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FCBTX vs. SCCPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FCBTX vs. SCCPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Corporate Bond Fund Class M (FCBTX) and Sterling Capital Long Duration Corporate Bond Fund (SCCPX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FCBTX achieves a 0.60% return, which is significantly lower than SCCPX's 1.57% return. Over the past 10 years, FCBTX has underperformed SCCPX with an annualized return of 2.33%, while SCCPX has yielded a comparatively higher 22.14% annualized return.


FCBTX

1D
0.47%
1M
0.82%
YTD
0.60%
6M
0.74%
1Y
4.63%
3Y*
5.03%
5Y*
-0.14%
10Y*
2.33%

SCCPX

1D
0.89%
1M
1.94%
YTD
1.57%
6M
1.41%
1Y
5.96%
3Y*
3.82%
5Y*
-2.36%
10Y*
22.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FCBTX vs. SCCPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCBTX
Fidelity Advisor Corporate Bond Fund Class M
0.60%7.48%2.16%8.07%-17.35%-1.88%10.41%14.02%-2.98%6.37%
SCCPX
Sterling Capital Long Duration Corporate Bond Fund
1.57%6.37%-1.68%9.20%-23.65%-0.01%625.95%10.78%-0.95%4.22%

Correlation

The correlation between FCBTX and SCCPX is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.94

Correlation (3Y)
Calculated over the trailing 3-year period

0.94

Correlation (5Y)
Calculated over the trailing 5-year period

0.92

Correlation (10Y)
Calculated over the trailing 10-year period

0.88

Correlation (All Time)
Calculated using the full available price history since Jan 3, 2012

0.88

The correlation between FCBTX and SCCPX has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.

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Return for Risk

FCBTX vs. SCCPX — Risk / Return Rank

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

FCBTX
FCBTX Risk / Return Rank: 2121
Overall Rank
FCBTX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
FCBTX Sortino Ratio Rank: 2222
Sortino Ratio Rank
FCBTX Omega Ratio Rank: 2020
Omega Ratio Rank
FCBTX Calmar Ratio Rank: 2222
Calmar Ratio Rank
FCBTX Martin Ratio Rank: 2121
Martin Ratio Rank

SCCPX
SCCPX Risk / Return Rank: 1313
Overall Rank
SCCPX Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
SCCPX Sortino Ratio Rank: 1313
Sortino Ratio Rank
SCCPX Omega Ratio Rank: 1212
Omega Ratio Rank
SCCPX Calmar Ratio Rank: 1515
Calmar Ratio Rank
SCCPX Martin Ratio Rank: 1212
Martin Ratio Rank
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.

FCBTX vs. SCCPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Corporate Bond Fund Class M (FCBTX) and Sterling Capital Long Duration Corporate Bond Fund (SCCPX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FCBTXSCCPXDifference
Sharpe ratioReturn per unit of total volatility

+0.29

Sortino ratioReturn per unit of downside risk

+0.40

Omega ratioGain probability vs. loss probability

1.19

1.14

+0.05

Calmar ratioReturn relative to maximum drawdown

1.40

1.09

+0.31

Martin ratioReturn relative to average drawdown

4.29

2.71

+1.58

FCBTX vs. SCCPX - Sharpe Ratio Comparison

The current FCBTX Sharpe Ratio is 1.08, which is higher than the SCCPX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of FCBTX and SCCPX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FCBTX vs. SCCPX - Drawdown Comparison

The maximum FCBTX drawdown since its inception was -23.60%, smaller than the maximum SCCPX drawdown of -31.88%. Use the drawdown chart below to compare losses from any high point for FCBTX and SCCPX.


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Drawdown Indicators


FCBTXSCCPXDifference

Max Drawdown

Largest peak-to-trough decline

-23.60%

-31.88%

+8.28%

Max Drawdown (1Y)

Largest decline over 1 year

-3.31%

-5.49%

+2.18%

Max Drawdown (3Y)

Largest decline over 3 years

-6.66%

-12.96%

+6.30%

Max Drawdown (5Y)

Largest decline over 5 years

-23.47%

-31.88%

+8.41%

Max Drawdown (10Y)

Largest decline over 10 years

-23.60%

-31.88%

+8.28%

Current Drawdown

Current decline from peak

-3.19%

-12.49%

+9.30%

Average Drawdown

Average peak-to-trough decline

-4.37%

-6.42%

+2.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.08%

2.20%

-1.12%

Volatility

FCBTX vs. SCCPX - Volatility Comparison

The current volatility for Fidelity Advisor Corporate Bond Fund Class M (FCBTX) is 1.24%, while Sterling Capital Long Duration Corporate Bond Fund (SCCPX) has a volatility of 2.08%. This indicates that FCBTX experiences smaller price fluctuations and is considered to be less risky than SCCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCBTXSCCPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.24%

2.08%

-0.84%

Volatility (6M)

Calculated over the trailing 6-month period

3.26%

5.62%

-2.36%

Volatility (1Y)

Calculated over the trailing 1-year period

4.32%

7.62%

-3.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.71%

11.23%

-4.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.96%

182.25%

-176.29%

FCBTX vs. SCCPX - Expense Ratio Comparison

FCBTX has a 0.81% expense ratio, which is higher than SCCPX's 0.45% expense ratio.


Dividends

FCBTX vs. SCCPX - Dividend Comparison

FCBTX's dividend yield for the trailing twelve months is around 3.88%, less than SCCPX's 5.06% yield.


PositionTTM20252024202320222021202020192018201720162015
FCBTX
Fidelity Advisor Corporate Bond Fund Class M
3.88%3.76%3.30%3.10%2.23%2.53%3.04%2.89%3.21%2.74%3.09%2.62%
SCCPX
Sterling Capital Long Duration Corporate Bond Fund
5.06%4.99%4.84%3.54%4.11%13.93%88.30%3.01%3.31%3.76%3.41%3.16%

Frequently Asked Questions


With a correlation of 0.94, FCBTX and SCCPX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

SCCPX has higher volatility (2.08%) compared to FCBTX (1.24%). In terms of maximum drawdown, FCBTX dropped -23.60% vs SCCPX's -31.88%.

FCBTX currently has the higher Sharpe Ratio (1.08 vs 0.79), 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.

Portfolio Optimizer

Find the right allocation for FCBTX and SCCPX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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