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FATEX vs. NWJCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FATEX vs. NWJCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Technology Fund Class M (FATEX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX). The values are adjusted to include any dividend payments, if applicable.

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FATEX vs. NWJCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FATEX
Fidelity Advisor Technology Fund Class M
0.00%24.05%34.69%58.93%-36.34%26.95%63.52%50.18%-8.78%49.01%
NWJCX
Nationwide NYSE Arca Tech 100 Index Fund
-2.18%19.96%18.77%41.70%-21.56%25.46%24.25%33.67%0.51%31.31%

Returns By Period


FATEX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

NWJCX

1D
-1.78%
1M
-8.81%
YTD
-2.18%
6M
-0.54%
1Y
24.17%
3Y*
21.03%
5Y*
12.73%
10Y*
17.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FATEX vs. NWJCX - Expense Ratio Comparison

FATEX has a 1.21% expense ratio, which is higher than NWJCX's 0.65% expense ratio.


Return for Risk

FATEX vs. NWJCX — Risk / Return Rank

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

FATEX

NWJCX
NWJCX Risk / Return Rank: 6666
Overall Rank
NWJCX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
NWJCX Sortino Ratio Rank: 6565
Sortino Ratio Rank
NWJCX Omega Ratio Rank: 5959
Omega Ratio Rank
NWJCX Calmar Ratio Rank: 7474
Calmar Ratio Rank
NWJCX Martin Ratio Rank: 7373
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.

FATEX vs. NWJCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class M (FATEX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

FATEX vs. NWJCX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


FATEXNWJCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

Sharpe Ratio (All Time)

Calculated using the full available price history

0.75

Correlation

The correlation between FATEX and NWJCX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

FATEX vs. NWJCX - Dividend Comparison

FATEX's dividend yield for the trailing twelve months is around 12.39%, more than NWJCX's 4.41% yield.


TTM20252024202320222021202020192018201720162015
FATEX
Fidelity Advisor Technology Fund Class M
12.39%12.39%8.86%4.29%4.07%13.60%8.26%2.48%25.20%8.44%1.60%4.60%
NWJCX
Nationwide NYSE Arca Tech 100 Index Fund
4.41%4.27%31.15%11.59%17.83%8.74%5.04%1.98%2.59%3.94%0.74%0.64%

Drawdowns

FATEX vs. NWJCX - Drawdown Comparison


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Drawdown Indicators


FATEXNWJCXDifference

Max Drawdown

Largest peak-to-trough decline

-31.31%

Max Drawdown (1Y)

Largest decline over 1 year

-12.75%

Max Drawdown (5Y)

Largest decline over 5 years

-31.31%

Max Drawdown (10Y)

Largest decline over 10 years

-31.31%

Current Drawdown

Current decline from peak

-10.18%

Average Drawdown

Average peak-to-trough decline

-5.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.12%

Volatility

FATEX vs. NWJCX - Volatility Comparison


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Volatility by Period


FATEXNWJCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.71%

Volatility (6M)

Calculated over the trailing 6-month period

13.81%

Volatility (1Y)

Calculated over the trailing 1-year period

22.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.34%