%
FARSX vs. F - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FARSX Fidelity Advisor Managed Retirement 2015 Fund Class A | 4.67% | 10.71% | 4.91% | 9.25% | -13.76% | 5.06% | 10.62% | 14.14% | -3.90% | 11.79% |
F Ford Motor Company | 22.56% | 42.35% | -13.10% | 10.18% | -42.18% | 137.48% | -3.88% | 29.64% | -34.35% | 8.73% |
Correlation
The correlation between FARSX and F is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2007 | 0.55 |
The correlation between FARSX and F shifts across timeframes, from 0.40 (3 years) to 0.55 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FARSX vs. F — Risk / Return Rank
FARSX
F
FARSX vs. F - Risk-Adjusted Trends 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.
| FARSX | F | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.79 | ||
| Sortino ratioReturn per unit of downside risk | +0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.32 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 3.00 | 2.78 | +0.22 |
| Martin ratioReturn relative to average drawdown | 12.85 | 7.48 | +5.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| FARSX | F | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.46 | 1.68 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.12 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.18 | +0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.16 | +0.34 |
Drawdowns
FARSX vs. F - Drawdown Comparison
The maximum FARSX drawdown since its inception was -40.28%, smaller than the maximum F drawdown of -97.07%. Use the drawdown chart below to compare losses from any high point for FARSX and F.
Loading charts...
Drawdown Indicators
| FARSX | F | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.28% | -97.07% | +56.79% |
Max Drawdown (1Y)Largest decline over 1 year | -3.95% | -22.31% | +18.36% |
Max Drawdown (3Y)Largest decline over 3 years | -6.03% | -36.51% | +30.48% |
Max Drawdown (5Y)Largest decline over 5 years | -18.75% | -58.62% | +39.87% |
Max Drawdown (10Y)Largest decline over 10 years | -18.75% | -64.77% | +46.02% |
Current DrawdownCurrent decline from peak | 0.00% | -30.68% | +30.68% |
Average DrawdownAverage peak-to-trough decline | -5.03% | -44.70% | +39.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 8.29% | -7.37% |
Volatility
FARSX vs. F - Volatility Comparison
The current volatility for Fidelity Advisor Managed Retirement 2015 Fund Class A (FARSX) is 1.88%, while Ford Motor Company (F) has a volatility of 21.29%. 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.
Loading charts...
Volatility by Period
| FARSX | F | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.88% | 21.29% | -19.41% |
Volatility (6M)Calculated over the trailing 6-month period | 3.98% | 29.05% | -25.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.81% | 37.02% | -32.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.37% | 39.38% | -33.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.35% | 37.46% | -31.11% |
Dividends
FARSX vs. F - Dividend Comparison
FARSX's dividend yield for the trailing twelve months is around 2.59%, less than F's 3.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
F Ford Motor Company | 3.82% | 5.72% | 7.88% | 4.92% | 4.30% | 0.48% | 1.71% | 6.45% | 9.54% | 5.20% | 7.01% | 4.26% |
FARSX Fidelity Advisor Managed Retirement 2015 Fund Class A | 2.59% | 2.63% | 2.64% | 2.32% | 4.65% | 4.97% | 3.17% | 3.05% | 6.06% | 23.98% | 1.80% | 4.22% |
Frequently Asked Questions
FARSX and F have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
F has higher volatility (21.29%) compared to FARSX (1.88%). In terms of maximum drawdown, FARSX dropped -40.28% vs F's -97.07%.
FARSX currently has the higher Sharpe Ratio (2.46 vs 1.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for FARSX and F
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer