FIWGX vs. FPCIX
Compare and contrast key facts about Strategic Advisers Fidelity Core Income Fund (FIWGX) and Strategic Advisers Core Income Fund (FPCIX).
FIWGX is managed by Fidelity. It was launched on Oct 16, 2018. FPCIX is managed by Fidelity.
Performance
FIWGX vs. FPCIX - Performance Comparison
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FIWGX vs. FPCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIWGX Strategic Advisers Fidelity Core Income Fund | -0.76% | 6.90% | 2.14% | 6.51% | -13.71% | -0.37% | 10.21% | 9.39% | 1.28% |
FPCIX Strategic Advisers Core Income Fund | -0.97% | 7.42% | 1.71% | 5.98% | -14.76% | -0.81% | 9.39% | 9.20% | 1.84% |
Returns By Period
In the year-to-date period, FIWGX achieves a -0.76% return, which is significantly higher than FPCIX's -0.97% return.
FIWGX
- 1D
- 0.22%
- 1M
- -1.61%
- YTD
- -0.76%
- 6M
- -0.28%
- 1Y
- 2.78%
- 3Y*
- 3.79%
- 5Y*
- 0.39%
- 10Y*
- —
FPCIX
- 1D
- 0.22%
- 1M
- -1.82%
- YTD
- -0.97%
- 6M
- -0.29%
- 1Y
- 2.97%
- 3Y*
- 3.56%
- 5Y*
- -0.02%
- 10Y*
- 2.09%
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FIWGX vs. FPCIX - Expense Ratio Comparison
FIWGX has a 0.46% expense ratio, which is higher than FPCIX's 0.31% expense ratio.
Return for Risk
FIWGX vs. FPCIX — Risk / Return Rank
FIWGX
FPCIX
FIWGX vs. FPCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Core Income Fund (FIWGX) and Strategic Advisers Core Income Fund (FPCIX). 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.
| FIWGX | FPCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.81 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.15 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.14 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.54 | -0.13 |
Martin ratioReturn relative to average drawdown | 4.49 | 4.73 | -0.24 |
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
| FIWGX | FPCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.81 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | -0.00 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.42 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.73 | -0.25 |
Correlation
The correlation between FIWGX and FPCIX is 0.96, 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
FIWGX vs. FPCIX - Dividend Comparison
FIWGX's dividend yield for the trailing twelve months is around 2.75%, less than FPCIX's 2.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIWGX Strategic Advisers Fidelity Core Income Fund | 2.75% | 3.68% | 4.36% | 3.79% | 2.24% | 1.77% | 6.83% | 4.30% | 0.57% | 0.00% | 0.00% | 0.00% |
FPCIX Strategic Advisers Core Income Fund | 2.83% | 3.83% | 4.17% | 3.55% | 2.69% | 3.01% | 4.99% | 3.75% | 2.94% | 2.70% | 4.13% | 2.45% |
Drawdowns
FIWGX vs. FPCIX - Drawdown Comparison
The maximum FIWGX drawdown since its inception was -18.42%, smaller than the maximum FPCIX drawdown of -19.60%. Use the drawdown chart below to compare losses from any high point for FIWGX and FPCIX.
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Drawdown Indicators
| FIWGX | FPCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.42% | -19.60% | +1.18% |
Max Drawdown (1Y)Largest decline over 1 year | -3.25% | -3.14% | -0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -18.42% | -19.60% | +1.18% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.60% | — |
Current DrawdownCurrent decline from peak | -1.92% | -3.32% | +1.40% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -3.24% | -1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 1.03% | -0.01% |
Volatility
FIWGX vs. FPCIX - Volatility Comparison
The current volatility for Strategic Advisers Fidelity Core Income Fund (FIWGX) is 1.31%, while Strategic Advisers Core Income Fund (FPCIX) has a volatility of 1.48%. This indicates that FIWGX experiences smaller price fluctuations and is considered to be less risky than FPCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIWGX | FPCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 1.48% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 2.74% | 2.77% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.92% | 4.92% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.06% | 6.18% | -0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.53% | 5.03% | +0.50% |