FIKGX vs. VITAX

In the year-to-date period, FIKGX achieves a -5.21% return, which is significantly lower than VITAX's -2.93% return.

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FIKGX has a 0.62% expense ratio, which is higher than VITAX's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class Z (FIKGX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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 -0.09, which is lower than the VITAX Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of FIKGX and VITAX, 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's dividend yield for the trailing twelve months is around 6.77%, more than VITAX's 0.53% yield.

The maximum FIKGX drawdown since its inception was -48.21%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for FIKGX and VITAX. For additional features, visit the drawdowns tool.

Fidelity Advisor Semiconductors Fund Class Z (FIKGX) has a higher volatility of 10.29% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 7.01%. This indicates that FIKGX's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.