FEYIX vs. NWQIX
Compare and contrast key facts about Fidelity Advisor Asset Manager 85% Fund Class I (FEYIX) and Nuveen Flexible Income Fund (NWQIX).
FEYIX is managed by BlackRock. It was launched on Oct 2, 2006. NWQIX is managed by Nuveen. It was launched on Dec 8, 2009.
Performance
FEYIX vs. NWQIX - Performance Comparison
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FEYIX vs. NWQIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEYIX Fidelity Advisor Asset Manager 85% Fund Class I | -3.75% | 20.79% | 12.54% | 19.01% | -18.58% | 17.07% | 19.27% | 26.25% | -9.28% | 21.07% |
NWQIX Nuveen Flexible Income Fund | -0.33% | 12.22% | 6.03% | 11.61% | -13.64% | 4.94% | 5.54% | 18.57% | -4.07% | 9.18% |
Returns By Period
In the year-to-date period, FEYIX achieves a -3.75% return, which is significantly lower than NWQIX's -0.33% return. Over the past 10 years, FEYIX has outperformed NWQIX with an annualized return of 10.10%, while NWQIX has yielded a comparatively lower 5.38% annualized return.
FEYIX
- 1D
- -0.41%
- 1M
- -8.66%
- YTD
- -3.75%
- 6M
- -0.54%
- 1Y
- 17.74%
- 3Y*
- 13.36%
- 5Y*
- 7.38%
- 10Y*
- 10.10%
NWQIX
- 1D
- 0.00%
- 1M
- -2.94%
- YTD
- -0.33%
- 6M
- 2.27%
- 1Y
- 10.77%
- 3Y*
- 9.04%
- 5Y*
- 3.81%
- 10Y*
- 5.38%
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FEYIX vs. NWQIX - Expense Ratio Comparison
FEYIX has a 0.73% expense ratio, which is higher than NWQIX's 0.70% expense ratio.
Return for Risk
FEYIX vs. NWQIX — Risk / Return Rank
FEYIX
NWQIX
FEYIX vs. NWQIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Asset Manager 85% Fund Class I (FEYIX) and Nuveen Flexible Income Fund (NWQIX). 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.
| FEYIX | NWQIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 2.58 | -1.44 |
Sortino ratioReturn per unit of downside risk | 1.65 | 3.49 | -1.84 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.56 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 2.91 | -1.44 |
Martin ratioReturn relative to average drawdown | 6.60 | 11.90 | -5.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FEYIX | NWQIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 2.58 | -1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.68 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.86 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.72 | -0.25 |
Correlation
The correlation between FEYIX and NWQIX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FEYIX vs. NWQIX - Dividend Comparison
FEYIX's dividend yield for the trailing twelve months is around 5.80%, which matches NWQIX's 5.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEYIX Fidelity Advisor Asset Manager 85% Fund Class I | 5.80% | 5.59% | 3.44% | 1.31% | 5.07% | 3.17% | 1.96% | 5.47% | 5.53% | 2.32% | 0.29% | 4.81% |
NWQIX Nuveen Flexible Income Fund | 5.75% | 6.52% | 5.20% | 7.84% | 7.02% | 4.39% | 4.82% | 5.71% | 6.23% | 5.67% | 5.52% | 5.70% |
Drawdowns
FEYIX vs. NWQIX - Drawdown Comparison
The maximum FEYIX drawdown since its inception was -52.68%, which is greater than NWQIX's maximum drawdown of -23.89%. Use the drawdown chart below to compare losses from any high point for FEYIX and NWQIX.
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Drawdown Indicators
| FEYIX | NWQIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.68% | -23.89% | -28.79% |
Max Drawdown (1Y)Largest decline over 1 year | -10.77% | -3.75% | -7.02% |
Max Drawdown (5Y)Largest decline over 5 years | -26.00% | -17.75% | -8.25% |
Max Drawdown (10Y)Largest decline over 10 years | -30.94% | -23.89% | -7.05% |
Current DrawdownCurrent decline from peak | -9.34% | -2.94% | -6.40% |
Average DrawdownAverage peak-to-trough decline | -7.18% | -3.04% | -4.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 0.92% | +1.48% |
Volatility
FEYIX vs. NWQIX - Volatility Comparison
Fidelity Advisor Asset Manager 85% Fund Class I (FEYIX) has a higher volatility of 5.42% compared to Nuveen Flexible Income Fund (NWQIX) at 1.50%. This indicates that FEYIX's price experiences larger fluctuations and is considered to be riskier than NWQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEYIX | NWQIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.42% | 1.50% | +3.92% |
Volatility (6M)Calculated over the trailing 6-month period | 9.28% | 2.76% | +6.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.41% | 4.41% | +11.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.48% | 5.64% | +8.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.16% | 6.31% | +8.85% |