FIKQX vs. FTHRX
Compare and contrast key facts about Fidelity Advisor Investment Grade Bond Fund Class Z (FIKQX) and Fidelity Intermediate Bond Fund (FTHRX).
FIKQX is managed by Fidelity. It was launched on Oct 2, 2018. FTHRX is managed by Fidelity. It was launched on May 23, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKQX or FTHRX.
Correlation
The correlation between FIKQX and FTHRX is 0.91, 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.
Performance
FIKQX vs. FTHRX - Performance Comparison
Key characteristics
FIKQX:
0.26
FTHRX:
0.77
FIKQX:
0.41
FTHRX:
1.16
FIKQX:
1.05
FTHRX:
1.14
FIKQX:
0.11
FTHRX:
0.35
FIKQX:
0.69
FTHRX:
2.23
FIKQX:
2.12%
FTHRX:
1.22%
FIKQX:
5.60%
FTHRX:
3.58%
FIKQX:
-19.94%
FTHRX:
-13.96%
FIKQX:
-10.73%
FTHRX:
-4.35%
Returns By Period
In the year-to-date period, FIKQX achieves a -1.27% return, which is significantly lower than FTHRX's -0.70% return.
FIKQX
-1.27%
-2.16%
-1.11%
0.49%
-0.52%
N/A
FTHRX
-0.70%
-1.25%
0.39%
2.12%
0.28%
1.42%
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FIKQX vs. FTHRX - Expense Ratio Comparison
FIKQX has a 0.36% expense ratio, which is lower than FTHRX's 0.45% expense ratio.
Risk-Adjusted Performance
FIKQX vs. FTHRX — Risk-Adjusted Performance Rank
FIKQX
FTHRX
FIKQX vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Investment Grade Bond Fund Class Z (FIKQX) and Fidelity Intermediate Bond Fund (FTHRX). 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.
Dividends
FIKQX vs. FTHRX - Dividend Comparison
FIKQX's dividend yield for the trailing twelve months is around 3.79%, more than FTHRX's 3.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKQX Fidelity Advisor Investment Grade Bond Fund Class Z | 3.79% | 3.75% | 3.64% | 2.75% | 1.66% | 1.94% | 2.84% | 1.07% | 0.00% | 0.00% | 0.00% | 0.00% |
FTHRX Fidelity Intermediate Bond Fund | 3.22% | 3.19% | 2.94% | 2.04% | 1.60% | 2.19% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
Drawdowns
FIKQX vs. FTHRX - Drawdown Comparison
The maximum FIKQX drawdown since its inception was -19.94%, which is greater than FTHRX's maximum drawdown of -13.96%. Use the drawdown chart below to compare losses from any high point for FIKQX and FTHRX. For additional features, visit the drawdowns tool.
Volatility
FIKQX vs. FTHRX - Volatility Comparison
Fidelity Advisor Investment Grade Bond Fund Class Z (FIKQX) has a higher volatility of 1.25% compared to Fidelity Intermediate Bond Fund (FTHRX) at 0.78%. This indicates that FIKQX's price experiences larger fluctuations and is considered to be riskier than FTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.