FBCKX vs. STEW
FBCKX (Fidelity Advisor Blue Chip Growth Fund Class Z) and STEW (SRH Total Return Fund Inc.) are both Diversified Portfolio funds. Over the past year, FBCKX returned 45.08% vs 2.27% for STEW. At a 0.38 correlation, their price movements are largely independent. FBCKX charges 0.61%/yr vs 2.28%/yr for STEW.
Performance
FBCKX vs. STEW - Performance Comparison
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Returns By Period
In the year-to-date period, FBCKX achieves a 18.59% return, which is significantly higher than STEW's -4.92% return.
FBCKX
- 1D
- 0.76%
- 1M
- 9.11%
- YTD
- 18.59%
- 6M
- 19.80%
- 1Y
- 45.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
STEW
- 1D
- -0.40%
- 1M
- -2.05%
- YTD
- -4.92%
- 6M
- -2.72%
- 1Y
- 2.27%
- 3Y*
- 15.15%
- 5Y*
- —
- 10Y*
- —
FBCKX vs. STEW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
FBCKX Fidelity Advisor Blue Chip Growth Fund Class Z | 18.59% | 19.99% | 7.26% |
STEW SRH Total Return Fund Inc. | -4.92% | 20.28% | 2.08% |
Correlation
The correlation between FBCKX and STEW is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Oct 15, 2024 | 0.38 |
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Return for Risk
FBCKX vs. STEW — Risk / Return Rank
FBCKX
STEW
FBCKX vs. STEW - 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 SRH Total Return Fund Inc. (STEW). 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 | STEW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.47 | ||
| Sortino ratioReturn per unit of downside risk | +3.05 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.04 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 3.68 | 0.24 | +3.45 |
| Martin ratioReturn relative to average drawdown | 15.61 | 0.73 | +14.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FBCKX | STEW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.67 | 0.21 | +2.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.25 | 0.53 | +0.72 |
Drawdowns
FBCKX vs. STEW - Drawdown Comparison
The maximum FBCKX drawdown since its inception was -27.06%, which is greater than STEW's maximum drawdown of -25.25%. Use the drawdown chart below to compare losses from any high point for FBCKX and STEW.
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Drawdown Indicators
| FBCKX | STEW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.06% | -25.25% | -1.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.63% | -9.68% | -2.95% |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.30% | — |
Current DrawdownCurrent decline from peak | 0.00% | -5.15% | +5.15% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -5.34% | +1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 3.11% | -0.14% |
Volatility
FBCKX vs. STEW - Volatility Comparison
Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) has a higher volatility of 4.14% compared to SRH Total Return Fund Inc. (STEW) at 2.42%. This indicates that FBCKX's price experiences larger fluctuations and is considered to be riskier than STEW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBCKX | STEW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | 2.42% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 13.00% | 8.27% | +4.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.43% | 11.08% | +6.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.92% | 15.47% | +8.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.92% | 15.47% | +8.45% |
FBCKX vs. STEW - Expense Ratio Comparison
FBCKX has a 0.61% expense ratio, which is lower than STEW's 2.28% expense ratio.
Dividends
FBCKX vs. STEW - Dividend Comparison
FBCKX's dividend yield for the trailing twelve months is around 1.60%, less than STEW's 4.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
FBCKX Fidelity Advisor Blue Chip Growth Fund Class Z | 1.60% | 1.90% | 2.12% | 0.00% | 0.00% |
STEW SRH Total Return Fund Inc. | 4.23% | 3.56% | 3.43% | 3.60% | 2.83% |
Frequently Asked Questions
FBCKX and STEW have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FBCKX has higher volatility (4.14%) compared to STEW (2.42%). In terms of maximum drawdown, FBCKX dropped -27.06% vs STEW's -25.25%.
FBCKX currently has the higher Sharpe Ratio (2.67 vs 0.21), 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.
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