FATIX vs. FXAIX

In the year-to-date period, FATIX achieves a -1.50% return, which is significantly lower than FXAIX's 2.10% return. Both investments have delivered pretty close results over the past 10 years, with FATIX having a 13.31% annualized return and FXAIX not far behind at 12.70%.

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FATIX has a 0.71% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class I (FATIX) and Fidelity 500 Index Fund (FXAIX). 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 0.23, which is lower than the FXAIX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of FATIX and FXAIX, 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 FXAIX's dividend yield for the trailing twelve months is around 1.54%.

The maximum FATIX drawdown since its inception was -82.31%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FATIX and FXAIX. For additional features, visit the drawdowns tool.

Fidelity Advisor Technology Fund Class I (FATIX) has a higher volatility of 8.34% compared to Fidelity 500 Index Fund (FXAIX) at 5.42%. This indicates that FATIX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.