FFRIX vs. BFRNX

In the year-to-date period, FFRIX achieves a 0.03% return, which is significantly lower than BFRNX's 0.96% return.

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FFRIX has a 0.72% expense ratio, which is lower than BFRNX's 1.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Floating Rate High Income Fund Class I (FFRIX) and Barrow Hanley Floating Rate Fund (BFRNX). 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 FFRIX Sharpe Ratio is 1.69, which is comparable to the BFRNX Sharpe Ratio of 1.78. The chart below compares the historical Sharpe Ratios of FFRIX and BFRNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FFRIX's dividend yield for the trailing twelve months is around 7.39%, less than BFRNX's 9.78% yield.

The maximum FFRIX drawdown since its inception was -22.13%, which is greater than BFRNX's maximum drawdown of -4.91%. Use the drawdown chart below to compare losses from any high point for FFRIX and BFRNX. For additional features, visit the drawdowns tool.

Fidelity Advisor Floating Rate High Income Fund Class I (FFRIX) and Barrow Hanley Floating Rate Fund (BFRNX) have volatilities of 0.79% and 0.81%, 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.