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FIKEX vs. FCLIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIKEX vs. FCLIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Industrials Fund Class Z (FIKEX) and Fidelity Advisor Industrials Fund I Class (FCLIX). The values are adjusted to include any dividend payments, if applicable.

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FIKEX vs. FCLIX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FIKEX
Fidelity Advisor Industrials Fund Class Z
0.87%24.94%23.55%23.14%-10.29%16.77%11.62%28.30%-16.06%
FCLIX
Fidelity Advisor Industrials Fund I Class
0.83%24.80%28.57%22.99%-10.41%16.61%11.48%28.14%-15.18%

Returns By Period

The year-to-date returns for both stocks are quite close, with FIKEX having a 0.87% return and FCLIX slightly lower at 0.83%.


FIKEX

1D
-1.94%
1M
-12.54%
YTD
0.87%
6M
2.79%
1Y
29.67%
3Y*
23.19%
5Y*
13.95%
10Y*

FCLIX

1D
-1.93%
1M
-12.55%
YTD
0.83%
6M
2.73%
1Y
29.54%
3Y*
24.74%
5Y*
14.75%
10Y*
12.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FIKEX vs. FCLIX - Expense Ratio Comparison

FIKEX has a 0.63% expense ratio, which is lower than FCLIX's 0.75% expense ratio.


Return for Risk

FIKEX vs. FCLIX — Risk / Return Rank

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

FIKEX
FIKEX Risk / Return Rank: 7878
Overall Rank
FIKEX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
FIKEX Sortino Ratio Rank: 7676
Sortino Ratio Rank
FIKEX Omega Ratio Rank: 7272
Omega Ratio Rank
FIKEX Calmar Ratio Rank: 8383
Calmar Ratio Rank
FIKEX Martin Ratio Rank: 8181
Martin Ratio Rank

FCLIX
FCLIX Risk / Return Rank: 7777
Overall Rank
FCLIX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
FCLIX Sortino Ratio Rank: 7676
Sortino Ratio Rank
FCLIX Omega Ratio Rank: 7171
Omega Ratio Rank
FCLIX Calmar Ratio Rank: 8282
Calmar Ratio Rank
FCLIX Martin Ratio Rank: 8080
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.

FIKEX vs. FCLIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Industrials Fund Class Z (FIKEX) and Fidelity Advisor Industrials Fund I Class (FCLIX). 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.


FIKEXFCLIXDifference

Sharpe ratio

Return per unit of total volatility

1.34

1.34

+0.01

Sortino ratio

Return per unit of downside risk

1.91

1.90

+0.01

Omega ratio

Gain probability vs. loss probability

1.27

1.27

0.00

Calmar ratio

Return relative to maximum drawdown

2.03

2.02

+0.01

Martin ratio

Return relative to average drawdown

8.01

7.96

+0.05

FIKEX vs. FCLIX - Sharpe Ratio Comparison

The current FIKEX Sharpe Ratio is 1.34, which is comparable to the FCLIX Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of FIKEX and FCLIX, 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


FIKEXFCLIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.34

1.34

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.72

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.54

0.00

Correlation

The correlation between FIKEX and FCLIX 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

FIKEX vs. FCLIX - Dividend Comparison

FIKEX's dividend yield for the trailing twelve months is around 1.56%, which matches FCLIX's 1.56% yield.


TTM20252024202320222021202020192018201720162015
FIKEX
Fidelity Advisor Industrials Fund Class Z
1.56%1.58%4.19%8.12%3.36%20.95%0.55%7.51%11.09%0.00%0.00%0.00%
FCLIX
Fidelity Advisor Industrials Fund I Class
1.56%1.58%8.07%8.08%3.30%20.72%0.55%7.31%11.97%2.66%5.69%9.05%

Drawdowns

FIKEX vs. FCLIX - Drawdown Comparison

The maximum FIKEX drawdown since its inception was -42.69%, smaller than the maximum FCLIX drawdown of -60.76%. Use the drawdown chart below to compare losses from any high point for FIKEX and FCLIX.


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Drawdown Indicators


FIKEXFCLIXDifference

Max Drawdown

Largest peak-to-trough decline

-42.69%

-60.76%

+18.07%

Max Drawdown (1Y)

Largest decline over 1 year

-13.28%

-13.30%

+0.02%

Max Drawdown (5Y)

Largest decline over 5 years

-26.30%

-26.34%

+0.04%

Max Drawdown (10Y)

Largest decline over 10 years

-42.69%

Current Drawdown

Current decline from peak

-13.08%

-13.09%

+0.01%

Average Drawdown

Average peak-to-trough decline

-6.46%

-7.71%

+1.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.37%

3.38%

-0.01%

Volatility

FIKEX vs. FCLIX - Volatility Comparison

Fidelity Advisor Industrials Fund Class Z (FIKEX) and Fidelity Advisor Industrials Fund I Class (FCLIX) have volatilities of 6.68% and 6.67%, 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


FIKEXFCLIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.68%

6.67%

+0.01%

Volatility (6M)

Calculated over the trailing 6-month period

13.33%

13.32%

+0.01%

Volatility (1Y)

Calculated over the trailing 1-year period

22.49%

22.49%

0.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.37%

20.60%

-0.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.37%

21.32%

+2.05%