FIFVX vs. ^GSPC

Last updated Apr 2, 2026

Compare and contrast key facts about Fidelity Advisor Founders Fund Class I (FIFVX) and S&P 500 Index (^GSPC).

FIFVX is managed by Fidelity. It was launched on Feb 14, 2019.

Performance

FIFVX vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Founders Fund Class I (FIFVX) and S&P 500 Index (^GSPC). The values are adjusted to include any dividend payments, if applicable.

FIFVX vs. ^GSPC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
FIFVX Fidelity Advisor Founders Fund Class I	-6.98%	16.39%	36.46%	34.03%	-26.71%	19.10%	47.20%	14.05%
^GSPC S&P 500 Index	-3.95%	16.39%	23.31%	24.23%	-19.44%	26.89%	16.26%	15.69%

Returns By Period

In the year-to-date period, FIFVX achieves a -6.98% return, which is significantly lower than ^GSPC's -3.95% return.

FIFVX

• 1D: 3.44%
• 1M: -6.95%
• YTD: -6.98%
• 6M: -7.33%
• 1Y: 16.00%
• 3Y*: 21.41%
• 5Y*: 10.34%
• 10Y*: —

^GSPC

• 1D: 0.72%
• 1M: -4.45%
• YTD: -3.95%
• 6M: -2.02%
• 1Y: 16.73%
• 3Y*: 16.96%
• 5Y*: 10.34%
• 10Y*: 12.24%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

FIFVX vs. ^GSPC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIFVX

FIFVX Risk / Return Rank: 37
FIFVX Sharpe Ratio Rank: 31
FIFVX Sortino Ratio Rank: 35
FIFVX Omega Ratio Rank: 36
FIFVX Calmar Ratio Rank: 43
FIFVX Martin Ratio Rank: 42

^GSPC

^GSPC Risk / Return Rank: 67
^GSPC Sharpe Ratio Rank: 63
^GSPC Sortino Ratio Rank: 64
^GSPC Omega Ratio Rank: 69
^GSPC Calmar Ratio Rank: 60
^GSPC Martin Ratio Rank: 77

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIFVX vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Founders Fund Class I (FIFVX) and S&P 500 Index (^GSPC). 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.

	FIFVX	^GSPC	Difference
Sharpe ratio Return per unit of total volatility	0.80	0.92	-0.11
Sortino ratio Return per unit of downside risk	1.27	1.41	-0.14
Omega ratio Gain probability vs. loss probability	1.19	1.21	-0.03
Calmar ratio Return relative to maximum drawdown	1.27	1.41	-0.15
Martin ratio Return relative to average drawdown	4.88	6.61	-1.74
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FIFVX vs. ^GSPC - Sharpe Ratio Comparison

The current FIFVX Sharpe Ratio is 0.80, which is comparable to the ^GSPC Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of FIFVX and ^GSPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FIFVX	^GSPC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.80	0.92	-0.11
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.49	0.61	-0.12
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.68	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.72	0.46	+0.26

Correlation

The correlation between FIFVX and ^GSPC is 0.90, 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.

Drawdowns

FIFVX vs. ^GSPC - Drawdown Comparison

The maximum FIFVX drawdown since its inception was -32.48%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for FIFVX and ^GSPC.

Drawdown Indicators

	FIFVX	^GSPC	Difference
Max Drawdown Largest peak-to-trough decline	-32.48%	-56.78%	+24.30%
Max Drawdown (1Y) Largest decline over 1 year	-13.04%	-12.14%	-0.90%
Max Drawdown (5Y) Largest decline over 5 years	-32.48%	-25.43%	-7.05%
Max Drawdown (10Y) Largest decline over 10 years	—	-33.92%	—
Current Drawdown Current decline from peak	-9.24%	-5.78%	-3.46%
Average Drawdown Average peak-to-trough decline	-8.14%	-10.75%	+2.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.39%	2.60%	+0.79%

Volatility

FIFVX vs. ^GSPC - Volatility Comparison

Fidelity Advisor Founders Fund Class I (FIFVX) has a higher volatility of 6.71% compared to S&P 500 Index (^GSPC) at 5.37%. This indicates that FIFVX's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FIFVX	^GSPC	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.71%	5.37%	+1.34%
Volatility (6M) Calculated over the trailing 6-month period	11.18%	9.55%	+1.63%
Volatility (1Y) Calculated over the trailing 1-year period	21.00%	18.33%	+2.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.18%	16.90%	+4.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.71%	18.05%	+4.66%