FELTX vs. FELCX
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class M (FELTX) and Fidelity Advisor Semiconductors Fund Class C (FELCX).
FELTX is managed by Fidelity. It was launched on Dec 27, 2000. FELCX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FELTX or FELCX.
Key characteristics
| FELTX | FELCX | |
|---|---|---|
| YTD Return | 43.40% | 42.75% |
| 1Y Return | 56.99% | 55.30% |
| 3Y Return (Ann) | 14.94% | 13.78% |
| 5Y Return (Ann) | 27.07% | 25.90% |
| 10Y Return (Ann) | 20.84% | 19.78% |
| Sharpe Ratio | 1.58 | 1.53 |
| Sortino Ratio | 2.11 | 2.06 |
| Omega Ratio | 1.27 | 1.27 |
| Calmar Ratio | 2.32 | 2.25 |
| Martin Ratio | 6.59 | 6.34 |
| Ulcer Index | 8.53% | 8.59% |
| Daily Std Dev | 35.53% | 35.55% |
| Max Drawdown | -71.42% | -72.55% |
| Current Drawdown | -8.00% | -8.16% |
Correlation
The correlation between FELTX and FELCX 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.
Performance
FELTX vs. FELCX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FELTX having a 43.40% return and FELCX slightly lower at 42.75%. Over the past 10 years, FELTX has outperformed FELCX with an annualized return of 20.84%, while FELCX has yielded a comparatively lower 19.78% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FELTX vs. FELCX - Expense Ratio Comparison
FELTX has a 1.26% expense ratio, which is lower than FELCX's 1.76% expense ratio.
Risk-Adjusted Performance
FELTX vs. FELCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class M (FELTX) and Fidelity Advisor Semiconductors Fund Class C (FELCX). 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.
Dividends
FELTX vs. FELCX - Dividend Comparison
Neither FELTX nor FELCX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
FELTX Fidelity Advisor Semiconductors Fund Class M | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% | 0.39% | 0.19% | 0.00% | 10.79% |
FELCX Fidelity Advisor Semiconductors Fund Class C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 0.00% | 0.00% | 0.00% | 11.27% |
Drawdowns
FELTX vs. FELCX - Drawdown Comparison
The maximum FELTX drawdown since its inception was -71.42%, roughly equal to the maximum FELCX drawdown of -72.55%. Use the drawdown chart below to compare losses from any high point for FELTX and FELCX. For additional features, visit the drawdowns tool.
Volatility
FELTX vs. FELCX - Volatility Comparison
Fidelity Advisor Semiconductors Fund Class M (FELTX) and Fidelity Advisor Semiconductors Fund Class C (FELCX) have volatilities of 9.69% and 9.69%, 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.