FIKBX vs. FFSIX
Compare and contrast key facts about Fidelity Advisor Financial Services Fund Class Z (FIKBX) and Fidelity Advisor Financial Services Fund Class I (FFSIX).
FIKBX is managed by BlackRock. It was launched on Oct 2, 2018. FFSIX is managed by BlackRock. It was launched on Sep 3, 1996.
Performance
FIKBX vs. FFSIX - Performance Comparison
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FIKBX vs. FFSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIKBX Fidelity Advisor Financial Services Fund Class Z | -9.34% | 15.36% | 32.80% | 14.47% | -8.58% | 33.43% | 0.18% | 34.31% | -11.43% |
FFSIX Fidelity Advisor Financial Services Fund Class I | -9.38% | 15.23% | 39.62% | 14.33% | -8.71% | 33.30% | 0.06% | 34.10% | -11.43% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FIKBX having a -9.34% return and FFSIX slightly lower at -9.38%.
FIKBX
- 1D
- 1.00%
- 1M
- -5.35%
- YTD
- -9.34%
- 6M
- -5.78%
- 1Y
- 4.82%
- 3Y*
- 19.08%
- 5Y*
- 10.36%
- 10Y*
- —
FFSIX
- 1D
- 1.00%
- 1M
- -5.37%
- YTD
- -9.38%
- 6M
- -5.85%
- 1Y
- 4.65%
- 3Y*
- 20.98%
- 5Y*
- 11.36%
- 10Y*
- 13.01%
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FIKBX vs. FFSIX - Expense Ratio Comparison
FIKBX has a 0.64% expense ratio, which is lower than FFSIX's 0.76% expense ratio.
Return for Risk
FIKBX vs. FFSIX — Risk / Return Rank
FIKBX
FFSIX
FIKBX vs. FFSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Financial Services Fund Class Z (FIKBX) and Fidelity Advisor Financial Services Fund Class I (FFSIX). 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 | FFSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 0.27 | +0.01 |
Sortino ratioReturn per unit of downside risk | 0.50 | 0.49 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.07 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 0.24 | +0.01 |
Martin ratioReturn relative to average drawdown | 0.77 | 0.74 | +0.03 |
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 | FFSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 0.27 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.54 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.31 | +0.15 |
Correlation
The correlation between FIKBX and FFSIX is 1.00, 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
FIKBX vs. FFSIX - Dividend Comparison
FIKBX's dividend yield for the trailing twelve months is around 7.85%, more than FFSIX's 7.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKBX Fidelity Advisor Financial Services Fund Class Z | 7.85% | 7.11% | 5.04% | 2.48% | 6.20% | 4.43% | 2.78% | 1.59% | 4.47% | 0.00% | 0.00% | 0.00% |
FFSIX Fidelity Advisor Financial Services Fund Class I | 7.66% | 6.94% | 9.90% | 2.45% | 6.01% | 4.31% | 2.61% | 1.43% | 4.23% | 0.06% | 0.32% | 0.63% |
Drawdowns
FIKBX vs. FFSIX - Drawdown Comparison
The maximum FIKBX drawdown since its inception was -45.95%, smaller than the maximum FFSIX drawdown of -75.57%. Use the drawdown chart below to compare losses from any high point for FIKBX and FFSIX.
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Drawdown Indicators
| FIKBX | FFSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.95% | -75.57% | +29.62% |
Max Drawdown (1Y)Largest decline over 1 year | -14.41% | -14.39% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -24.82% | -24.92% | +0.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.98% | — |
Current DrawdownCurrent decline from peak | -12.09% | -12.12% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -8.17% | -17.25% | +9.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.61% | 4.61% | 0.00% |
Volatility
FIKBX vs. FFSIX - Volatility Comparison
Fidelity Advisor Financial Services Fund Class Z (FIKBX) and Fidelity Advisor Financial Services Fund Class I (FFSIX) have volatilities of 4.52% and 4.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKBX | FFSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 4.54% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.43% | 12.42% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.14% | 21.13% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.79% | 21.15% | -0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.15% | 23.84% | +2.31% |