FIKGX vs. TEFQX
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class Z (FIKGX) and Firsthand Technology Opportunities Fund (TEFQX).
FIKGX is managed by Fidelity. It was launched on Oct 2, 2018. TEFQX is managed by Firsthand Funds. It was launched on Sep 29, 1999.
Performance
FIKGX vs. TEFQX - Performance Comparison
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FIKGX vs. TEFQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 7.52% | 45.43% | 35.88% | 75.75% | -34.81% | 58.07% | 44.21% | 64.45% | -11.11% |
TEFQX Firsthand Technology Opportunities Fund | -15.04% | 29.82% | -22.02% | 10.81% | -60.11% | -16.48% | 97.04% | 28.50% | -10.41% |
Returns By Period
In the year-to-date period, FIKGX achieves a 7.52% return, which is significantly higher than TEFQX's -15.04% return.
FIKGX
- 1D
- 7.13%
- 1M
- -4.44%
- YTD
- 7.52%
- 6M
- 14.55%
- 1Y
- 88.96%
- 3Y*
- 38.99%
- 5Y*
- 27.65%
- 10Y*
- —
TEFQX
- 1D
- 6.09%
- 1M
- -8.13%
- YTD
- -15.04%
- 6M
- -20.68%
- 1Y
- 14.52%
- 3Y*
- -5.01%
- 5Y*
- -20.06%
- 10Y*
- 3.92%
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FIKGX vs. TEFQX - Expense Ratio Comparison
FIKGX has a 0.62% expense ratio, which is lower than TEFQX's 1.85% expense ratio.
Return for Risk
FIKGX vs. TEFQX — Risk / Return Rank
FIKGX
TEFQX
FIKGX vs. TEFQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class Z (FIKGX) and Firsthand Technology Opportunities Fund (TEFQX). 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.
| FIKGX | TEFQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.26 | 0.43 | +1.83 |
Sortino ratioReturn per unit of downside risk | 2.86 | 0.83 | +2.03 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.11 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 5.22 | 0.31 | +4.91 |
Martin ratioReturn relative to average drawdown | 19.77 | 0.83 | +18.95 |
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
| FIKGX | TEFQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.26 | 0.43 | +1.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | -0.27 | +1.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | -0.02 | +0.87 |
Correlation
The correlation between FIKGX and TEFQX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FIKGX vs. TEFQX - Dividend Comparison
FIKGX's dividend yield for the trailing twelve months is around 6.20%, while TEFQX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 6.20% | 6.67% | 0.00% | 3.14% | 3.08% | 4.19% | 4.54% | 1.08% | 19.72% | 0.00% | 0.00% |
TEFQX Firsthand Technology Opportunities Fund | 0.00% | 0.00% | 0.00% | 1.91% | 54.72% | 6.88% | 15.27% | 5.54% | 0.00% | 0.00% | 27.74% |
Drawdowns
FIKGX vs. TEFQX - Drawdown Comparison
The maximum FIKGX drawdown since its inception was -45.98%, smaller than the maximum TEFQX drawdown of -92.33%. Use the drawdown chart below to compare losses from any high point for FIKGX and TEFQX.
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Drawdown Indicators
| FIKGX | TEFQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.98% | -92.33% | +46.35% |
Max Drawdown (1Y)Largest decline over 1 year | -17.09% | -29.26% | +12.17% |
Max Drawdown (5Y)Largest decline over 5 years | -45.98% | -79.25% | +33.27% |
Max Drawdown (10Y)Largest decline over 10 years | — | -80.17% | — |
Current DrawdownCurrent decline from peak | -8.55% | -73.68% | +65.13% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -60.08% | +50.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.51% | 11.04% | -6.53% |
Volatility
FIKGX vs. TEFQX - Volatility Comparison
Fidelity Advisor Semiconductors Fund Class Z (FIKGX) has a higher volatility of 12.80% compared to Firsthand Technology Opportunities Fund (TEFQX) at 11.87%. This indicates that FIKGX's price experiences larger fluctuations and is considered to be riskier than TEFQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKGX | TEFQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.80% | 11.87% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 25.66% | 24.60% | +1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.19% | 36.62% | +3.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.15% | 73.89% | -35.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.39% | 55.22% | -16.83% |