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FELAX vs. FIKGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FELAX vs. FIKGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Semiconductors Fund Class A (FELAX) and Fidelity Advisor Semiconductors Fund Class Z (FIKGX). The values are adjusted to include any dividend payments, if applicable.

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FELAX vs. FIKGX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FELAX
Fidelity Advisor Semiconductors Fund Class A
7.43%44.88%43.74%75.08%-35.07%57.50%43.57%63.76%-11.20%
FIKGX
Fidelity Advisor Semiconductors Fund Class Z
7.52%45.43%35.88%75.75%-34.81%58.07%44.21%64.45%-11.11%

Returns By Period

The year-to-date returns for both investments are quite close, with FELAX having a 7.43% return and FIKGX slightly higher at 7.52%.


FELAX

1D
7.13%
1M
-4.47%
YTD
7.43%
6M
14.34%
1Y
88.29%
3Y*
41.26%
5Y*
28.70%
10Y*
30.52%

FIKGX

1D
7.13%
1M
-4.44%
YTD
7.52%
6M
14.55%
1Y
88.96%
3Y*
38.99%
5Y*
27.65%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FELAX vs. FIKGX - Expense Ratio Comparison

FELAX has a 1.01% expense ratio, which is higher than FIKGX's 0.62% expense ratio.


Return for Risk

FELAX vs. FIKGX — Risk / Return Rank

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

FELAX
FELAX Risk / Return Rank: 9595
Overall Rank
FELAX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
FELAX Sortino Ratio Rank: 9393
Sortino Ratio Rank
FELAX Omega Ratio Rank: 8989
Omega Ratio Rank
FELAX Calmar Ratio Rank: 9898
Calmar Ratio Rank
FELAX Martin Ratio Rank: 9898
Martin Ratio Rank

FIKGX
FIKGX Risk / Return Rank: 9595
Overall Rank
FIKGX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
FIKGX Sortino Ratio Rank: 9393
Sortino Ratio Rank
FIKGX Omega Ratio Rank: 8989
Omega Ratio Rank
FIKGX Calmar Ratio Rank: 9898
Calmar Ratio Rank
FIKGX Martin Ratio Rank: 9898
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.

FELAX vs. FIKGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class A (FELAX) and Fidelity Advisor Semiconductors Fund Class Z (FIKGX). 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.


FELAXFIKGXDifference

Sharpe ratio

Return per unit of total volatility

2.25

2.26

-0.02

Sortino ratio

Return per unit of downside risk

2.85

2.86

-0.02

Omega ratio

Gain probability vs. loss probability

1.40

1.40

0.00

Calmar ratio

Return relative to maximum drawdown

5.18

5.22

-0.04

Martin ratio

Return relative to average drawdown

19.59

19.77

-0.19

FELAX vs. FIKGX - Sharpe Ratio Comparison

The current FELAX Sharpe Ratio is 2.25, which is comparable to the FIKGX Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of FELAX and FIKGX, 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


FELAXFIKGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.25

2.26

-0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.76

0.73

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.89

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.85

-0.45

Correlation

The correlation between FELAX and FIKGX is 1.00, 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

FELAX vs. FIKGX - Dividend Comparison

FELAX's dividend yield for the trailing twelve months is around 6.48%, more than FIKGX's 6.20% yield.


TTM20252024202320222021202020192018201720162015
FELAX
Fidelity Advisor Semiconductors Fund Class A
6.48%6.96%7.02%3.40%3.32%4.34%4.51%1.00%20.15%9.67%0.36%10.71%
FIKGX
Fidelity Advisor Semiconductors Fund Class Z
6.20%6.67%0.00%3.14%3.08%4.19%4.54%1.08%19.72%0.00%0.00%0.00%

Drawdowns

FELAX vs. FIKGX - Drawdown Comparison

The maximum FELAX drawdown since its inception was -71.33%, which is greater than FIKGX's maximum drawdown of -45.98%. Use the drawdown chart below to compare losses from any high point for FELAX and FIKGX.


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Drawdown Indicators


FELAXFIKGXDifference

Max Drawdown

Largest peak-to-trough decline

-71.33%

-45.98%

-25.35%

Max Drawdown (1Y)

Largest decline over 1 year

-17.10%

-17.09%

-0.01%

Max Drawdown (5Y)

Largest decline over 5 years

-46.15%

-45.98%

-0.17%

Max Drawdown (10Y)

Largest decline over 10 years

-46.15%

Current Drawdown

Current decline from peak

-8.57%

-8.55%

-0.02%

Average Drawdown

Average peak-to-trough decline

-22.02%

-10.00%

-12.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.52%

4.51%

+0.01%

Volatility

FELAX vs. FIKGX - Volatility Comparison

Fidelity Advisor Semiconductors Fund Class A (FELAX) and Fidelity Advisor Semiconductors Fund Class Z (FIKGX) have volatilities of 12.79% and 12.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FELAXFIKGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.79%

12.80%

-0.01%

Volatility (6M)

Calculated over the trailing 6-month period

25.67%

25.66%

+0.01%

Volatility (1Y)

Calculated over the trailing 1-year period

40.20%

40.19%

+0.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.07%

38.15%

-0.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.41%

38.39%

-3.98%