FIKHX vs. PDIIX

Last updated Jun 25, 2026

FIKHX (Fidelity Advisor Technology Fund Class Z) and PDIIX (PIMCO Diversified Income Fund) are both mutual funds - FIKHX is a Technology Equities fund managed by Fidelity, while PDIIX is a Multisector Bonds fund managed by PIMCO. At a 0.28 correlation, their price movements are largely independent. FIKHX charges 0.59%/yr vs 0.75%/yr for PDIIX.

Performance

FIKHX vs. PDIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Technology Fund Class Z (FIKHX) and PIMCO Diversified Income Fund (PDIIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FIKHX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

PDIIX

• 1D: 0.00%
• 1M: 1.28%
• YTD: 1.54%
• 6M: 2.02%
• 1Y: 7.96%
• 3Y*: 8.58%
• 5Y*: 2.47%
• 10Y*: 4.32%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FIKHX vs. PDIIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
FIKHX Fidelity Advisor Technology Fund Class Z	0.00%	24.77%	35.52%	59.89%	-35.93%	27.74%	64.56%	51.18%	-17.39%
PDIIX PIMCO Diversified Income Fund	1.54%	10.42%	6.35%	10.41%	-14.70%	0.42%	6.43%	13.05%	-0.60%

Correlation

The correlation between FIKHX and PDIIX is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.10
Correlation (3Y) Calculated over the trailing 3-year period	0.21
Correlation (5Y) Calculated over the trailing 5-year period	0.29
Correlation (All Time) Calculated using the full available price history since Oct 17, 2018	0.28

The correlation between FIKHX and PDIIX shifts across timeframes, from 0.10 (1 year) to 0.29 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

FIKHX vs. PDIIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIKHX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

PDIIX

PDIIX Risk / Return Rank: 62
PDIIX Sharpe Ratio Rank: 66
PDIIX Sortino Ratio Rank: 79
PDIIX Omega Ratio Rank: 74
PDIIX Calmar Ratio Rank: 43
PDIIX Martin Ratio Rank: 50

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIKHX vs. PDIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class Z (FIKHX) and PIMCO Diversified Income Fund (PDIIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FIKHX	PDIIX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.16	—
Sortino ratio: Return per unit of downside risk	—	3.40	—
Omega ratio: Gain probability vs. loss probability	—	1.44	—
Calmar ratio: Return relative to maximum drawdown	—	2.36	—
Martin ratio: Return relative to average drawdown	—	9.59	—

Drawdowns

Drawdown Indicators

	FIKHX	PDIIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-21.96%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-3.55%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-4.27%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-20.50%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-20.50%	—
Current Drawdown Current decline from peak	—	-0.40%	—
Average Drawdown Average peak-to-trough decline	—	-2.81%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.87%	—

Volatility

Volatility by Period

	FIKHX	PDIIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.19%	—
Volatility (6M) Calculated over the trailing 6-month period	—	3.21%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	3.88%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	5.01%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	4.89%	—

FIKHX vs. PDIIX - Expense Ratio Comparison

FIKHX has a 0.59% expense ratio, which is lower than PDIIX's 0.75% expense ratio.

Dividends

FIKHX vs. PDIIX - Dividend Comparison

FIKHX has not paid dividends to shareholders, while PDIIX's dividend yield for the trailing twelve months is around 5.52%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FIKHX Fidelity Advisor Technology Fund Class Z	9.85%	9.85%	7.33%	3.86%	3.32%	11.52%	7.42%	2.64%	22.38%	0.00%	0.00%	0.00%
PDIIX PIMCO Diversified Income Fund	5.52%	5.42%	5.18%	4.66%	3.91%	3.65%	3.68%	5.04%	4.46%	4.84%	4.94%	7.68%

Frequently Asked Questions

Can I hold both FIKHX and PDIIX in my portfolio?

FIKHX and PDIIX have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.