FCNIX vs. VIGIX

In the year-to-date period, FCNIX achieves a -5.10% return, which is significantly lower than VIGIX's 0.81% return. Over the past 10 years, FCNIX has underperformed VIGIX with an annualized return of 8.84%, while VIGIX has yielded a comparatively higher 15.22% annualized return.

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

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.

The current FCNIX Sharpe Ratio is 0.30, which is lower than the VIGIX Sharpe Ratio of 0.72. 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.

FCNIX has not paid dividends to shareholders, while VIGIX's dividend yield for the trailing twelve months is around 0.47%.

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.

Fidelity Advisor Consumer Discretionary Fund Class I (FCNIX) has a higher volatility of 8.87% compared to Vanguard Growth Index Fund Institutional Shares (VIGIX) at 7.91%. 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.