FGBCX vs. AMAGX
Compare and contrast key facts about Fidelity Advisor Investment Grade Bond Fund Class C (FGBCX) and Amana Mutual Funds Trust Growth Fund (AMAGX).
FGBCX is managed by Fidelity. It was launched on Aug 27, 2002. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Performance
FGBCX vs. AMAGX - Performance Comparison
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FGBCX vs. AMAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGBCX Fidelity Advisor Investment Grade Bond Fund Class C | -0.53% | 6.08% | 0.04% | 5.09% | -14.63% | -1.98% | 8.73% | 8.49% | -1.43% | 2.68% |
AMAGX Amana Mutual Funds Trust Growth Fund | -6.55% | 17.62% | 15.73% | 25.67% | -19.49% | 31.51% | 32.93% | 33.09% | 2.47% | 28.91% |
Returns By Period
In the year-to-date period, FGBCX achieves a -0.53% return, which is significantly higher than AMAGX's -6.55% return. Over the past 10 years, FGBCX has underperformed AMAGX with an annualized return of 1.17%, while AMAGX has yielded a comparatively higher 15.34% annualized return.
FGBCX
- 1D
- 0.56%
- 1M
- -2.29%
- YTD
- -0.53%
- 6M
- 0.05%
- 1Y
- 2.91%
- 3Y*
- 2.51%
- 5Y*
- -0.76%
- 10Y*
- 1.17%
AMAGX
- 1D
- -0.85%
- 1M
- -9.83%
- YTD
- -6.55%
- 6M
- -4.04%
- 1Y
- 19.84%
- 3Y*
- 14.07%
- 5Y*
- 10.31%
- 10Y*
- 15.34%
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FGBCX vs. AMAGX - Expense Ratio Comparison
FGBCX has a 1.53% expense ratio, which is higher than AMAGX's 0.91% expense ratio.
Return for Risk
FGBCX vs. AMAGX — Risk / Return Rank
FGBCX
AMAGX
FGBCX vs. AMAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Investment Grade Bond Fund Class C (FGBCX) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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.
| FGBCX | AMAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.02 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.54 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.22 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.52 | -0.15 |
Martin ratioReturn relative to average drawdown | 3.85 | 6.41 | -2.56 |
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
| FGBCX | AMAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.02 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.13 | 0.57 | -0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.84 | -0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.64 | -0.28 |
Correlation
The correlation between FGBCX and AMAGX is -0.10. 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
FGBCX vs. AMAGX - Dividend Comparison
FGBCX's dividend yield for the trailing twelve months is around 2.60%, while AMAGX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGBCX Fidelity Advisor Investment Grade Bond Fund Class C | 2.60% | 2.82% | 2.44% | 2.27% | 1.10% | 0.47% | 3.73% | 1.69% | 1.76% | 0.99% | 1.54% | 1.64% |
AMAGX Amana Mutual Funds Trust Growth Fund | 0.00% | 0.00% | 3.95% | 0.65% | 3.64% | 0.52% | 5.44% | 3.15% | 3.47% | 10.90% | 13.67% | 7.45% |
Drawdowns
FGBCX vs. AMAGX - Drawdown Comparison
The maximum FGBCX drawdown since its inception was -19.98%, smaller than the maximum AMAGX drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for FGBCX and AMAGX.
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Drawdown Indicators
| FGBCX | AMAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.98% | -57.64% | +37.66% |
Max Drawdown (1Y)Largest decline over 1 year | -2.83% | -11.84% | +9.01% |
Max Drawdown (5Y)Largest decline over 5 years | -19.42% | -28.09% | +8.67% |
Max Drawdown (10Y)Largest decline over 10 years | -19.98% | -28.09% | +8.11% |
Current DrawdownCurrent decline from peak | -7.47% | -11.04% | +3.57% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -10.32% | +5.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 2.80% | -1.79% |
Volatility
FGBCX vs. AMAGX - Volatility Comparison
The current volatility for Fidelity Advisor Investment Grade Bond Fund Class C (FGBCX) is 1.53%, while Amana Mutual Funds Trust Growth Fund (AMAGX) has a volatility of 5.96%. This indicates that FGBCX experiences smaller price fluctuations and is considered to be less risky than AMAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGBCX | AMAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.53% | 5.96% | -4.43% |
Volatility (6M)Calculated over the trailing 6-month period | 2.52% | 12.00% | -9.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 20.16% | -15.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 18.18% | -12.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.94% | 18.27% | -13.33% |