FGUMX vs. NWXHX
Compare and contrast key facts about Fidelity Advisor High Income Fund Class Z (FGUMX) and Nationwide Amundi Strategic Income Fund (NWXHX).
FGUMX is managed by Fidelity. It was launched on Dec 4, 2018. NWXHX is managed by Nationwide. It was launched on Nov 1, 2015.
Performance
FGUMX vs. NWXHX - Performance Comparison
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FGUMX vs. NWXHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FGUMX Fidelity Advisor High Income Fund Class Z | -0.09% | 9.92% | 9.53% | 11.08% | -13.03% | 3.72% | 2.41% | 14.34% | -3.08% |
NWXHX Nationwide Amundi Strategic Income Fund | 0.76% | 7.36% | 9.76% | 9.39% | 3.56% | 4.86% | 3.48% | 10.18% | -1.01% |
Returns By Period
In the year-to-date period, FGUMX achieves a -0.09% return, which is significantly lower than NWXHX's 0.76% return.
FGUMX
- 1D
- 0.63%
- 1M
- -1.48%
- YTD
- -0.09%
- 6M
- 1.23%
- 1Y
- 8.63%
- 3Y*
- 9.11%
- 5Y*
- 3.89%
- 10Y*
- —
NWXHX
- 1D
- 0.00%
- 1M
- -0.21%
- YTD
- 0.76%
- 6M
- 2.00%
- 1Y
- 6.79%
- 3Y*
- 8.51%
- 5Y*
- 6.51%
- 10Y*
- 6.99%
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FGUMX vs. NWXHX - Expense Ratio Comparison
FGUMX has a 0.64% expense ratio, which is higher than NWXHX's 0.61% expense ratio.
Return for Risk
FGUMX vs. NWXHX — Risk / Return Rank
FGUMX
NWXHX
FGUMX vs. NWXHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor High Income Fund Class Z (FGUMX) and Nationwide Amundi Strategic Income Fund (NWXHX). 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.
| FGUMX | NWXHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.20 | 4.08 | -1.88 |
Sortino ratioReturn per unit of downside risk | 3.09 | 5.70 | -2.61 |
Omega ratioGain probability vs. loss probability | 1.51 | 2.29 | -0.78 |
Calmar ratioReturn relative to maximum drawdown | 2.78 | 4.69 | -1.91 |
Martin ratioReturn relative to average drawdown | 12.25 | 27.35 | -15.09 |
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
| FGUMX | NWXHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.20 | 4.08 | -1.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 1.77 | -1.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 1.58 | -0.89 |
Correlation
The correlation between FGUMX and NWXHX is 0.24, 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
FGUMX vs. NWXHX - Dividend Comparison
FGUMX's dividend yield for the trailing twelve months is around 6.02%, more than NWXHX's 5.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FGUMX Fidelity Advisor High Income Fund Class Z | 6.02% | 6.49% | 6.19% | 5.48% | 3.98% | 4.12% | 4.78% | 5.17% | 0.44% | 0.00% | 0.00% |
NWXHX Nationwide Amundi Strategic Income Fund | 5.09% | 5.19% | 5.09% | 4.57% | 16.34% | 4.20% | 4.92% | 3.94% | 4.59% | 8.67% | 7.55% |
Drawdowns
FGUMX vs. NWXHX - Drawdown Comparison
The maximum FGUMX drawdown since its inception was -22.36%, roughly equal to the maximum NWXHX drawdown of -22.96%. Use the drawdown chart below to compare losses from any high point for FGUMX and NWXHX.
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Drawdown Indicators
| FGUMX | NWXHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.36% | -22.96% | +0.60% |
Max Drawdown (1Y)Largest decline over 1 year | -3.32% | -1.30% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -16.53% | -5.52% | -11.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.96% | — |
Current DrawdownCurrent decline from peak | -1.60% | -0.41% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -3.57% | -1.06% | -2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.75% | 0.24% | +0.51% |
Volatility
FGUMX vs. NWXHX - Volatility Comparison
Fidelity Advisor High Income Fund Class Z (FGUMX) has a higher volatility of 1.54% compared to Nationwide Amundi Strategic Income Fund (NWXHX) at 0.40%. This indicates that FGUMX's price experiences larger fluctuations and is considered to be riskier than NWXHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGUMX | NWXHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.54% | 0.40% | +1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | 0.76% | +1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.02% | 1.62% | +2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.28% | 3.70% | +1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.41% | 4.43% | +1.98% |