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FCHKX vs. VIGIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FCHKX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor China Region Fund Class C (FCHKX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

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FCHKX vs. VIGIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCHKX
Fidelity Advisor China Region Fund Class C
5.23%41.13%21.90%-1.27%-24.66%-14.60%46.29%33.74%-18.29%50.37%
VIGIX
Vanguard Growth Index Fund Institutional Shares
-10.39%19.44%32.68%46.77%-33.13%27.27%40.19%37.26%-3.34%27.81%

Returns By Period

In the year-to-date period, FCHKX achieves a 5.23% return, which is significantly higher than VIGIX's -10.39% return. Over the past 10 years, FCHKX has underperformed VIGIX with an annualized return of 11.00%, while VIGIX has yielded a comparatively higher 16.03% annualized return.


FCHKX

1D
-0.68%
1M
-9.11%
YTD
5.23%
6M
5.73%
1Y
42.37%
3Y*
18.66%
5Y*
1.75%
10Y*
11.00%

VIGIX

1D
3.99%
1M
-5.47%
YTD
-10.39%
6M
-9.19%
1Y
17.20%
3Y*
21.14%
5Y*
11.43%
10Y*
16.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FCHKX vs. VIGIX - Expense Ratio Comparison

FCHKX has a 1.96% expense ratio, which is higher than VIGIX's 0.04% expense ratio.


Return for Risk

FCHKX vs. VIGIX — Risk / Return Rank

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

FCHKX
FCHKX Risk / Return Rank: 8787
Overall Rank
FCHKX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
FCHKX Sortino Ratio Rank: 8787
Sortino Ratio Rank
FCHKX Omega Ratio Rank: 8383
Omega Ratio Rank
FCHKX Calmar Ratio Rank: 8989
Calmar Ratio Rank
FCHKX Martin Ratio Rank: 8787
Martin Ratio Rank

VIGIX
VIGIX Risk / Return Rank: 3838
Overall Rank
VIGIX Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
VIGIX Sortino Ratio Rank: 4040
Sortino Ratio Rank
VIGIX Omega Ratio Rank: 3838
Omega Ratio Rank
VIGIX Calmar Ratio Rank: 4242
Calmar Ratio Rank
VIGIX Martin Ratio Rank: 3737
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.

FCHKX vs. VIGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor China Region Fund Class C (FCHKX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.


FCHKXVIGIXDifference

Sharpe ratio

Return per unit of total volatility

1.81

0.80

+1.01

Sortino ratio

Return per unit of downside risk

2.34

1.31

+1.04

Omega ratio

Gain probability vs. loss probability

1.34

1.18

+0.15

Calmar ratio

Return relative to maximum drawdown

2.42

1.11

+1.30

Martin ratio

Return relative to average drawdown

9.31

3.97

+5.34

FCHKX vs. VIGIX - Sharpe Ratio Comparison

The current FCHKX Sharpe Ratio is 1.81, which is higher than the VIGIX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of FCHKX and VIGIX, 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


FCHKXVIGIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.81

0.80

+1.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

0.51

-0.44

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.75

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.44

-0.25

Correlation

The correlation between FCHKX and VIGIX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

FCHKX vs. VIGIX - Dividend Comparison

FCHKX's dividend yield for the trailing twelve months is around 0.83%, more than VIGIX's 0.45% yield.


TTM20252024202320222021202020192018201720162015
FCHKX
Fidelity Advisor China Region Fund Class C
0.83%0.88%0.63%0.63%0.00%11.31%4.38%0.00%0.00%0.00%0.08%0.00%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.45%0.41%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%

Drawdowns

FCHKX vs. VIGIX - Drawdown Comparison

The maximum FCHKX drawdown since its inception was -59.14%, roughly equal to the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for FCHKX and VIGIX.


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Drawdown Indicators


FCHKXVIGIXDifference

Max Drawdown

Largest peak-to-trough decline

-59.14%

-56.95%

-2.19%

Max Drawdown (1Y)

Largest decline over 1 year

-15.97%

-16.51%

+0.54%

Max Drawdown (5Y)

Largest decline over 5 years

-54.57%

-35.62%

-18.95%

Max Drawdown (10Y)

Largest decline over 10 years

-59.14%

-35.62%

-23.52%

Current Drawdown

Current decline from peak

-10.88%

-13.17%

+2.29%

Average Drawdown

Average peak-to-trough decline

-21.52%

-16.36%

-5.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.15%

4.64%

-0.49%

Volatility

FCHKX vs. VIGIX - Volatility Comparison

Fidelity Advisor China Region Fund Class C (FCHKX) has a higher volatility of 9.28% compared to Vanguard Growth Index Fund Institutional Shares (VIGIX) at 7.01%. This indicates that FCHKX's price experiences larger fluctuations and is considered to be riskier than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCHKXVIGIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.28%

7.01%

+2.27%

Volatility (6M)

Calculated over the trailing 6-month period

16.44%

12.74%

+3.70%

Volatility (1Y)

Calculated over the trailing 1-year period

23.15%

22.99%

+0.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.96%

22.36%

+1.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.09%

21.53%

+0.56%