FIKGX vs. FELIX
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class Z (FIKGX) and Fidelity Advisor Semiconductors Fund Class I (FELIX).
FIKGX is managed by Fidelity. It was launched on Oct 2, 2018. FELIX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKGX or FELIX.
Key characteristics
| FIKGX | FELIX | |
|---|---|---|
| YTD Return | 41.20% | 41.07% |
| 1Y Return | 49.90% | 49.70% |
| 3Y Return (Ann) | 15.31% | 15.18% |
| 5Y Return (Ann) | 27.56% | 27.41% |
| Sharpe Ratio | 1.56 | 1.55 |
| Sortino Ratio | 2.09 | 2.08 |
| Omega Ratio | 1.27 | 1.27 |
| Calmar Ratio | 2.29 | 2.29 |
| Martin Ratio | 6.54 | 6.51 |
| Ulcer Index | 8.48% | 8.49% |
| Daily Std Dev | 35.58% | 35.57% |
| Max Drawdown | -48.21% | -71.17% |
| Current Drawdown | -9.69% | -9.73% |
Correlation
The correlation between FIKGX and FELIX 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.
Performance
FIKGX vs. FELIX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FIKGX having a 41.20% return and FELIX slightly lower at 41.07%. 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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FIKGX vs. FELIX - Expense Ratio Comparison
FIKGX has a 0.62% expense ratio, which is lower than FELIX's 0.75% expense ratio.
Risk-Adjusted Performance
FIKGX vs. FELIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class Z (FIKGX) and Fidelity Advisor Semiconductors Fund Class I (FELIX). 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
FIKGX vs. FELIX - Dividend Comparison
Neither FIKGX nor FELIX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 0.00% | 0.00% | 0.00% | 0.00% | 0.40% | 0.38% | 1.22% | 0.00% | 0.00% | 0.00% | 0.00% |
FELIX Fidelity Advisor Semiconductors Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.29% | 0.34% | 0.89% | 0.75% | 0.44% | 10.62% | 0.11% |
Drawdowns
FIKGX vs. FELIX - Drawdown Comparison
The maximum FIKGX drawdown since its inception was -48.21%, smaller than the maximum FELIX drawdown of -71.17%. Use the drawdown chart below to compare losses from any high point for FIKGX and FELIX. For additional features, visit the drawdowns tool.
Volatility
FIKGX vs. FELIX - Volatility Comparison
Fidelity Advisor Semiconductors Fund Class Z (FIKGX) and Fidelity Advisor Semiconductors Fund Class I (FELIX) have volatilities of 8.80% and 8.81%, 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.