FIKGX vs. FELIX

The year-to-date returns for both stocks are quite close, with FIKGX having a -7.00% return and FELIX slightly lower at -7.05%.

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FIKGX has a 0.62% expense ratio, which is lower than FELIX's 0.75% expense ratio.

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.

The current FIKGX Sharpe Ratio is -0.01, which is comparable to the FELIX Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of FIKGX and FELIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FIKGX nor FELIX has paid dividends to shareholders.

The maximum FIKGX drawdown since its inception was -48.21%, smaller than the maximum FELIX drawdown of -77.87%. Use the drawdown chart below to compare losses from any high point for FIKGX and FELIX. For additional features, visit the drawdowns tool.

Fidelity Advisor Semiconductors Fund Class Z (FIKGX) and Fidelity Advisor Semiconductors Fund Class I (FELIX) have volatilities of 12.50% and 12.49%, 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.