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FBKWX vs. NEFRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FBKWX vs. NEFRX

Last updated May 12, 2025

Compare and contrast key facts about Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Loomis Sayles Core Plus Bond Fund (NEFRX).

FBKWX is managed by Fidelity. It was launched on Oct 15, 2002. NEFRX is managed by Natixis Funds. It was launched on Nov 7, 1973.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBKWX or NEFRX.

Correlation

The correlation between FBKWX and NEFRX is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

FBKWX vs. NEFRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Loomis Sayles Core Plus Bond Fund (NEFRX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

FBKWX:

3.46%

NEFRX:

5.71%

Max Drawdown

FBKWX:

-0.32%

NEFRX:

-0.53%

Current Drawdown

FBKWX:

-0.32%

NEFRX:

-0.44%

Returns By Period

FBKWX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

NEFRX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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FBKWX vs. NEFRX - Expense Ratio Comparison

FBKWX has a 0.36% expense ratio, which is lower than NEFRX's 0.71% expense ratio.

NEFRX
Loomis Sayles Core Plus Bond Fund
FBKWX
Fidelity Advisor Total Bond Fund Class Z

Risk-Adjusted Performance

FBKWX vs. NEFRX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FBKWX
The Risk-Adjusted Performance Rank of FBKWX is 8080
Overall Rank
The Sharpe Ratio Rank of FBKWX is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of FBKWX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of FBKWX is 8282
Omega Ratio Rank
The Calmar Ratio Rank of FBKWX is 7474
Calmar Ratio Rank
The Martin Ratio Rank of FBKWX is 7979
Martin Ratio Rank
NEFRX
The Risk-Adjusted Performance Rank of NEFRX is 6464
Overall Rank
The Sharpe Ratio Rank of NEFRX is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of NEFRX is 7272
Sortino Ratio Rank
The Omega Ratio Rank of NEFRX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of NEFRX is 5050
Calmar Ratio Rank
The Martin Ratio Rank of NEFRX is 5757
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FBKWX vs. NEFRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Loomis Sayles Core Plus Bond Fund (NEFRX). 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.

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Dividends

FBKWX vs. NEFRX - Dividend Comparison

FBKWX's dividend yield for the trailing twelve months is around 4.60%, more than NEFRX's 3.97% yield.

TTM20242023202220212020201920182017201620152014
FBKWX
Fidelity Advisor Total Bond Fund Class Z		4.60%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NEFRX
Loomis Sayles Core Plus Bond Fund		3.97%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FBKWX vs. NEFRX - Drawdown Comparison

The maximum FBKWX drawdown since its inception was -0.32%, smaller than the maximum NEFRX drawdown of -0.53%. Use the drawdown chart below to compare losses from any high point for FBKWX and NEFRX. For additional features, visit the drawdowns tool.

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Volatility

FBKWX vs. NEFRX - Volatility Comparison

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