FBKWX vs. FDEGX
Compare and contrast key facts about Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Fidelity Growth Strategies Fund (FDEGX).
FBKWX is managed by Fidelity. It was launched on Oct 15, 2002. FDEGX is managed by Fidelity. It was launched on Dec 28, 1990.
Performance
FBKWX vs. FDEGX - Performance Comparison
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FBKWX vs. FDEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBKWX Fidelity Advisor Total Bond Fund Class Z | -0.37% | 7.60% | 2.20% | 6.56% | -13.55% | -0.27% | 9.46% | 9.88% | -0.56% | 4.39% |
FDEGX Fidelity Growth Strategies Fund | -3.21% | 2.88% | 26.57% | 20.93% | -26.50% | 21.30% | 29.34% | 36.59% | -6.92% | 21.03% |
Returns By Period
In the year-to-date period, FBKWX achieves a -0.37% return, which is significantly higher than FDEGX's -3.21% return. Over the past 10 years, FBKWX has underperformed FDEGX with an annualized return of 2.58%, while FDEGX has yielded a comparatively higher 10.75% annualized return.
FBKWX
- 1D
- 0.10%
- 1M
- -1.75%
- YTD
- -0.37%
- 6M
- 0.39%
- 1Y
- 4.05%
- 3Y*
- 4.16%
- 5Y*
- 0.67%
- 10Y*
- 2.58%
FDEGX
- 1D
- 4.36%
- 1M
- -8.30%
- YTD
- -3.21%
- 6M
- -14.32%
- 1Y
- 6.96%
- 3Y*
- 12.09%
- 5Y*
- 5.87%
- 10Y*
- 10.75%
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FBKWX vs. FDEGX - Expense Ratio Comparison
FBKWX has a 0.36% expense ratio, which is lower than FDEGX's 0.63% expense ratio.
Return for Risk
FBKWX vs. FDEGX — Risk / Return Rank
FBKWX
FDEGX
FBKWX vs. FDEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Fidelity Growth Strategies Fund (FDEGX). 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.
| FBKWX | FDEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.31 | +0.69 |
Sortino ratioReturn per unit of downside risk | 1.44 | 0.60 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.08 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 0.28 | +1.43 |
Martin ratioReturn relative to average drawdown | 5.16 | 0.79 | +4.37 |
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
| FBKWX | FDEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.31 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.25 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.49 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.38 | +0.17 |
Correlation
The correlation between FBKWX and FDEGX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FBKWX vs. FDEGX - Dividend Comparison
FBKWX's dividend yield for the trailing twelve months is around 4.10%, while FDEGX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBKWX Fidelity Advisor Total Bond Fund Class Z | 4.10% | 4.45% | 4.22% | 3.52% | 2.59% | 1.97% | 5.32% | 3.11% | 3.30% | 3.07% | 3.71% | 3.38% |
FDEGX Fidelity Growth Strategies Fund | 0.00% | 0.00% | 7.89% | 0.05% | 0.00% | 14.15% | 8.37% | 3.65% | 0.75% | 0.05% | 0.59% | 0.13% |
Drawdowns
FBKWX vs. FDEGX - Drawdown Comparison
The maximum FBKWX drawdown since its inception was -18.31%, smaller than the maximum FDEGX drawdown of -85.96%. Use the drawdown chart below to compare losses from any high point for FBKWX and FDEGX.
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Drawdown Indicators
| FBKWX | FDEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.31% | -85.96% | +67.65% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -20.45% | +17.59% |
Max Drawdown (5Y)Largest decline over 5 years | -18.31% | -36.62% | +18.31% |
Max Drawdown (10Y)Largest decline over 10 years | -18.31% | -36.62% | +18.31% |
Current DrawdownCurrent decline from peak | -2.25% | -16.98% | +14.73% |
Average DrawdownAverage peak-to-trough decline | -3.69% | -36.96% | +33.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 7.19% | -6.24% |
Volatility
FBKWX vs. FDEGX - Volatility Comparison
The current volatility for Fidelity Advisor Total Bond Fund Class Z (FBKWX) is 1.50%, while Fidelity Growth Strategies Fund (FDEGX) has a volatility of 8.96%. This indicates that FBKWX experiences smaller price fluctuations and is considered to be less risky than FDEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBKWX | FDEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 8.96% | -7.46% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 18.52% | -15.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.42% | 26.90% | -22.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.67% | 23.18% | -17.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.74% | 21.90% | -17.16% |