FFSIX vs. SFPAX
Compare and contrast key facts about Fidelity Advisor Financial Services Fund Class I (FFSIX) and Saratoga Financial Service Fund (SFPAX).
FFSIX is managed by BlackRock. It was launched on Sep 3, 1996. SFPAX is managed by BlackRock. It was launched on Aug 1, 2000.
Performance
FFSIX vs. SFPAX - Performance Comparison
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FFSIX vs. SFPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFSIX Fidelity Advisor Financial Services Fund Class I | -7.26% | 15.23% | 39.62% | 14.33% | -8.71% | 33.30% | 0.06% | 34.10% | -15.84% | 20.23% |
SFPAX Saratoga Financial Service Fund | 0.00% | 7.00% | 26.05% | 10.58% | -14.36% | 31.17% | -5.81% | 29.63% | -19.23% | 19.28% |
Returns By Period
Over the past 10 years, FFSIX has outperformed SFPAX with an annualized return of 13.28%, while SFPAX has yielded a comparatively lower 9.11% annualized return.
FFSIX
- 1D
- 2.34%
- 1M
- -3.89%
- YTD
- -7.26%
- 6M
- -2.51%
- 1Y
- 7.10%
- 3Y*
- 21.92%
- 5Y*
- 11.63%
- 10Y*
- 13.28%
SFPAX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- -0.90%
- 1Y
- 6.89%
- 3Y*
- 16.47%
- 5Y*
- 7.29%
- 10Y*
- 9.11%
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FFSIX vs. SFPAX - Expense Ratio Comparison
FFSIX has a 0.76% expense ratio, which is lower than SFPAX's 3.81% expense ratio.
Return for Risk
FFSIX vs. SFPAX — Risk / Return Rank
FFSIX
SFPAX
FFSIX vs. SFPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Financial Services Fund Class I (FFSIX) and Saratoga Financial Service Fund (SFPAX). 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.
| FFSIX | SFPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.43 | -0.09 |
Sortino ratioReturn per unit of downside risk | 0.59 | 0.68 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.13 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 0.57 | -0.01 |
Martin ratioReturn relative to average drawdown | 1.73 | 2.51 | -0.78 |
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
| FFSIX | SFPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.43 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.39 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.41 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.14 | +0.17 |
Correlation
The correlation between FFSIX and SFPAX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FFSIX vs. SFPAX - Dividend Comparison
FFSIX's dividend yield for the trailing twelve months is around 7.48%, while SFPAX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFSIX Fidelity Advisor Financial Services Fund Class I | 7.48% | 6.94% | 9.90% | 2.45% | 6.01% | 4.31% | 2.61% | 1.43% | 4.23% | 0.06% | 0.32% | 0.63% |
SFPAX Saratoga Financial Service Fund | 0.00% | 0.00% | 5.91% | 5.05% | 5.71% | 5.03% | 4.18% | 7.10% | 22.58% | 0.00% | 0.00% | 0.00% |
Drawdowns
FFSIX vs. SFPAX - Drawdown Comparison
The maximum FFSIX drawdown since its inception was -75.57%, roughly equal to the maximum SFPAX drawdown of -71.98%. Use the drawdown chart below to compare losses from any high point for FFSIX and SFPAX.
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Drawdown Indicators
| FFSIX | SFPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.57% | -71.98% | -3.59% |
Max Drawdown (1Y)Largest decline over 1 year | -14.39% | -13.17% | -1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -24.92% | -27.51% | +2.59% |
Max Drawdown (10Y)Largest decline over 10 years | -45.98% | -45.64% | -0.34% |
Current DrawdownCurrent decline from peak | -10.06% | -2.65% | -7.41% |
Average DrawdownAverage peak-to-trough decline | -17.25% | -21.06% | +3.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 3.13% | +1.53% |
Volatility
FFSIX vs. SFPAX - Volatility Comparison
Fidelity Advisor Financial Services Fund Class I (FFSIX) has a higher volatility of 5.14% compared to Saratoga Financial Service Fund (SFPAX) at 0.00%. This indicates that FFSIX's price experiences larger fluctuations and is considered to be riskier than SFPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFSIX | SFPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 0.00% | +5.14% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 6.73% | +5.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.22% | 17.59% | +3.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.17% | 19.06% | +2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.85% | 22.67% | +1.18% |