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FIWGX vs. FSRIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FIWGX and FSRIX is 0.05, 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

FIWGX vs. FSRIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strategic Advisers Fidelity Core Income Fund (FIWGX) and Fidelity Advisor Strategic Income Fund Class I (FSRIX). The values are adjusted to include any dividend payments, if applicable.

14.00%16.00%18.00%20.00%22.00%December2025FebruaryMarchAprilMay
17.51%
21.72%
FIWGX
FSRIX

Key characteristics

Sharpe Ratio

FIWGX:

1.09

FSRIX:

1.48

Sortino Ratio

FIWGX:

1.62

FSRIX:

2.18

Omega Ratio

FIWGX:

1.19

FSRIX:

1.27

Calmar Ratio

FIWGX:

0.59

FSRIX:

1.51

Martin Ratio

FIWGX:

3.08

FSRIX:

5.60

Ulcer Index

FIWGX:

1.97%

FSRIX:

1.01%

Daily Std Dev

FIWGX:

5.53%

FSRIX:

3.82%

Max Drawdown

FIWGX:

-17.83%

FSRIX:

-17.71%

Current Drawdown

FIWGX:

-4.19%

FSRIX:

-1.03%

Returns By Period

In the year-to-date period, FIWGX achieves a 2.25% return, which is significantly higher than FSRIX's 0.87% return.


FIWGX

YTD

2.25%

1M

-1.27%

6M

1.63%

1Y

6.18%

5Y*

0.61%

10Y*

N/A

FSRIX

YTD

0.87%

1M

0.96%

6M

1.04%

1Y

5.92%

5Y*

3.55%

10Y*

2.99%

*Annualized

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FIWGX vs. FSRIX - Expense Ratio Comparison

FIWGX has a 0.46% expense ratio, which is lower than FSRIX's 0.71% expense ratio.


Risk-Adjusted Performance

FIWGX vs. FSRIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIWGX
The Risk-Adjusted Performance Rank of FIWGX is 7171
Overall Rank
The Sharpe Ratio Rank of FIWGX is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of FIWGX is 7777
Sortino Ratio Rank
The Omega Ratio Rank of FIWGX is 7272
Omega Ratio Rank
The Calmar Ratio Rank of FIWGX is 6161
Calmar Ratio Rank
The Martin Ratio Rank of FIWGX is 6666
Martin Ratio Rank

FSRIX
The Risk-Adjusted Performance Rank of FSRIX is 8686
Overall Rank
The Sharpe Ratio Rank of FSRIX is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of FSRIX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of FSRIX is 8585
Omega Ratio Rank
The Calmar Ratio Rank of FSRIX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of FSRIX is 8585
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FIWGX vs. FSRIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Core Income Fund (FIWGX) and Fidelity Advisor Strategic Income Fund Class I (FSRIX). 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.


The current FIWGX Sharpe Ratio is 1.09, which is comparable to the FSRIX Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of FIWGX and FSRIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50December2025FebruaryMarchAprilMay
1.09
1.48
FIWGX
FSRIX

Dividends

FIWGX vs. FSRIX - Dividend Comparison

FIWGX's dividend yield for the trailing twelve months is around 4.34%, more than FSRIX's 3.76% yield.


TTM20242023202220212020201920182017201620152014
FIWGX
Strategic Advisers Fidelity Core Income Fund
4.34%4.36%3.78%2.98%2.08%6.66%4.29%0.57%0.00%0.00%0.00%0.00%
FSRIX
Fidelity Advisor Strategic Income Fund Class I
3.76%4.16%4.28%3.76%4.59%4.53%4.60%3.75%4.18%3.48%3.68%5.27%

Drawdowns

FIWGX vs. FSRIX - Drawdown Comparison

The maximum FIWGX drawdown since its inception was -17.83%, roughly equal to the maximum FSRIX drawdown of -17.71%. Use the drawdown chart below to compare losses from any high point for FIWGX and FSRIX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%December2025FebruaryMarchAprilMay
-4.19%
-1.03%
FIWGX
FSRIX

Volatility

FIWGX vs. FSRIX - Volatility Comparison

Strategic Advisers Fidelity Core Income Fund (FIWGX) has a higher volatility of 2.18% compared to Fidelity Advisor Strategic Income Fund Class I (FSRIX) at 1.68%. This indicates that FIWGX's price experiences larger fluctuations and is considered to be riskier than FSRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.50%2.00%December2025FebruaryMarchAprilMay
2.18%
1.68%
FIWGX
FSRIX