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FCBAX vs. FXAIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FCBAX and FXAIX is -0.95. 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

FCBAX vs. FXAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Corporate Bond Fund Class A (FCBAX) and Fidelity 500 Index Fund (FXAIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

FCBAX:

5.79%

FXAIX:

9.68%

Max Drawdown

FCBAX:

-23.41%

FXAIX:

-0.77%

Current Drawdown

FCBAX:

-8.45%

FXAIX:

-0.06%

Returns By Period


FCBAX

YTD

1.26%

1M

1.68%

6M

-0.03%

1Y

5.20%

5Y*

0.05%

10Y*

2.14%

FXAIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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FCBAX vs. FXAIX - Expense Ratio Comparison

FCBAX has a 0.77% expense ratio, which is higher than FXAIX's 0.02% expense ratio.


Risk-Adjusted Performance

FCBAX vs. FXAIX — Risk-Adjusted Performance Rank

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

FCBAX
The Risk-Adjusted Performance Rank of FCBAX is 7171
Overall Rank
The Sharpe Ratio Rank of FCBAX is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of FCBAX is 7878
Sortino Ratio Rank
The Omega Ratio Rank of FCBAX is 7373
Omega Ratio Rank
The Calmar Ratio Rank of FCBAX is 5656
Calmar Ratio Rank
The Martin Ratio Rank of FCBAX is 6969
Martin Ratio Rank

FXAIX
The Risk-Adjusted Performance Rank of FXAIX is 6464
Overall Rank
The Sharpe Ratio Rank of FXAIX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of FXAIX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of FXAIX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of FXAIX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of FXAIX is 6464
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.

FCBAX vs. FXAIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Corporate Bond Fund Class A (FCBAX) and Fidelity 500 Index Fund (FXAIX). 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

FCBAX vs. FXAIX - Dividend Comparison

FCBAX's dividend yield for the trailing twelve months is around 3.74%, more than FXAIX's 1.32% yield.


TTM20242023202220212020201920182017201620152014
FCBAX
Fidelity Advisor Corporate Bond Fund Class A
3.74%3.63%3.42%3.01%2.90%3.08%2.96%3.30%2.83%2.92%2.97%2.74%
FXAIX
Fidelity 500 Index Fund
1.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FCBAX vs. FXAIX - Drawdown Comparison

The maximum FCBAX drawdown since its inception was -23.41%, which is greater than FXAIX's maximum drawdown of -0.77%. Use the drawdown chart below to compare losses from any high point for FCBAX and FXAIX. For additional features, visit the drawdowns tool.


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Volatility

FCBAX vs. FXAIX - Volatility Comparison


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