FIKRX vs. FSPSX
Compare and contrast key facts about Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) and Fidelity International Index Fund (FSPSX).
FIKRX is managed by Fidelity. It was launched on Oct 2, 2018. FSPSX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI ex USA IMI Index. It was launched on Nov 5, 1997.
Performance
FIKRX vs. FSPSX - Performance Comparison
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FIKRX vs. FSPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIKRX Fidelity Advisor Limited Term Bond Fund Class Z | -0.31% | 6.75% | 4.97% | 6.09% | -6.17% | -1.39% | 5.26% | 6.14% | 1.01% |
FSPSX Fidelity International Index Fund | 0.95% | 31.98% | 3.70% | 18.31% | -14.23% | 11.45% | 8.16% | 22.03% | -7.49% |
Returns By Period
In the year-to-date period, FIKRX achieves a -0.31% return, which is significantly lower than FSPSX's 0.95% return.
FIKRX
- 1D
- 0.09%
- 1M
- -1.03%
- YTD
- -0.31%
- 6M
- 0.79%
- 1Y
- 4.25%
- 3Y*
- 5.18%
- 5Y*
- 2.11%
- 10Y*
- —
FSPSX
- 1D
- 2.95%
- 1M
- -6.35%
- YTD
- 0.95%
- 6M
- 5.01%
- 1Y
- 22.97%
- 3Y*
- 14.61%
- 5Y*
- 8.36%
- 10Y*
- 8.97%
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FIKRX vs. FSPSX - Expense Ratio Comparison
FIKRX has a 0.36% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Return for Risk
FIKRX vs. FSPSX — Risk / Return Rank
FIKRX
FSPSX
FIKRX vs. FSPSX - 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 International Index Fund (FSPSX). 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 | FSPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 1.39 | +0.58 |
Sortino ratioReturn per unit of downside risk | 3.16 | 1.90 | +1.26 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.28 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.93 | 1.94 | +0.99 |
Martin ratioReturn relative to average drawdown | 11.55 | 7.43 | +4.11 |
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 | FSPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 1.39 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.53 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 0.47 | +0.63 |
Correlation
The correlation between FIKRX and FSPSX is 0.13, 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. FSPSX - Dividend Comparison
FIKRX's dividend yield for the trailing twelve months is around 3.74%, more than FSPSX's 3.12% 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% |
FSPSX Fidelity International Index Fund | 3.12% | 3.15% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.50% | 3.08% | 2.79% |
Drawdowns
FIKRX vs. FSPSX - Drawdown Comparison
The maximum FIKRX drawdown since its inception was -9.79%, smaller than the maximum FSPSX drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for FIKRX and FSPSX.
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Drawdown Indicators
| FIKRX | FSPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.79% | -33.69% | +23.90% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -11.39% | +9.76% |
Max Drawdown (5Y)Largest decline over 5 years | -9.64% | -29.41% | +19.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.69% | — |
Current DrawdownCurrent decline from peak | -1.28% | -8.22% | +6.94% |
Average DrawdownAverage peak-to-trough decline | -1.93% | -6.60% | +4.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.41% | 2.97% | -2.56% |
Volatility
FIKRX vs. FSPSX - Volatility Comparison
The current volatility for Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) is 0.77%, while Fidelity International Index Fund (FSPSX) has a volatility of 7.65%. This indicates that FIKRX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKRX | FSPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.77% | 7.65% | -6.88% |
Volatility (6M)Calculated over the trailing 6-month period | 1.42% | 11.01% | -9.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.28% | 17.00% | -14.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.74% | 15.82% | -13.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.66% | 16.49% | -13.83% |