FIKQX vs. GIUSX
Compare and contrast key facts about Fidelity Advisor Investment Grade Bond Fund Class Z (FIKQX) and Guggenheim Core Bond Fund Institutional Class (GIUSX).
FIKQX is managed by Fidelity. It was launched on Oct 2, 2018. GIUSX is managed by Guggenheim.
Performance
FIKQX vs. GIUSX - Performance Comparison
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FIKQX vs. GIUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIKQX Fidelity Advisor Investment Grade Bond Fund Class Z | -0.21% | 7.31% | 1.69% | 6.75% | -13.97% | -1.03% | 10.00% | 9.90% | 2.01% |
GIUSX Guggenheim Core Bond Fund Institutional Class | -0.47% | 7.86% | 2.91% | 7.07% | -16.63% | -0.90% | 14.63% | 4.47% | 1.39% |
Returns By Period
In the year-to-date period, FIKQX achieves a -0.21% return, which is significantly higher than GIUSX's -0.47% return.
FIKQX
- 1D
- 0.14%
- 1M
- -1.63%
- YTD
- -0.21%
- 6M
- 0.40%
- 1Y
- 3.86%
- 3Y*
- 3.97%
- 5Y*
- 0.41%
- 10Y*
- —
GIUSX
- 1D
- 0.25%
- 1M
- -1.81%
- YTD
- -0.47%
- 6M
- 0.36%
- 1Y
- 4.01%
- 3Y*
- 4.40%
- 5Y*
- 0.26%
- 10Y*
- 2.75%
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FIKQX vs. GIUSX - Expense Ratio Comparison
FIKQX has a 0.36% expense ratio, which is lower than GIUSX's 0.50% expense ratio.
Return for Risk
FIKQX vs. GIUSX — Risk / Return Rank
FIKQX
GIUSX
FIKQX vs. GIUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Investment Grade Bond Fund Class Z (FIKQX) and Guggenheim Core Bond Fund Institutional Class (GIUSX). 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.
| FIKQX | GIUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.99 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.42 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.84 | -0.21 |
Martin ratioReturn relative to average drawdown | 4.72 | 5.53 | -0.82 |
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
| FIKQX | GIUSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.99 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.04 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.57 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.70 | -0.20 |
Correlation
The correlation between FIKQX and GIUSX is 0.93, 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
FIKQX vs. GIUSX - Dividend Comparison
FIKQX's dividend yield for the trailing twelve months is around 3.66%, less than GIUSX's 4.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKQX Fidelity Advisor Investment Grade Bond Fund Class Z | 3.66% | 3.97% | 4.08% | 3.65% | 2.05% | 1.44% | 4.90% | 2.83% | 1.07% | 0.00% | 0.00% | 0.00% |
GIUSX Guggenheim Core Bond Fund Institutional Class | 4.39% | 4.75% | 4.68% | 4.39% | 2.71% | 3.36% | 4.36% | 2.42% | 2.76% | 3.47% | 3.85% | 4.96% |
Drawdowns
FIKQX vs. GIUSX - Drawdown Comparison
The maximum FIKQX drawdown since its inception was -18.53%, smaller than the maximum GIUSX drawdown of -22.02%. Use the drawdown chart below to compare losses from any high point for FIKQX and GIUSX.
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Drawdown Indicators
| FIKQX | GIUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.53% | -22.02% | +3.49% |
Max Drawdown (1Y)Largest decline over 1 year | -2.83% | -2.99% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -22.02% | +3.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.02% | — |
Current DrawdownCurrent decline from peak | -2.16% | -2.66% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -4.12% | -1.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 1.00% | -0.02% |
Volatility
FIKQX vs. GIUSX - Volatility Comparison
The current volatility for Fidelity Advisor Investment Grade Bond Fund Class Z (FIKQX) is 1.48%, while Guggenheim Core Bond Fund Institutional Class (GIUSX) has a volatility of 1.64%. This indicates that FIKQX experiences smaller price fluctuations and is considered to be less risky than GIUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKQX | GIUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.48% | 1.64% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 2.58% | 2.60% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.39% | 4.45% | -0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.98% | 5.88% | +0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.51% | 4.80% | +0.71% |