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FCNIX vs. VIGIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FCNIX and VIGIX is 0.86, 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.


-0.50.00.51.00.9

Performance

FCNIX vs. VIGIX - Performance Comparison

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

-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%25.00%JulyAugustSeptemberOctoberNovemberDecember
14.51%
10.60%
FCNIX
VIGIX

Key characteristics

Sharpe Ratio

FCNIX:

1.10

VIGIX:

1.92

Sortino Ratio

FCNIX:

1.51

VIGIX:

2.50

Omega Ratio

FCNIX:

1.20

VIGIX:

1.35

Calmar Ratio

FCNIX:

0.89

VIGIX:

2.60

Martin Ratio

FCNIX:

5.53

VIGIX:

10.20

Ulcer Index

FCNIX:

3.76%

VIGIX:

3.30%

Daily Std Dev

FCNIX:

18.97%

VIGIX:

17.48%

Max Drawdown

FCNIX:

-57.61%

VIGIX:

-57.17%

Current Drawdown

FCNIX:

-7.98%

VIGIX:

-3.64%

Returns By Period

In the year-to-date period, FCNIX achieves a 20.35% return, which is significantly lower than VIGIX's 33.20% return. Over the past 10 years, FCNIX has underperformed VIGIX with an annualized return of 10.28%, while VIGIX has yielded a comparatively higher 15.77% annualized return.


FCNIX

YTD

20.35%

1M

1.93%

6M

14.70%

1Y

19.41%

5Y*

10.26%

10Y*

10.28%

VIGIX

YTD

33.20%

1M

3.24%

6M

9.96%

1Y

32.98%

5Y*

18.66%

10Y*

15.77%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FCNIX vs. VIGIX - Expense Ratio Comparison

FCNIX has a 0.75% expense ratio, which is higher than VIGIX's 0.04% expense ratio.


FCNIX
Fidelity Advisor Consumer Discretionary Fund Class I
Expense ratio chart for FCNIX: current value at 0.75% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.75%
Expense ratio chart for VIGIX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Risk-Adjusted Performance

FCNIX vs. VIGIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Consumer Discretionary Fund Class I (FCNIX) 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.


Sharpe ratio
The chart of Sharpe ratio for FCNIX, currently valued at 1.10, compared to the broader market-1.000.001.002.003.004.001.101.92
The chart of Sortino ratio for FCNIX, currently valued at 1.51, compared to the broader market-2.000.002.004.006.008.0010.001.512.50
The chart of Omega ratio for FCNIX, currently valued at 1.20, compared to the broader market0.501.001.502.002.503.003.501.201.35
The chart of Calmar ratio for FCNIX, currently valued at 0.89, compared to the broader market0.005.0010.0015.000.892.60
The chart of Martin ratio for FCNIX, currently valued at 5.53, compared to the broader market0.0020.0040.0060.005.5310.20
FCNIX
VIGIX

The current FCNIX Sharpe Ratio is 1.10, which is lower than the VIGIX Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of FCNIX 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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.10
1.92
FCNIX
VIGIX

Dividends

FCNIX vs. VIGIX - Dividend Comparison

FCNIX has not paid dividends to shareholders, while VIGIX's dividend yield for the trailing twelve months is around 0.48%.


TTM20232022202120202019201820172016201520142013
FCNIX
Fidelity Advisor Consumer Discretionary Fund Class I
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.62%2.65%9.75%7.42%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.33%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%1.22%1.20%

Drawdowns

FCNIX vs. VIGIX - Drawdown Comparison

The maximum FCNIX drawdown since its inception was -57.61%, roughly equal to the maximum VIGIX drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for FCNIX and VIGIX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.98%
-3.64%
FCNIX
VIGIX

Volatility

FCNIX vs. VIGIX - Volatility Comparison

Fidelity Advisor Consumer Discretionary Fund Class I (FCNIX) has a higher volatility of 7.95% compared to Vanguard Growth Index Fund Institutional Shares (VIGIX) at 4.93%. This indicates that FCNIX'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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%JulyAugustSeptemberOctoberNovemberDecember
7.95%
4.93%
FCNIX
VIGIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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