FIKGX vs. SWTSX

In the year-to-date period, FIKGX achieves a -13.64% return, which is significantly lower than SWTSX's -3.68% return.

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FIKGX has a 0.62% expense ratio, which is higher than SWTSX's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class Z (FIKGX) and Schwab Total Stock Market Index Fund (SWTSX). 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 -0.15, which is lower than the SWTSX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of FIKGX and SWTSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIKGX has not paid dividends to shareholders, while SWTSX's dividend yield for the trailing twelve months is around 1.28%.

The maximum FIKGX drawdown since its inception was -48.21%, smaller than the maximum SWTSX drawdown of -54.70%. Use the drawdown chart below to compare losses from any high point for FIKGX and SWTSX. For additional features, visit the drawdowns tool.

Fidelity Advisor Semiconductors Fund Class Z (FIKGX) has a higher volatility of 13.70% compared to Schwab Total Stock Market Index Fund (SWTSX) at 6.86%. This indicates that FIKGX's price experiences larger fluctuations and is considered to be riskier than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.