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FATEX vs. VTAPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FATEX vs. VTAPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Technology Fund Class M (FATEX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX). The values are adjusted to include any dividend payments, if applicable.

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FATEX vs. VTAPX - 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%
VTAPX
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares
0.97%6.03%4.73%4.59%-2.84%5.26%4.97%4.85%0.53%0.82%

Returns By Period


FATEX

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

VTAPX

1D
0.28%
1M
0.04%
YTD
0.97%
6M
1.31%
1Y
3.86%
3Y*
4.67%
5Y*
3.48%
10Y*
3.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FATEX vs. VTAPX - Expense Ratio Comparison

FATEX has a 1.21% expense ratio, which is higher than VTAPX's 0.06% expense ratio.


Return for Risk

FATEX vs. VTAPX — Risk / Return Rank

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

FATEX

VTAPX
VTAPX Risk / Return Rank: 9696
Overall Rank
VTAPX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
VTAPX Sortino Ratio Rank: 9696
Sortino Ratio Rank
VTAPX Omega Ratio Rank: 9494
Omega Ratio Rank
VTAPX Calmar Ratio Rank: 9898
Calmar Ratio Rank
VTAPX Martin Ratio Rank: 9696
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. VTAPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class M (FATEX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX). 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. VTAPX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


FATEXVTAPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.37

Sharpe Ratio (All Time)

Calculated using the full available price history

1.04

Correlation

The correlation between FATEX and VTAPX is 0.04, 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.


Dividends

FATEX vs. VTAPX - Dividend Comparison

FATEX's dividend yield for the trailing twelve months is around 12.39%, more than VTAPX's 3.55% 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%
VTAPX
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares
3.55%3.78%2.68%2.84%6.82%4.67%1.19%1.94%2.45%1.52%0.76%0.00%

Drawdowns

FATEX vs. VTAPX - Drawdown Comparison


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Drawdown Indicators


FATEXVTAPXDifference

Max Drawdown

Largest peak-to-trough decline

-5.33%

Max Drawdown (1Y)

Largest decline over 1 year

-0.92%

Max Drawdown (5Y)

Largest decline over 5 years

-5.33%

Max Drawdown (10Y)

Largest decline over 10 years

-5.33%

Current Drawdown

Current decline from peak

-0.28%

Average Drawdown

Average peak-to-trough decline

-1.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.29%

Volatility

FATEX vs. VTAPX - Volatility Comparison


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Volatility by Period


FATEXVTAPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.59%

Volatility (6M)

Calculated over the trailing 6-month period

0.96%

Volatility (1Y)

Calculated over the trailing 1-year period

1.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.23%