FFI.AX vs. FPDIX
Compare and contrast key facts about FFI Holdings Limited (FFI.AX) and Fidelity Advisor 529 Aggressive Growth Portfolio Class I (FPDIX).
FPDIX is an actively managed fund by Fidelity. It was launched on Jun 13, 2019.
Performance
FFI.AX vs. FPDIX - Performance Comparison
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FFI.AX vs. FPDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FFI.AX FFI Holdings Limited | 3.54% | 34.34% | -13.93% | 2.91% | -38.23% | 32.69% | 27.83% | 11.99% |
FPDIX Fidelity Advisor 529 Aggressive Growth Portfolio Class I | -4.26% | 15.02% | 27.47% | 21.00% | -12.56% | 24.43% | 7.73% | 7.62% |
Different Trading Currencies
FFI.AX is traded in AUD, while FPDIX is traded in USD. To make them comparable, the FPDIX values have been converted to AUD using the latest available exchange rates.
Returns By Period
In the year-to-date period, FFI.AX achieves a 3.54% return, which is significantly higher than FPDIX's -4.26% return.
FFI.AX
- 1D
- 5.38%
- 1M
- 8.48%
- YTD
- 3.54%
- 6M
- 19.41%
- 1Y
- 25.79%
- 3Y*
- 14.43%
- 5Y*
- -0.87%
- 10Y*
- 7.76%
FPDIX
- 1D
- 2.46%
- 1M
- -3.34%
- YTD
- -4.26%
- 6M
- -2.11%
- 1Y
- 10.97%
- 3Y*
- 16.07%
- 5Y*
- 11.17%
- 10Y*
- —
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Return for Risk
FFI.AX vs. FPDIX — Risk / Return Rank
FFI.AX
FPDIX
FFI.AX vs. FPDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FFI Holdings Limited (FFI.AX) and Fidelity Advisor 529 Aggressive Growth Portfolio Class I (FPDIX). 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.
| FFI.AX | FPDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.76 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.17 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 0.48 | +1.32 |
Martin ratioReturn relative to average drawdown | 4.89 | 1.76 | +3.14 |
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
| FFI.AX | FPDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.76 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.88 | -0.90 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.78 | -0.44 |
Correlation
The correlation between FFI.AX and FPDIX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
FFI.AX vs. FPDIX - Dividend Comparison
FFI.AX's dividend yield for the trailing twelve months is around 6.59%, while FPDIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFI.AX FFI Holdings Limited | 6.59% | 4.62% | 3.24% | 2.16% | 2.18% | 3.44% | 4.05% | 4.54% | 4.89% | 4.84% | 5.24% | 5.48% |
FPDIX Fidelity Advisor 529 Aggressive Growth Portfolio Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FFI.AX vs. FPDIX - Drawdown Comparison
The maximum FFI.AX drawdown since its inception was -62.83%, which is greater than FPDIX's maximum drawdown of -23.53%. Use the drawdown chart below to compare losses from any high point for FFI.AX and FPDIX.
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Drawdown Indicators
| FFI.AX | FPDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.83% | -32.81% | -30.02% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -11.68% | -2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -59.17% | -27.82% | -31.35% |
Max Drawdown (10Y)Largest decline over 10 years | -59.17% | — | — |
Current DrawdownCurrent decline from peak | -33.43% | -7.23% | -26.20% |
Average DrawdownAverage peak-to-trough decline | -17.82% | -6.32% | -11.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.27% | 3.61% | +1.66% |
Volatility
FFI.AX vs. FPDIX - Volatility Comparison
FFI Holdings Limited (FFI.AX) has a higher volatility of 9.65% compared to Fidelity Advisor 529 Aggressive Growth Portfolio Class I (FPDIX) at 5.17%. This indicates that FFI.AX's price experiences larger fluctuations and is considered to be riskier than FPDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFI.AX | FPDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.65% | 5.17% | +4.48% |
Volatility (6M)Calculated over the trailing 6-month period | 25.05% | 7.91% | +17.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.13% | 16.19% | +17.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.04% | 13.05% | +26.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.00% | 15.47% | +18.53% |