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FIIAX vs. ETIDX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIIAX vs. ETIDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Mid Cap II Fund Class A (FIIAX) and Eventide Dividend Opportunities Fund (ETIDX). The values are adjusted to include any dividend payments, if applicable.

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FIIAX vs. ETIDX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FIIAX
Fidelity Advisor Mid Cap II Fund Class A
6.23%7.21%16.96%14.68%-15.04%24.94%18.34%23.32%-15.21%4.98%
ETIDX
Eventide Dividend Opportunities Fund
6.28%5.67%16.56%19.67%-21.77%31.98%25.38%27.07%-10.37%3.36%

Returns By Period

The year-to-date returns for both investments are quite close, with FIIAX having a 6.23% return and ETIDX slightly higher at 6.28%.


FIIAX

1D
1.27%
1M
-3.07%
YTD
6.23%
6M
10.45%
1Y
24.66%
3Y*
13.95%
5Y*
7.62%
10Y*
10.85%

ETIDX

1D
0.80%
1M
-2.37%
YTD
6.28%
6M
3.34%
1Y
12.73%
3Y*
15.18%
5Y*
8.33%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FIIAX vs. ETIDX - Expense Ratio Comparison

FIIAX has a 1.00% expense ratio, which is higher than ETIDX's 0.95% expense ratio.


Return for Risk

FIIAX vs. ETIDX — Risk / Return Rank

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

FIIAX
FIIAX Risk / Return Rank: 6060
Overall Rank
FIIAX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
FIIAX Sortino Ratio Rank: 5656
Sortino Ratio Rank
FIIAX Omega Ratio Rank: 5454
Omega Ratio Rank
FIIAX Calmar Ratio Rank: 6464
Calmar Ratio Rank
FIIAX Martin Ratio Rank: 6969
Martin Ratio Rank

ETIDX
ETIDX Risk / Return Rank: 2929
Overall Rank
ETIDX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
ETIDX Sortino Ratio Rank: 2626
Sortino Ratio Rank
ETIDX Omega Ratio Rank: 2424
Omega Ratio Rank
ETIDX Calmar Ratio Rank: 3333
Calmar Ratio Rank
ETIDX Martin Ratio Rank: 3838
Martin Ratio Rank
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.

FIIAX vs. ETIDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap II Fund Class A (FIIAX) and Eventide Dividend Opportunities Fund (ETIDX). 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.


FIIAXETIDXDifference

Sharpe ratio

Return per unit of total volatility

1.21

0.78

+0.43

Sortino ratio

Return per unit of downside risk

1.73

1.17

+0.56

Omega ratio

Gain probability vs. loss probability

1.25

1.16

+0.09

Calmar ratio

Return relative to maximum drawdown

1.84

1.20

+0.64

Martin ratio

Return relative to average drawdown

8.06

4.93

+3.13

FIIAX vs. ETIDX - Sharpe Ratio Comparison

The current FIIAX Sharpe Ratio is 1.21, which is higher than the ETIDX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of FIIAX and ETIDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FIIAXETIDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.21

0.78

+0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.38

0.48

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.59

-0.09

Correlation

The correlation between FIIAX and ETIDX 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.


Dividends

FIIAX vs. ETIDX - Dividend Comparison

FIIAX's dividend yield for the trailing twelve months is around 6.65%, more than ETIDX's 3.36% yield.


TTM20252024202320222021202020192018201720162015
FIIAX
Fidelity Advisor Mid Cap II Fund Class A
6.65%6.21%6.89%2.59%5.68%18.94%1.12%3.21%10.53%7.60%8.69%4.74%
ETIDX
Eventide Dividend Opportunities Fund
3.36%3.58%0.64%0.67%1.98%2.78%1.05%1.99%2.16%1.41%0.00%0.00%

Drawdowns

FIIAX vs. ETIDX - Drawdown Comparison

The maximum FIIAX drawdown since its inception was -53.35%, which is greater than ETIDX's maximum drawdown of -34.12%. Use the drawdown chart below to compare losses from any high point for FIIAX and ETIDX.


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Drawdown Indicators


FIIAXETIDXDifference

Max Drawdown

Largest peak-to-trough decline

-53.35%

-34.12%

-19.23%

Max Drawdown (1Y)

Largest decline over 1 year

-9.83%

-7.60%

-2.23%

Max Drawdown (5Y)

Largest decline over 5 years

-28.25%

-29.11%

+0.86%

Max Drawdown (10Y)

Largest decline over 10 years

-42.33%

Current Drawdown

Current decline from peak

-5.38%

-4.58%

-0.80%

Average Drawdown

Average peak-to-trough decline

-8.26%

-7.21%

-1.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.40%

2.95%

+0.45%

Volatility

FIIAX vs. ETIDX - Volatility Comparison

Fidelity Advisor Mid Cap II Fund Class A (FIIAX) has a higher volatility of 8.42% compared to Eventide Dividend Opportunities Fund (ETIDX) at 6.50%. This indicates that FIIAX's price experiences larger fluctuations and is considered to be riskier than ETIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FIIAXETIDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.42%

6.50%

+1.92%

Volatility (6M)

Calculated over the trailing 6-month period

13.96%

11.17%

+2.79%

Volatility (1Y)

Calculated over the trailing 1-year period

22.34%

18.09%

+4.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.29%

17.61%

+2.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.97%

18.30%

+2.67%