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FELCX vs. FTEC
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FELCX vs. FTEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Semiconductors Fund Class C (FELCX) and Fidelity MSCI Information Technology Index ETF (FTEC). The values are adjusted to include any dividend payments, if applicable.

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FELCX vs. FTEC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FELCX
Fidelity Advisor Semiconductors Fund Class C
7.22%43.80%42.66%73.83%-35.56%56.29%42.50%62.54%-13.48%33.04%
FTEC
Fidelity MSCI Information Technology Index ETF
-6.12%22.11%29.40%53.30%-29.59%30.49%45.83%48.93%-0.39%36.83%

Returns By Period

In the year-to-date period, FELCX achieves a 7.22% return, which is significantly higher than FTEC's -6.12% return. Over the past 10 years, FELCX has outperformed FTEC with an annualized return of 29.54%, while FTEC has yielded a comparatively lower 21.28% annualized return.


FELCX

1D
7.12%
1M
-4.53%
YTD
7.22%
6M
13.91%
1Y
86.87%
3Y*
40.21%
5Y*
27.74%
10Y*
29.54%

FTEC

1D
1.28%
1M
-3.61%
YTD
-6.12%
6M
-5.70%
1Y
30.17%
3Y*
23.47%
5Y*
15.05%
10Y*
21.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FELCX vs. FTEC - Expense Ratio Comparison

FELCX has a 1.76% expense ratio, which is higher than FTEC's 0.08% expense ratio.


Return for Risk

FELCX vs. FTEC — Risk / Return Rank

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

FELCX
FELCX Risk / Return Rank: 9494
Overall Rank
FELCX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
FELCX Sortino Ratio Rank: 9292
Sortino Ratio Rank
FELCX Omega Ratio Rank: 8989
Omega Ratio Rank
FELCX Calmar Ratio Rank: 9898
Calmar Ratio Rank
FELCX Martin Ratio Rank: 9898
Martin Ratio Rank

FTEC
FTEC Risk / Return Rank: 6363
Overall Rank
FTEC Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
FTEC Sortino Ratio Rank: 6464
Sortino Ratio Rank
FTEC Omega Ratio Rank: 6262
Omega Ratio Rank
FTEC Calmar Ratio Rank: 7272
Calmar Ratio Rank
FTEC Martin Ratio Rank: 5858
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.

FELCX vs. FTEC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class C (FELCX) and Fidelity MSCI Information Technology Index ETF (FTEC). 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.


FELCXFTECDifference

Sharpe ratio

Return per unit of total volatility

2.21

1.10

+1.11

Sortino ratio

Return per unit of downside risk

2.82

1.69

+1.13

Omega ratio

Gain probability vs. loss probability

1.40

1.24

+0.16

Calmar ratio

Return relative to maximum drawdown

5.09

1.92

+3.17

Martin ratio

Return relative to average drawdown

19.20

5.93

+13.27

FELCX vs. FTEC - Sharpe Ratio Comparison

The current FELCX Sharpe Ratio is 2.21, which is higher than the FTEC Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of FELCX and FTEC, 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


FELCXFTECDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.21

1.10

+1.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

0.60

+0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

0.87

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.86

-0.48

Correlation

The correlation between FELCX and FTEC 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.


Dividends

FELCX vs. FTEC - Dividend Comparison

FELCX's dividend yield for the trailing twelve months is around 7.79%, more than FTEC's 0.45% yield.


TTM20252024202320222021202020192018201720162015
FELCX
Fidelity Advisor Semiconductors Fund Class C
7.79%8.35%8.97%4.24%4.07%4.95%5.13%0.93%22.41%10.39%0.14%11.27%
FTEC
Fidelity MSCI Information Technology Index ETF
0.45%0.43%0.49%0.77%0.93%0.63%0.83%1.03%1.20%0.96%1.25%1.27%

Drawdowns

FELCX vs. FTEC - Drawdown Comparison

The maximum FELCX drawdown since its inception was -72.55%, which is greater than FTEC's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for FELCX and FTEC.


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Drawdown Indicators


FELCXFTECDifference

Max Drawdown

Largest peak-to-trough decline

-72.55%

-34.95%

-37.60%

Max Drawdown (1Y)

Largest decline over 1 year

-17.11%

-16.26%

-0.85%

Max Drawdown (5Y)

Largest decline over 5 years

-46.47%

-34.95%

-11.52%

Max Drawdown (10Y)

Largest decline over 10 years

-46.47%

-34.95%

-11.52%

Current Drawdown

Current decline from peak

-8.64%

-11.53%

+2.89%

Average Drawdown

Average peak-to-trough decline

-23.72%

-5.61%

-18.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.54%

5.27%

-0.73%

Volatility

FELCX vs. FTEC - Volatility Comparison

Fidelity Advisor Semiconductors Fund Class C (FELCX) has a higher volatility of 12.79% compared to Fidelity MSCI Information Technology Index ETF (FTEC) at 8.01%. This indicates that FELCX's price experiences larger fluctuations and is considered to be riskier than FTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FELCXFTECDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.79%

8.01%

+4.78%

Volatility (6M)

Calculated over the trailing 6-month period

25.67%

16.40%

+9.27%

Volatility (1Y)

Calculated over the trailing 1-year period

40.19%

27.53%

+12.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.07%

25.11%

+12.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.42%

24.57%

+9.85%