FIWDX vs. FBKWX
Compare and contrast key facts about Fidelity Advisor Strategic Income Fund Class Z (FIWDX) and Fidelity Advisor Total Bond Fund Class Z (FBKWX).
FIWDX is managed by Fidelity. It was launched on Oct 2, 2018. FBKWX is managed by Fidelity. It was launched on Oct 15, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIWDX or FBKWX.
Correlation
The correlation between FIWDX and FBKWX is 0.07, 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.
Performance
FIWDX vs. FBKWX - Performance Comparison
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Key characteristics
FIWDX:
1.71
FBKWX:
1.08
FIWDX:
2.56
FBKWX:
1.59
FIWDX:
1.32
FBKWX:
1.19
FIWDX:
1.89
FBKWX:
0.58
FIWDX:
6.59
FBKWX:
3.14
FIWDX:
1.01%
FBKWX:
1.77%
FIWDX:
3.91%
FBKWX:
5.25%
FIWDX:
-16.65%
FBKWX:
-18.08%
FIWDX:
-0.27%
FBKWX:
-3.78%
Returns By Period
The year-to-date returns for both investments are quite close, with FIWDX having a 1.66% return and FBKWX slightly higher at 1.68%.
FIWDX
1.66%
2.71%
1.15%
6.63%
3.74%
N/A
FBKWX
1.68%
1.23%
1.07%
5.68%
0.35%
2.07%
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FIWDX vs. FBKWX - Expense Ratio Comparison
FIWDX has a 0.61% expense ratio, which is higher than FBKWX's 0.36% expense ratio.
Risk-Adjusted Performance
FIWDX vs. FBKWX — Risk-Adjusted Performance Rank
FIWDX
FBKWX
FIWDX vs. FBKWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Income Fund Class Z (FIWDX) and Fidelity Advisor Total Bond Fund Class Z (FBKWX). 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
FIWDX vs. FBKWX - Dividend Comparison
FIWDX has not paid dividends to shareholders, while FBKWX's dividend yield for the trailing twelve months is around 4.61%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIWDX Fidelity Advisor Strategic Income Fund Class Z | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FBKWX Fidelity Advisor Total Bond Fund Class Z | 4.61% | 4.60% | 4.23% | 3.42% | 2.29% | 2.62% | 3.02% | 3.31% | 2.84% | 3.06% | 3.81% | 0.22% |
Drawdowns
FIWDX vs. FBKWX - Drawdown Comparison
The maximum FIWDX drawdown since its inception was -16.65%, smaller than the maximum FBKWX drawdown of -18.08%. Use the drawdown chart below to compare losses from any high point for FIWDX and FBKWX. For additional features, visit the drawdowns tool.
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Volatility
FIWDX vs. FBKWX - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Income Fund Class Z (FIWDX) is 1.16%, while Fidelity Advisor Total Bond Fund Class Z (FBKWX) has a volatility of 1.51%. This indicates that FIWDX experiences smaller price fluctuations and is considered to be less risky than FBKWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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