Correlation
The correlation between FFRTX and VFSUX is -0.14. 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.
FFRTX vs. VFSUX
Compare and contrast key facts about Fidelity Advisor Floating Rate High Income Fund Class M (FFRTX) and Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX).
FFRTX is managed by Fidelity. It was launched on Aug 16, 2000. VFSUX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFRTX or VFSUX.
Performance
FFRTX vs. VFSUX - Performance Comparison
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Key characteristics
FFRTX:
1.97
VFSUX:
1.47
FFRTX:
2.69
VFSUX:
2.25
FFRTX:
1.59
VFSUX:
1.46
FFRTX:
1.65
VFSUX:
2.23
FFRTX:
8.09
VFSUX:
12.51
FFRTX:
0.65%
VFSUX:
0.58%
FFRTX:
3.08%
VFSUX:
4.91%
FFRTX:
-22.24%
VFSUX:
-9.25%
FFRTX:
0.00%
VFSUX:
-0.19%
Returns By Period
In the year-to-date period, FFRTX achieves a 0.68% return, which is significantly lower than VFSUX's 2.50% return. Over the past 10 years, FFRTX has outperformed VFSUX with an annualized return of 4.30%, while VFSUX has yielded a comparatively lower 2.40% annualized return.
FFRTX
0.68%
1.11%
1.62%
6.10%
7.66%
6.74%
4.30%
VFSUX
2.50%
-0.19%
2.38%
7.15%
4.06%
2.04%
2.40%
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FFRTX vs. VFSUX - Expense Ratio Comparison
FFRTX has a 0.99% expense ratio, which is higher than VFSUX's 0.10% expense ratio.
Risk-Adjusted Performance
FFRTX vs. VFSUX — Risk-Adjusted Performance Rank
FFRTX
VFSUX
FFRTX vs. VFSUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Floating Rate High Income Fund Class M (FFRTX) and Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX). 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.
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Dividends
FFRTX vs. VFSUX - Dividend Comparison
FFRTX's dividend yield for the trailing twelve months is around 7.73%, more than VFSUX's 4.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFRTX Fidelity Advisor Floating Rate High Income Fund Class M | 7.73% | 8.03% | 7.96% | 4.74% | 2.95% | 3.53% | 4.85% | 4.41% | 3.76% | 3.57% | 3.86% | 3.61% |
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 4.33% | 4.16% | 3.14% | 2.03% | 2.09% | 2.33% | 2.92% | 2.78% | 2.12% | 2.15% | 2.09% | 2.24% |
Drawdowns
FFRTX vs. VFSUX - Drawdown Comparison
The maximum FFRTX drawdown since its inception was -22.24%, which is greater than VFSUX's maximum drawdown of -9.25%. Use the drawdown chart below to compare losses from any high point for FFRTX and VFSUX.
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Volatility
FFRTX vs. VFSUX - Volatility Comparison
The current volatility for Fidelity Advisor Floating Rate High Income Fund Class M (FFRTX) is 0.54%, while Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) has a volatility of 4.17%. This indicates that FFRTX experiences smaller price fluctuations and is considered to be less risky than VFSUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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