Correlation
The correlation between FIKUX and FTHRX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
FIKUX vs. FTHRX
Compare and contrast key facts about Fidelity Advisor Mortgage Securities Fund Class Z (FIKUX) and Fidelity Intermediate Bond Fund (FTHRX).
FIKUX 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: FIKUX or FTHRX.
Performance
FIKUX vs. FTHRX - Performance Comparison
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Key characteristics
FIKUX:
1.03
FTHRX:
1.85
FIKUX:
1.36
FTHRX:
2.66
FIKUX:
1.16
FTHRX:
1.33
FIKUX:
0.52
FTHRX:
1.19
FIKUX:
2.29
FTHRX:
5.45
FIKUX:
2.39%
FTHRX:
1.12%
FIKUX:
5.94%
FTHRX:
3.57%
FIKUX:
-18.23%
FTHRX:
-12.77%
FIKUX:
-5.90%
FTHRX:
-0.58%
Returns By Period
In the year-to-date period, FIKUX achieves a 2.07% return, which is significantly lower than FTHRX's 2.67% return.
FIKUX
2.07%
-1.22%
0.68%
6.14%
0.95%
-0.95%
N/A
FTHRX
2.67%
-0.58%
2.19%
6.63%
2.85%
0.81%
2.02%
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FIKUX vs. FTHRX - Expense Ratio Comparison
FIKUX has a 0.36% expense ratio, which is lower than FTHRX's 0.45% expense ratio.
Risk-Adjusted Performance
FIKUX vs. FTHRX — Risk-Adjusted Performance Rank
FIKUX
FTHRX
FIKUX vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mortgage Securities Fund Class Z (FIKUX) 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.
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Dividends
FIKUX vs. FTHRX - Dividend Comparison
FIKUX's dividend yield for the trailing twelve months is around 4.33%, more than FTHRX's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKUX Fidelity Advisor Mortgage Securities Fund Class Z | 4.33% | 4.22% | 3.59% | 1.99% | 0.85% | 2.50% | 2.69% | 0.67% | 0.00% | 0.00% | 0.00% | 0.00% |
FTHRX Fidelity Intermediate Bond Fund | 3.51% | 3.49% | 2.94% | 2.04% | 1.81% | 4.31% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
Drawdowns
FIKUX vs. FTHRX - Drawdown Comparison
The maximum FIKUX drawdown since its inception was -18.23%, which is greater than FTHRX's maximum drawdown of -12.77%. Use the drawdown chart below to compare losses from any high point for FIKUX and FTHRX.
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Volatility
FIKUX vs. FTHRX - Volatility Comparison
Fidelity Advisor Mortgage Securities Fund Class Z (FIKUX) has a higher volatility of 1.63% compared to Fidelity Intermediate Bond Fund (FTHRX) at 0.97%. This indicates that FIKUX'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.
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