FIDZX vs. FBKWX
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) and Fidelity Advisor Total Bond Fund Class Z (FBKWX).
FIDZX is managed by Fidelity. It was launched on Feb 1, 2017. FBKWX is managed by Fidelity. It was launched on Oct 15, 2002.
Performance
FIDZX vs. FBKWX - Performance Comparison
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FIDZX vs. FBKWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIDZX Fidelity Advisor International Capital Appreciation Fund Class Z | -4.83% | 18.83% | 8.15% | 27.79% | -26.45% | 12.40% | 22.36% | 32.97% | -12.72% | 28.67% |
FBKWX Fidelity Advisor Total Bond Fund Class Z | -0.37% | 7.60% | 2.20% | 6.56% | -13.55% | -0.27% | 9.46% | 9.88% | -0.56% | 3.54% |
Returns By Period
In the year-to-date period, FIDZX achieves a -4.83% return, which is significantly lower than FBKWX's -0.37% return.
FIDZX
- 1D
- 3.60%
- 1M
- -9.01%
- YTD
- -4.83%
- 6M
- -5.30%
- 1Y
- 9.89%
- 3Y*
- 11.16%
- 5Y*
- 4.87%
- 10Y*
- —
FBKWX
- 1D
- 0.10%
- 1M
- -1.75%
- YTD
- -0.37%
- 6M
- 0.39%
- 1Y
- 4.05%
- 3Y*
- 4.16%
- 5Y*
- 0.67%
- 10Y*
- 2.58%
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FIDZX vs. FBKWX - Expense Ratio Comparison
FIDZX has a 0.85% expense ratio, which is higher than FBKWX's 0.36% expense ratio.
Return for Risk
FIDZX vs. FBKWX — Risk / Return Rank
FIDZX
FBKWX
FIDZX vs. FBKWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) and Fidelity Advisor Total Bond Fund Class Z (FBKWX). 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.
| FIDZX | FBKWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 1.00 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.89 | 1.44 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.17 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 1.71 | -1.05 |
Martin ratioReturn relative to average drawdown | 2.57 | 5.16 | -2.59 |
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
| FIDZX | FBKWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 1.00 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.12 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.55 | -0.01 |
Correlation
The correlation between FIDZX and FBKWX is 0.14, 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
FIDZX vs. FBKWX - Dividend Comparison
FIDZX's dividend yield for the trailing twelve months is around 5.85%, more than FBKWX's 4.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDZX Fidelity Advisor International Capital Appreciation Fund Class Z | 5.85% | 5.57% | 0.84% | 0.46% | 0.00% | 3.90% | 0.19% | 0.63% | 0.67% | 0.28% | 0.00% | 0.00% |
FBKWX Fidelity Advisor Total Bond Fund Class Z | 4.10% | 4.45% | 4.22% | 3.52% | 2.59% | 1.97% | 5.32% | 3.11% | 3.30% | 3.07% | 3.71% | 3.38% |
Drawdowns
FIDZX vs. FBKWX - Drawdown Comparison
The maximum FIDZX drawdown since its inception was -37.17%, which is greater than FBKWX's maximum drawdown of -18.31%. Use the drawdown chart below to compare losses from any high point for FIDZX and FBKWX.
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Drawdown Indicators
| FIDZX | FBKWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.17% | -18.31% | -18.86% |
Max Drawdown (1Y)Largest decline over 1 year | -14.44% | -2.86% | -11.58% |
Max Drawdown (5Y)Largest decline over 5 years | -37.17% | -18.31% | -18.86% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.31% | — |
Current DrawdownCurrent decline from peak | -11.36% | -2.25% | -9.11% |
Average DrawdownAverage peak-to-trough decline | -7.62% | -3.69% | -3.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 0.95% | +2.72% |
Volatility
FIDZX vs. FBKWX - Volatility Comparison
Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) has a higher volatility of 8.79% compared to Fidelity Advisor Total Bond Fund Class Z (FBKWX) at 1.50%. This indicates that FIDZX's price experiences larger fluctuations and is considered to be riskier than FBKWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIDZX | FBKWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.79% | 1.50% | +7.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.85% | 2.64% | +10.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.76% | 4.42% | +15.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.52% | 5.67% | +12.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.23% | 4.74% | +13.49% |