FBCKX vs. CSTAX

Last updated Jun 4, 2026

FBCKX (Fidelity Advisor Blue Chip Growth Fund Class Z) and CSTAX (American Funds College 2027 Fund) are both Diversified Portfolio funds. Over the past year, FBCKX returned 45.08% vs 6.99% for CSTAX. At a 0.47 correlation, their price movements are largely independent. FBCKX charges 0.61%/yr vs 0.41%/yr for CSTAX.

Performance

FBCKX vs. CSTAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) and American Funds College 2027 Fund (CSTAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FBCKX achieves a 18.59% return, which is significantly higher than CSTAX's 1.47% return.

FBCKX

• 1D: 0.76%
• 1M: 9.11%
• YTD: 18.59%
• 6M: 19.80%
• 1Y: 45.08%
• 3Y*: —
• 5Y*: —
• 10Y*: —

CSTAX

• 1D: 0.08%
• 1M: 0.65%
• YTD: 1.47%
• 6M: 1.68%
• 1Y: 6.99%
• 3Y*: 6.87%
• 5Y*: 2.83%
• 10Y*: 4.99%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FBCKX vs. CSTAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
FBCKX Fidelity Advisor Blue Chip Growth Fund Class Z	18.59%	19.99%	7.26%
CSTAX American Funds College 2027 Fund	1.47%	9.00%	-1.13%

Correlation

The correlation between FBCKX and CSTAX is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.47
Correlation (All Time) Calculated using the full available price history since Oct 15, 2024	0.47

Return for Risk

FBCKX vs. CSTAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FBCKX

FBCKX Risk / Return Rank: 75
FBCKX Sharpe Ratio Rank: 81
FBCKX Sortino Ratio Rank: 66
FBCKX Omega Ratio Rank: 65
FBCKX Calmar Ratio Rank: 81
FBCKX Martin Ratio Rank: 83

CSTAX

CSTAX Risk / Return Rank: 60
CSTAX Sharpe Ratio Rank: 64
CSTAX Sortino Ratio Rank: 71
CSTAX Omega Ratio Rank: 70
CSTAX Calmar Ratio Rank: 47
CSTAX Martin Ratio Rank: 49

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FBCKX vs. CSTAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) and American Funds College 2027 Fund (CSTAX). 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.

	FBCKX	CSTAX	Difference
Sharpe ratio Return per unit of total volatility	2.67	2.34	+0.33
Sortino ratio Return per unit of downside risk	3.42	3.52	-0.10
Omega ratio Gain probability vs. loss probability	1.45	1.47	-0.02
Calmar ratio Return relative to maximum drawdown	3.68	2.61	+1.07
Martin ratio Return relative to average drawdown	15.61	10.06	+5.55
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FBCKX vs. CSTAX - Sharpe Ratio Comparison

The current FBCKX Sharpe Ratio is 2.67, which is comparable to the CSTAX Sharpe Ratio of 2.34. The chart below compares the historical Sharpe Ratios of FBCKX and CSTAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	FBCKX	CSTAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.67	2.34	+0.33
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.55	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.86	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.25	0.88	+0.37

Drawdowns

FBCKX vs. CSTAX - Drawdown Comparison

The maximum FBCKX drawdown since its inception was -27.06%, which is greater than CSTAX's maximum drawdown of -14.52%. Use the drawdown chart below to compare losses from any high point for FBCKX and CSTAX.

Drawdown Indicators

	FBCKX	CSTAX	Difference
Max Drawdown Largest peak-to-trough decline	-27.06%	-14.52%	-12.54%
Max Drawdown (1Y) Largest decline over 1 year	-12.63%	-2.72%	-9.91%
Max Drawdown (3Y) Largest decline over 3 years	—	-4.89%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-14.52%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-14.52%	—
Current Drawdown Current decline from peak	0.00%	-0.40%	+0.40%
Average Drawdown Average peak-to-trough decline	-4.04%	-2.35%	-1.69%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.97%	0.70%	+2.27%

Volatility

FBCKX vs. CSTAX - Volatility Comparison

Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) has a higher volatility of 4.14% compared to American Funds College 2027 Fund (CSTAX) at 1.11%. This indicates that FBCKX's price experiences larger fluctuations and is considered to be riskier than CSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FBCKX	CSTAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.14%	1.11%	+3.03%
Volatility (6M) Calculated over the trailing 6-month period	13.00%	2.32%	+10.68%
Volatility (1Y) Calculated over the trailing 1-year period	17.43%	3.03%	+14.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.92%	5.16%	+18.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.92%	5.79%	+18.13%

FBCKX vs. CSTAX - Expense Ratio Comparison

FBCKX has a 0.61% expense ratio, which is higher than CSTAX's 0.41% expense ratio.

Dividends

FBCKX vs. CSTAX - Dividend Comparison

FBCKX's dividend yield for the trailing twelve months is around 1.60%, less than CSTAX's 5.19% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CSTAX American Funds College 2027 Fund	5.19%	5.26%	3.78%	3.17%	3.40%	7.52%	5.72%	4.00%	4.78%	3.90%	4.34%	4.49%
FBCKX Fidelity Advisor Blue Chip Growth Fund Class Z	1.60%	1.90%	2.12%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both FBCKX and CSTAX in my portfolio?

FBCKX and CSTAX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FBCKX or CSTAX?

FBCKX has higher volatility (4.14%) compared to CSTAX (1.11%). In terms of maximum drawdown, FBCKX dropped -27.06% vs CSTAX's -14.52%.

Which has better risk-adjusted returns?

FBCKX currently has the higher Sharpe Ratio (2.67 vs 2.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.