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FIDLX vs. SHXPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FIDLX vs. SHXPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Large Cap Fund Class Z (FIDLX) and American Beacon Shapiro Equity Opportunities Fund (SHXPX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


FIDLX

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*

SHXPX

1D
0.13%
1M
0.19%
6M
YTD
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FIDLX vs. SHXPX - Yearly Performance Comparison


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Return for Risk

FIDLX vs. SHXPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Fund Class Z (FIDLX) and American Beacon Shapiro Equity Opportunities Fund (SHXPX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

FIDLX vs. SHXPX - Sharpe Ratio Comparison


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Drawdowns

FIDLX vs. SHXPX - Drawdown Comparison


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Drawdown Indicators


FIDLXSHXPXDifference

Max Drawdown

Largest peak-to-trough decline

-0.13%

Current Drawdown

Current decline from peak

0.00%

Average Drawdown

Average peak-to-trough decline

-0.01%

Volatility

FIDLX vs. SHXPX - Volatility Comparison


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Volatility by Period


FIDLXSHXPXDifference

Volatility (1Y)

Calculated over the trailing 1-year period

1.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.33%

FIDLX vs. SHXPX - Expense Ratio Comparison

FIDLX has a 0.42% expense ratio, which is lower than SHXPX's 1.21% expense ratio.


Dividends

FIDLX vs. SHXPX - Dividend Comparison

FIDLX has not paid dividends to shareholders, while SHXPX's dividend yield for the trailing twelve months is around 108.18%.


PositionTTM202520242023202220212020201920182017
FIDLX
Fidelity Advisor Large Cap Fund Class Z
5.87%5.87%6.23%3.56%2.42%6.64%5.53%8.55%17.01%6.13%
SHXPX
American Beacon Shapiro Equity Opportunities Fund
108.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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