FATEX vs. VTAPX

In the year-to-date period, FATEX achieves a -14.01% return, which is significantly lower than VTAPX's 3.70% return. Over the past 10 years, FATEX has outperformed VTAPX with an annualized return of 10.59%, while VTAPX has yielded a comparatively lower 2.81% annualized return.

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

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.

The current FATEX Sharpe Ratio is 0.00, which is lower than the VTAPX Sharpe Ratio of 4.16. The chart below compares the historical Sharpe Ratios of FATEX and VTAPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FATEX has not paid dividends to shareholders, while VTAPX's dividend yield for the trailing twelve months is around 2.73%.

The maximum FATEX drawdown since its inception was -82.59%, which is greater than VTAPX's maximum drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for FATEX and VTAPX. For additional features, visit the drawdowns tool.

Fidelity Advisor Technology Fund Class M (FATEX) has a higher volatility of 20.75% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) at 0.95%. This indicates that FATEX's price experiences larger fluctuations and is considered to be riskier than VTAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.