FATIX vs. VITAX

In the year-to-date period, FATIX achieves a -10.03% return, which is significantly lower than VITAX's -7.97% return. Over the past 10 years, FATIX has underperformed VITAX with an annualized return of 12.64%, while VITAX has yielded a comparatively higher 19.37% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FATIX has a 0.71% expense ratio, which is higher than VITAX's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class I (FATIX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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 VITAX Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of FATIX and VITAX, 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 VITAX's dividend yield for the trailing twelve months is around 0.56%.

The maximum FATIX drawdown since its inception was -82.31%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for FATIX and VITAX. For additional features, visit the drawdowns tool.