FIIIX vs. FFIZX
Compare and contrast key facts about Fidelity Advisor International Growth Fund Class I (FIIIX) and Fidelity Freedom Index 2040 Fund Institutional Premium Class (FFIZX).
FIIIX is managed by Fidelity. It was launched on Nov 1, 2007. FFIZX is managed by Fidelity. It was launched on Oct 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIIIX or FFIZX.
Key characteristics
| FIIIX | FFIZX | |
|---|---|---|
| YTD Return | 9.74% | 16.30% |
| 1Y Return | 22.11% | 27.29% |
| 3Y Return (Ann) | 0.21% | 4.18% |
| 5Y Return (Ann) | 7.61% | 9.87% |
| Sharpe Ratio | 1.71 | 2.79 |
| Sortino Ratio | 2.41 | 3.90 |
| Omega Ratio | 1.29 | 1.52 |
| Calmar Ratio | 1.28 | 2.48 |
| Martin Ratio | 8.21 | 18.33 |
| Ulcer Index | 2.80% | 1.55% |
| Daily Std Dev | 13.52% | 10.16% |
| Max Drawdown | -55.48% | -30.69% |
| Current Drawdown | -3.01% | -0.08% |
Correlation
The correlation between FIIIX and FFIZX 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.
Performance
FIIIX vs. FFIZX - Performance Comparison
In the year-to-date period, FIIIX achieves a 9.74% return, which is significantly lower than FFIZX's 16.30% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIIIX vs. FFIZX - Expense Ratio Comparison
FIIIX has a 1.00% expense ratio, which is higher than FFIZX's 0.08% expense ratio.
Risk-Adjusted Performance
FIIIX vs. FFIZX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Growth Fund Class I (FIIIX) and Fidelity Freedom Index 2040 Fund Institutional Premium Class (FFIZX). 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.
Dividends
FIIIX vs. FFIZX - Dividend Comparison
FIIIX's dividend yield for the trailing twelve months is around 0.43%, less than FFIZX's 1.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIIIX Fidelity Advisor International Growth Fund Class I | 0.43% | 0.47% | 0.20% | 0.42% | 0.12% | 1.00% | 0.91% | 0.65% | 1.28% | 1.47% | 0.89% | 1.10% |
FFIZX Fidelity Freedom Index 2040 Fund Institutional Premium Class | 1.79% | 2.00% | 2.01% | 1.62% | 1.43% | 1.87% | 2.25% | 1.77% | 1.99% | 2.04% | 0.00% | 0.00% |
Drawdowns
FIIIX vs. FFIZX - Drawdown Comparison
The maximum FIIIX drawdown since its inception was -55.48%, which is greater than FFIZX's maximum drawdown of -30.69%. Use the drawdown chart below to compare losses from any high point for FIIIX and FFIZX. For additional features, visit the drawdowns tool.
Volatility
FIIIX vs. FFIZX - Volatility Comparison
Fidelity Advisor International Growth Fund Class I (FIIIX) has a higher volatility of 3.70% compared to Fidelity Freedom Index 2040 Fund Institutional Premium Class (FFIZX) at 2.71%. This indicates that FIIIX's price experiences larger fluctuations and is considered to be riskier than FFIZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.