FIKRX vs. FSKAX
Compare and contrast key facts about Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) and Fidelity Total Market Index Fund (FSKAX).
FIKRX is managed by Fidelity. It was launched on Oct 2, 2018. FSKAX is managed by Fidelity.
Performance
FIKRX vs. FSKAX - Performance Comparison
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FIKRX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIKRX Fidelity Advisor Limited Term Bond Fund Class Z | -0.40% | 6.75% | 4.97% | 6.09% | -6.17% | -1.39% | 5.26% | 6.14% | 1.01% |
FSKAX Fidelity Total Market Index Fund | -3.98% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -10.87% |
Returns By Period
In the year-to-date period, FIKRX achieves a -0.40% return, which is significantly higher than FSKAX's -3.98% return.
FIKRX
- 1D
- 0.26%
- 1M
- -1.37%
- YTD
- -0.40%
- 6M
- 0.88%
- 1Y
- 4.34%
- 3Y*
- 5.15%
- 5Y*
- 2.11%
- 10Y*
- —
FSKAX
- 1D
- 2.99%
- 1M
- -5.06%
- YTD
- -3.98%
- 6M
- -2.04%
- 1Y
- 17.68%
- 3Y*
- 17.87%
- 5Y*
- 10.50%
- 10Y*
- 13.56%
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FIKRX vs. FSKAX - Expense Ratio Comparison
FIKRX has a 0.36% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
FIKRX vs. FSKAX — Risk / Return Rank
FIKRX
FSKAX
FIKRX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) and Fidelity Total Market Index Fund (FSKAX). 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.
| FIKRX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 0.98 | +1.08 |
Sortino ratioReturn per unit of downside risk | 3.34 | 1.49 | +1.84 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.23 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.99 | 1.50 | +1.48 |
Martin ratioReturn relative to average drawdown | 12.00 | 7.20 | +4.80 |
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
| FIKRX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 0.98 | +1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.61 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 0.79 | +0.30 |
Correlation
The correlation between FIKRX and FSKAX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FIKRX vs. FSKAX - Dividend Comparison
FIKRX's dividend yield for the trailing twelve months is around 3.74%, more than FSKAX's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKRX Fidelity Advisor Limited Term Bond Fund Class Z | 3.74% | 3.98% | 3.41% | 2.22% | 1.31% | 1.33% | 2.48% | 2.53% | 0.64% | 0.00% | 0.00% | 0.00% |
FSKAX Fidelity Total Market Index Fund | 1.06% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FIKRX vs. FSKAX - Drawdown Comparison
The maximum FIKRX drawdown since its inception was -9.79%, smaller than the maximum FSKAX drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FIKRX and FSKAX.
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Drawdown Indicators
| FIKRX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.79% | -35.01% | +25.22% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -12.42% | +10.79% |
Max Drawdown (5Y)Largest decline over 5 years | -9.64% | -25.39% | +15.75% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.01% | — |
Current DrawdownCurrent decline from peak | -1.37% | -6.20% | +4.83% |
Average DrawdownAverage peak-to-trough decline | -1.93% | -4.05% | +2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.40% | 2.60% | -2.20% |
Volatility
FIKRX vs. FSKAX - Volatility Comparison
The current volatility for Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) is 0.78%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 5.52%. This indicates that FIKRX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKRX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.78% | 5.52% | -4.74% |
Volatility (6M)Calculated over the trailing 6-month period | 1.42% | 9.85% | -8.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.29% | 18.69% | -16.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.74% | 17.42% | -14.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.66% | 18.44% | -15.78% |