FATIX vs. SPY

In the year-to-date period, FATIX achieves a -10.03% return, which is significantly lower than SPY's -3.42% return. Both investments have delivered pretty close results over the past 10 years, with FATIX having a 12.64% annualized return and SPY not far behind at 12.35%.

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FATIX has a 0.71% expense ratio, which is higher than SPY's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class I (FATIX) and SPDR S&P 500 ETF (SPY). 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 0.05, which is lower than the SPY Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of FATIX and SPY, 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 SPY's dividend yield for the trailing twelve months is around 1.27%.

The maximum FATIX drawdown since its inception was -82.31%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FATIX and SPY. For additional features, visit the drawdowns tool.