FFRTX vs. FTHRX
Compare and contrast key facts about Fidelity Advisor Floating Rate High Income Fund Class M (FFRTX) and Fidelity Intermediate Bond Fund (FTHRX).
FFRTX is managed by Fidelity. It was launched on Aug 16, 2000. FTHRX is managed by Fidelity. It was launched on May 23, 1975.
Performance
FFRTX vs. FTHRX - Performance Comparison
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FFRTX vs. FTHRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFRTX Fidelity Advisor Floating Rate High Income Fund Class M | -0.66% | 5.16% | 6.95% | 11.37% | -1.77% | 4.73% | 1.36% | 8.29% | -0.21% | 3.61% |
FTHRX Fidelity Intermediate Bond Fund | -0.49% | 6.89% | 3.25% | 5.55% | -9.17% | -1.60% | 7.06% | 7.20% | 0.52% | 2.31% |
Returns By Period
In the year-to-date period, FFRTX achieves a -0.66% return, which is significantly lower than FTHRX's -0.49% return. Over the past 10 years, FFRTX has outperformed FTHRX with an annualized return of 4.61%, while FTHRX has yielded a comparatively lower 2.07% annualized return.
FFRTX
- 1D
- 0.00%
- 1M
- 0.11%
- YTD
- -0.66%
- 6M
- 0.53%
- 1Y
- 4.26%
- 3Y*
- 6.50%
- 5Y*
- 4.76%
- 10Y*
- 4.61%
FTHRX
- 1D
- 0.29%
- 1M
- -1.72%
- YTD
- -0.49%
- 6M
- 0.55%
- 1Y
- 3.89%
- 3Y*
- 4.22%
- 5Y*
- 1.13%
- 10Y*
- 2.07%
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FFRTX vs. FTHRX - Expense Ratio Comparison
FFRTX has a 0.99% expense ratio, which is higher than FTHRX's 0.45% expense ratio.
Return for Risk
FFRTX vs. FTHRX — Risk / Return Rank
FFRTX
FTHRX
FFRTX vs. FTHRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Floating Rate High Income Fund Class M (FFRTX) and Fidelity Intermediate Bond Fund (FTHRX). 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.
| FFRTX | FTHRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 1.41 | +0.04 |
Sortino ratioReturn per unit of downside risk | 2.01 | 2.11 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.26 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.19 | -0.59 |
Martin ratioReturn relative to average drawdown | 7.56 | 7.84 | -0.28 |
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
| FFRTX | FTHRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 1.41 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.74 | 0.28 | +1.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.13 | 0.61 | +0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.15 | 0.91 | +0.23 |
Correlation
The correlation between FFRTX and FTHRX is 0.11, 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.
Dividends
FFRTX vs. FTHRX - Dividend Comparison
FFRTX's dividend yield for the trailing twelve months is around 6.48%, more than FTHRX's 3.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFRTX Fidelity Advisor Floating Rate High Income Fund Class M | 6.48% | 7.12% | 6.70% | 7.25% | 3.57% | 2.47% | 3.54% | 4.84% | 4.41% | 3.76% | 4.04% | 3.34% |
FTHRX Fidelity Intermediate Bond Fund | 3.35% | 3.59% | 3.49% | 2.94% | 1.55% | 1.53% | 4.16% | 2.49% | 2.48% | 2.20% | 2.63% | 2.13% |
Drawdowns
FFRTX vs. FTHRX - Drawdown Comparison
The maximum FFRTX drawdown since its inception was -22.24%, which is greater than FTHRX's maximum drawdown of -19.01%. Use the drawdown chart below to compare losses from any high point for FFRTX and FTHRX.
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Drawdown Indicators
| FFRTX | FTHRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.24% | -19.01% | -3.23% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -2.11% | -0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -6.01% | -13.18% | +7.17% |
Max Drawdown (10Y)Largest decline over 10 years | -22.24% | -13.25% | -8.99% |
Current DrawdownCurrent decline from peak | -0.88% | -1.72% | +0.84% |
Average DrawdownAverage peak-to-trough decline | -1.04% | -3.07% | +2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.60% | 0.59% | +0.01% |
Volatility
FFRTX vs. FTHRX - Volatility Comparison
The current volatility for Fidelity Advisor Floating Rate High Income Fund Class M (FFRTX) is 0.71%, while Fidelity Intermediate Bond Fund (FTHRX) has a volatility of 1.11%. This indicates that FFRTX experiences smaller price fluctuations and is considered to be less risky than FTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFRTX | FTHRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.71% | 1.11% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 1.64% | 1.84% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.24% | 3.08% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.76% | 4.00% | -1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.08% | 3.39% | +0.69% |