FIKBX vs. BDMIX
Compare and contrast key facts about Fidelity Advisor Financial Services Fund Class Z (FIKBX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX).
FIKBX is managed by BlackRock. It was launched on Oct 2, 2018. BDMIX is managed by BlackRock. It was launched on Dec 20, 2012.
Performance
FIKBX vs. BDMIX - Performance Comparison
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FIKBX vs. BDMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIKBX Fidelity Advisor Financial Services Fund Class Z | -7.25% | 15.36% | 32.80% | 14.47% | -8.58% | 33.43% | 0.18% | 34.31% | -11.43% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 4.32% | 18.30% | 21.39% | 14.55% | 1.80% | 3.34% | 0.29% | -0.85% | 2.20% |
Returns By Period
In the year-to-date period, FIKBX achieves a -7.25% return, which is significantly lower than BDMIX's 4.32% return.
FIKBX
- 1D
- 2.32%
- 1M
- -3.90%
- YTD
- -7.25%
- 6M
- -2.46%
- 1Y
- 7.21%
- 3Y*
- 19.99%
- 5Y*
- 10.62%
- 10Y*
- —
BDMIX
- 1D
- 0.73%
- 1M
- 1.60%
- YTD
- 4.32%
- 6M
- 8.75%
- 1Y
- 17.17%
- 3Y*
- 18.86%
- 5Y*
- 11.38%
- 10Y*
- 7.29%
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FIKBX vs. BDMIX - Expense Ratio Comparison
FIKBX has a 0.64% expense ratio, which is lower than BDMIX's 1.57% expense ratio.
Return for Risk
FIKBX vs. BDMIX — Risk / Return Rank
FIKBX
BDMIX
FIKBX vs. BDMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Financial Services Fund Class Z (FIKBX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX). 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.
| FIKBX | BDMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 2.55 | -2.21 |
Sortino ratioReturn per unit of downside risk | 0.60 | 3.73 | -3.14 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.48 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 5.14 | -4.57 |
Martin ratioReturn relative to average drawdown | 1.76 | 14.25 | -12.50 |
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
| FIKBX | BDMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 2.55 | -2.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 1.76 | -1.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.27 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 1.15 | -0.68 |
Correlation
The correlation between FIKBX and BDMIX is 0.05, 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
FIKBX vs. BDMIX - Dividend Comparison
FIKBX's dividend yield for the trailing twelve months is around 7.67%, less than BDMIX's 8.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKBX Fidelity Advisor Financial Services Fund Class Z | 7.67% | 7.11% | 5.04% | 2.48% | 6.20% | 4.43% | 2.78% | 1.59% | 4.47% | 0.00% | 0.00% | 0.00% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 8.56% | 8.94% | 13.26% | 7.42% | 0.00% | 1.23% | 0.30% | 6.78% | 0.94% | 0.00% | 0.00% | 1.86% |
Drawdowns
FIKBX vs. BDMIX - Drawdown Comparison
The maximum FIKBX drawdown since its inception was -45.95%, which is greater than BDMIX's maximum drawdown of -11.89%. Use the drawdown chart below to compare losses from any high point for FIKBX and BDMIX.
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Drawdown Indicators
| FIKBX | BDMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.95% | -11.89% | -34.06% |
Max Drawdown (1Y)Largest decline over 1 year | -14.41% | -3.60% | -10.81% |
Max Drawdown (5Y)Largest decline over 5 years | -24.82% | -7.45% | -17.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -9.44% | — |
Current DrawdownCurrent decline from peak | -10.05% | -0.13% | -9.92% |
Average DrawdownAverage peak-to-trough decline | -8.17% | -2.71% | -5.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 1.30% | +3.35% |
Volatility
FIKBX vs. BDMIX - Volatility Comparison
Fidelity Advisor Financial Services Fund Class Z (FIKBX) has a higher volatility of 5.10% compared to BlackRock Global Long/Short Equity Fund Class I (BDMIX) at 1.72%. This indicates that FIKBX's price experiences larger fluctuations and is considered to be riskier than BDMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKBX | BDMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 1.72% | +3.38% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 4.78% | +7.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.23% | 6.93% | +14.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.81% | 6.51% | +14.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.15% | 5.77% | +20.38% |