FIKOX vs. LKFIX
Compare and contrast key facts about Fidelity Advisor Corporate Bond Fund Class Z (FIKOX) and LKCM Fixed Income Fund (LKFIX).
FIKOX is managed by Fidelity. It was launched on Oct 2, 2018. LKFIX is managed by LKCM. It was launched on Dec 30, 1997.
Performance
FIKOX vs. LKFIX - Performance Comparison
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FIKOX vs. LKFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIKOX Fidelity Advisor Corporate Bond Fund Class Z | -1.19% | 7.96% | 2.83% | 8.64% | -17.06% | -1.60% | 10.91% | 14.58% | 0.53% |
LKFIX LKCM Fixed Income Fund | -0.38% | 6.66% | 3.06% | 4.98% | -5.63% | -1.54% | 4.29% | 6.71% | 0.80% |
Returns By Period
In the year-to-date period, FIKOX achieves a -1.19% return, which is significantly lower than LKFIX's -0.38% return.
FIKOX
- 1D
- 0.48%
- 1M
- -2.76%
- YTD
- -1.19%
- 6M
- -0.38%
- 1Y
- 4.07%
- 3Y*
- 4.76%
- 5Y*
- 0.47%
- 10Y*
- —
LKFIX
- 1D
- 0.37%
- 1M
- -1.40%
- YTD
- -0.38%
- 6M
- 0.74%
- 1Y
- 4.24%
- 3Y*
- 4.24%
- 5Y*
- 1.60%
- 10Y*
- 2.12%
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FIKOX vs. LKFIX - Expense Ratio Comparison
FIKOX has a 0.36% expense ratio, which is lower than LKFIX's 0.50% expense ratio.
Return for Risk
FIKOX vs. LKFIX — Risk / Return Rank
FIKOX
LKFIX
FIKOX vs. LKFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Corporate Bond Fund Class Z (FIKOX) and LKCM Fixed Income Fund (LKFIX). 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.
| FIKOX | LKFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.51 | -0.54 |
Sortino ratioReturn per unit of downside risk | 1.38 | 2.19 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.29 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 2.57 | -1.02 |
Martin ratioReturn relative to average drawdown | 5.15 | 10.06 | -4.92 |
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
| FIKOX | LKFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.51 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.55 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 1.25 | -0.80 |
Correlation
The correlation between FIKOX and LKFIX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FIKOX vs. LKFIX - Dividend Comparison
FIKOX's dividend yield for the trailing twelve months is around 3.94%, more than LKFIX's 3.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKOX Fidelity Advisor Corporate Bond Fund Class Z | 3.94% | 4.20% | 4.05% | 3.51% | 2.62% | 2.90% | 3.47% | 3.37% | 0.98% | 0.00% | 0.00% | 0.00% |
LKFIX LKCM Fixed Income Fund | 3.71% | 3.57% | 3.03% | 2.28% | 1.57% | 1.36% | 1.74% | 2.27% | 2.26% | 2.04% | 2.18% | 2.78% |
Drawdowns
FIKOX vs. LKFIX - Drawdown Comparison
The maximum FIKOX drawdown since its inception was -23.22%, which is greater than LKFIX's maximum drawdown of -8.97%. Use the drawdown chart below to compare losses from any high point for FIKOX and LKFIX.
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Drawdown Indicators
| FIKOX | LKFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.22% | -8.97% | -14.25% |
Max Drawdown (1Y)Largest decline over 1 year | -3.31% | -1.76% | -1.55% |
Max Drawdown (5Y)Largest decline over 5 years | -23.22% | -8.60% | -14.62% |
Max Drawdown (10Y)Largest decline over 10 years | — | -8.97% | — |
Current DrawdownCurrent decline from peak | -2.76% | -1.40% | -1.36% |
Average DrawdownAverage peak-to-trough decline | -6.77% | -1.12% | -5.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.45% | +0.55% |
Volatility
FIKOX vs. LKFIX - Volatility Comparison
Fidelity Advisor Corporate Bond Fund Class Z (FIKOX) has a higher volatility of 1.74% compared to LKCM Fixed Income Fund (LKFIX) at 1.10%. This indicates that FIKOX's price experiences larger fluctuations and is considered to be riskier than LKFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKOX | LKFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.74% | 1.10% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 2.79% | 1.66% | +1.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.81% | 2.82% | +1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.69% | 2.94% | +3.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.57% | 2.62% | +3.95% |