FIKRX vs. VBTIX
Compare and contrast key facts about Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX).
FIKRX is managed by Fidelity. It was launched on Oct 2, 2018. VBTIX is managed by Vanguard. It was launched on Sep 18, 1995.
Performance
FIKRX vs. VBTIX - Performance Comparison
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FIKRX vs. VBTIX - 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% |
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | -0.28% | 7.18% | 1.27% | 5.75% | -13.15% | -1.95% | 7.75% | 8.74% | 2.61% |
Returns By Period
In the year-to-date period, FIKRX achieves a -0.31% return, which is significantly lower than VBTIX's -0.28% return.
FIKRX
- 1D
- 0.09%
- 1M
- -1.03%
- YTD
- -0.31%
- 6M
- 0.79%
- 1Y
- 4.25%
- 3Y*
- 5.18%
- 5Y*
- 2.11%
- 10Y*
- —
VBTIX
- 1D
- 0.21%
- 1M
- -1.63%
- YTD
- -0.28%
- 6M
- 0.40%
- 1Y
- 3.67%
- 3Y*
- 3.52%
- 5Y*
- 0.20%
- 10Y*
- 1.61%
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FIKRX vs. VBTIX - Expense Ratio Comparison
FIKRX has a 0.36% expense ratio, which is higher than VBTIX's 0.04% expense ratio.
Return for Risk
FIKRX vs. VBTIX — Risk / Return Rank
FIKRX
VBTIX
FIKRX vs. VBTIX - 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 Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX). 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 | VBTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 0.93 | +1.04 |
Sortino ratioReturn per unit of downside risk | 3.16 | 1.34 | +1.83 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.16 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 2.93 | 1.67 | +1.27 |
Martin ratioReturn relative to average drawdown | 11.55 | 4.72 | +6.83 |
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 | VBTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 0.93 | +1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.03 | +0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.33 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 0.95 | +0.15 |
Correlation
The correlation between FIKRX and VBTIX is 0.83, 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
FIKRX vs. VBTIX - Dividend Comparison
FIKRX's dividend yield for the trailing twelve months is around 3.74%, more than VBTIX's 3.62% 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% |
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | 3.62% | 3.88% | 3.69% | 3.12% | 2.61% | 1.81% | 2.41% | 2.75% | 2.58% | 2.56% | 2.54% | 2.84% |
Drawdowns
FIKRX vs. VBTIX - Drawdown Comparison
The maximum FIKRX drawdown since its inception was -9.79%, smaller than the maximum VBTIX drawdown of -18.90%. Use the drawdown chart below to compare losses from any high point for FIKRX and VBTIX.
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Drawdown Indicators
| FIKRX | VBTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.79% | -18.90% | +9.11% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -2.73% | +1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -9.64% | -18.13% | +8.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.90% | — |
Current DrawdownCurrent decline from peak | -1.28% | -2.94% | +1.66% |
Average DrawdownAverage peak-to-trough decline | -1.93% | -2.32% | +0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.41% | 0.97% | -0.56% |
Volatility
FIKRX vs. VBTIX - Volatility Comparison
The current volatility for Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) is 0.77%, while Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) has a volatility of 1.55%. This indicates that FIKRX experiences smaller price fluctuations and is considered to be less risky than VBTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKRX | VBTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.77% | 1.55% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 1.42% | 2.58% | -1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.28% | 4.36% | -2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.74% | 5.99% | -3.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.66% | 4.97% | -2.31% |