FCDIX vs. IJR

In the year-to-date period, FCDIX achieves a -5.92% return, which is significantly higher than IJR's -7.86% return. Over the past 10 years, FCDIX has outperformed IJR with an annualized return of 9.20%, while IJR has yielded a comparatively lower 7.66% annualized return.

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FCDIX has a 0.92% expense ratio, which is higher than IJR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and iShares Core S&P Small-Cap ETF (IJR). 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.

The current FCDIX Sharpe Ratio is 0.01, which is lower than the IJR Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of FCDIX and IJR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCDIX's dividend yield for the trailing twelve months is around 2.95%, more than IJR's 2.23% yield.

The maximum FCDIX drawdown since its inception was -64.72%, which is greater than IJR's maximum drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for FCDIX and IJR.

The current volatility for Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) is 6.24%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 6.60%. This indicates that FCDIX experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.