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FFGAX vs. SGGDX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FFGAX and SGGDX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

FFGAX vs. SGGDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Global Commodity Stock Fund Class A (FFGAX) and First Eagle Gold Fund (SGGDX). The values are adjusted to include any dividend payments, if applicable.

50.00%100.00%150.00%December2025FebruaryMarchAprilMay
157.60%
88.30%
FFGAX
SGGDX

Key characteristics

Sharpe Ratio

FFGAX:

-0.27

SGGDX:

1.62

Sortino Ratio

FFGAX:

-0.19

SGGDX:

2.16

Omega Ratio

FFGAX:

0.97

SGGDX:

1.28

Calmar Ratio

FFGAX:

-0.20

SGGDX:

1.42

Martin Ratio

FFGAX:

-0.66

SGGDX:

6.01

Ulcer Index

FFGAX:

7.23%

SGGDX:

7.30%

Daily Std Dev

FFGAX:

20.15%

SGGDX:

27.44%

Max Drawdown

FFGAX:

-54.91%

SGGDX:

-71.51%

Current Drawdown

FFGAX:

-13.82%

SGGDX:

-4.58%

Returns By Period

In the year-to-date period, FFGAX achieves a 1.12% return, which is significantly lower than SGGDX's 39.17% return. Over the past 10 years, FFGAX has underperformed SGGDX with an annualized return of 5.55%, while SGGDX has yielded a comparatively higher 9.92% annualized return.


FFGAX

YTD

1.12%

1M

13.31%

6M

-5.82%

1Y

-5.34%

5Y*

15.00%

10Y*

5.55%

SGGDX

YTD

39.17%

1M

14.92%

6M

23.62%

1Y

44.01%

5Y*

9.78%

10Y*

9.92%

*Annualized

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FFGAX vs. SGGDX - Expense Ratio Comparison

FFGAX has a 1.23% expense ratio, which is higher than SGGDX's 1.19% expense ratio.


Risk-Adjusted Performance

FFGAX vs. SGGDX — Risk-Adjusted Performance Rank

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

FFGAX
The Risk-Adjusted Performance Rank of FFGAX is 99
Overall Rank
The Sharpe Ratio Rank of FFGAX is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of FFGAX is 1010
Sortino Ratio Rank
The Omega Ratio Rank of FFGAX is 1010
Omega Ratio Rank
The Calmar Ratio Rank of FFGAX is 88
Calmar Ratio Rank
The Martin Ratio Rank of FFGAX is 88
Martin Ratio Rank

SGGDX
The Risk-Adjusted Performance Rank of SGGDX is 8989
Overall Rank
The Sharpe Ratio Rank of SGGDX is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of SGGDX is 8989
Sortino Ratio Rank
The Omega Ratio Rank of SGGDX is 8787
Omega Ratio Rank
The Calmar Ratio Rank of SGGDX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of SGGDX is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FFGAX vs. SGGDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Global Commodity Stock Fund Class A (FFGAX) and First Eagle Gold Fund (SGGDX). 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 FFGAX Sharpe Ratio is -0.27, which is lower than the SGGDX Sharpe Ratio of 1.62. The chart below compares the historical Sharpe Ratios of FFGAX and SGGDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50December2025FebruaryMarchAprilMay
-0.27
1.62
FFGAX
SGGDX

Dividends

FFGAX vs. SGGDX - Dividend Comparison

FFGAX's dividend yield for the trailing twelve months is around 2.29%, less than SGGDX's 3.78% yield.


TTM20242023202220212020201920182017201620152014
FFGAX
Fidelity Advisor Global Commodity Stock Fund Class A
2.29%2.32%1.79%1.68%3.16%1.30%2.84%1.77%0.65%0.69%2.51%2.45%
SGGDX
First Eagle Gold Fund
3.78%5.26%0.87%0.00%0.96%1.25%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FFGAX vs. SGGDX - Drawdown Comparison

The maximum FFGAX drawdown since its inception was -54.91%, smaller than the maximum SGGDX drawdown of -71.51%. Use the drawdown chart below to compare losses from any high point for FFGAX and SGGDX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-13.82%
-4.58%
FFGAX
SGGDX

Volatility

FFGAX vs. SGGDX - Volatility Comparison

The current volatility for Fidelity Advisor Global Commodity Stock Fund Class A (FFGAX) is 8.40%, while First Eagle Gold Fund (SGGDX) has a volatility of 11.77%. This indicates that FFGAX experiences smaller price fluctuations and is considered to be less risky than SGGDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
8.40%
11.77%
FFGAX
SGGDX