FATIX vs. FOCPX

In the year-to-date period, FATIX achieves a -5.22% return, which is significantly higher than FOCPX's -6.29% return. Over the past 10 years, FATIX has outperformed FOCPX with an annualized return of 20.27%, while FOCPX has yielded a comparatively lower 16.14% annualized return.

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FATIX has a 0.71% expense ratio, which is lower than FOCPX's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class I (FATIX) and Fidelity OTC Portfolio (FOCPX). 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 FATIX Sharpe Ratio is 0.44, which is comparable to the FOCPX Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of FATIX and FOCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FATIX has not paid dividends to shareholders, while FOCPX's dividend yield for the trailing twelve months is around 14.52%.

The maximum FATIX drawdown since its inception was -82.31%, which is greater than FOCPX's maximum drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for FATIX and FOCPX. For additional features, visit the drawdowns tool.

Fidelity Advisor Technology Fund Class I (FATIX) has a higher volatility of 9.51% compared to Fidelity OTC Portfolio (FOCPX) at 7.47%. This indicates that FATIX's price experiences larger fluctuations and is considered to be riskier than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.