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FCBTX vs. VLCIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FCBTX vs. VLCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Corporate Bond Fund Class M (FCBTX) and Vanguard Long-Term Corporate Bond Index Fund Institutional Shares (VLCIX). The values are adjusted to include any dividend payments, if applicable.

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FCBTX vs. VLCIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCBTX
Fidelity Advisor Corporate Bond Fund Class M
-1.26%7.48%2.16%8.07%-17.35%-1.88%10.41%14.02%-2.98%6.37%
VLCIX
Vanguard Long-Term Corporate Bond Index Fund Institutional Shares
-1.44%7.27%-1.43%11.06%-25.75%-1.24%13.74%23.18%-6.86%12.42%

Returns By Period

In the year-to-date period, FCBTX achieves a -1.26% return, which is significantly higher than VLCIX's -1.44% return. Both investments have delivered pretty close results over the past 10 years, with FCBTX having a 2.42% annualized return and VLCIX not far ahead at 2.53%.


FCBTX

1D
0.57%
1M
-2.76%
YTD
-1.26%
6M
-0.56%
1Y
3.65%
3Y*
4.24%
5Y*
0.00%
10Y*
2.42%

VLCIX

1D
1.02%
1M
-3.68%
YTD
-1.44%
6M
-1.91%
1Y
3.21%
3Y*
3.04%
5Y*
-1.43%
10Y*
2.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FCBTX vs. VLCIX - Expense Ratio Comparison

FCBTX has a 0.81% expense ratio, which is higher than VLCIX's 0.05% expense ratio.


Return for Risk

FCBTX vs. VLCIX — Risk / Return Rank

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

FCBTX
FCBTX Risk / Return Rank: 4343
Overall Rank
FCBTX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
FCBTX Sortino Ratio Rank: 3838
Sortino Ratio Rank
FCBTX Omega Ratio Rank: 3030
Omega Ratio Rank
FCBTX Calmar Ratio Rank: 6161
Calmar Ratio Rank
FCBTX Martin Ratio Rank: 4444
Martin Ratio Rank

VLCIX
VLCIX Risk / Return Rank: 1818
Overall Rank
VLCIX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
VLCIX Sortino Ratio Rank: 1414
Sortino Ratio Rank
VLCIX Omega Ratio Rank: 1313
Omega Ratio Rank
VLCIX Calmar Ratio Rank: 3131
Calmar Ratio Rank
VLCIX Martin Ratio Rank: 1919
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. VLCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Corporate Bond Fund Class M (FCBTX) and Vanguard Long-Term Corporate Bond Index Fund Institutional Shares (VLCIX). 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.


FCBTXVLCIXDifference

Sharpe ratio

Return per unit of total volatility

0.89

0.42

+0.48

Sortino ratio

Return per unit of downside risk

1.25

0.62

+0.64

Omega ratio

Gain probability vs. loss probability

1.16

1.08

+0.08

Calmar ratio

Return relative to maximum drawdown

1.44

0.86

+0.58

Martin ratio

Return relative to average drawdown

4.61

2.01

+2.60

FCBTX vs. VLCIX - Sharpe Ratio Comparison

The current FCBTX Sharpe Ratio is 0.89, which is higher than the VLCIX Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of FCBTX and VLCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FCBTXVLCIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.89

0.42

+0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.00

-0.12

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.24

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.43

+0.19

Correlation

The correlation between FCBTX and VLCIX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

FCBTX vs. VLCIX - Dividend Comparison

FCBTX's dividend yield for the trailing twelve months is around 3.53%, less than VLCIX's 5.17% yield.


TTM20252024202320222021202020192018201720162015
FCBTX
Fidelity Advisor Corporate Bond Fund Class M
3.53%3.76%3.30%3.10%2.23%2.53%3.04%2.89%3.21%2.74%3.09%2.62%
VLCIX
Vanguard Long-Term Corporate Bond Index Fund Institutional Shares
5.17%5.50%5.60%4.67%4.43%2.95%3.17%3.83%4.58%4.03%4.39%4.73%

Drawdowns

FCBTX vs. VLCIX - Drawdown Comparison

The maximum FCBTX drawdown since its inception was -23.60%, smaller than the maximum VLCIX drawdown of -34.56%. Use the drawdown chart below to compare losses from any high point for FCBTX and VLCIX.


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Drawdown Indicators


FCBTXVLCIXDifference

Max Drawdown

Largest peak-to-trough decline

-23.60%

-34.56%

+10.96%

Max Drawdown (1Y)

Largest decline over 1 year

-3.31%

-5.26%

+1.95%

Max Drawdown (5Y)

Largest decline over 5 years

-23.47%

-34.56%

+11.09%

Max Drawdown (10Y)

Largest decline over 10 years

-23.60%

-34.56%

+10.96%

Current Drawdown

Current decline from peak

-4.98%

-16.02%

+11.04%

Average Drawdown

Average peak-to-trough decline

-4.38%

-7.96%

+3.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.04%

2.25%

-1.21%

Volatility

FCBTX vs. VLCIX - Volatility Comparison

The current volatility for Fidelity Advisor Corporate Bond Fund Class M (FCBTX) is 1.91%, while Vanguard Long-Term Corporate Bond Index Fund Institutional Shares (VLCIX) has a volatility of 3.46%. This indicates that FCBTX experiences smaller price fluctuations and is considered to be less risky than VLCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCBTXVLCIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.91%

3.46%

-1.55%

Volatility (6M)

Calculated over the trailing 6-month period

2.92%

5.26%

-2.34%

Volatility (1Y)

Calculated over the trailing 1-year period

4.83%

8.93%

-4.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.69%

11.88%

-5.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.94%

10.60%

-4.66%