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FLCCX vs. SHXPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FLCCX vs. SHXPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Large Cap Fund Class C (FLCCX) and American Beacon Shapiro Equity Opportunities Fund (SHXPX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


FLCCX

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
11.54%
3Y*
18.09%
5Y*
11.36%
10Y*
13.12%

SHXPX

1D
0.06%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FLCCX vs. SHXPX - Yearly Performance Comparison


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Return for Risk

FLCCX vs. SHXPX — Risk / Return Rank

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

FLCCX
FLCCX Risk / Return Rank: 4141
Overall Rank
FLCCX Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
FLCCX Sortino Ratio Rank: 3434
Sortino Ratio Rank
FLCCX Omega Ratio Rank: 6969
Omega Ratio Rank
FLCCX Calmar Ratio Rank: 5151
Calmar Ratio Rank
FLCCX Martin Ratio Rank: 1717
Martin Ratio Rank

SHXPX
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FLCCX vs. SHXPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Fund Class C (FLCCX) and American Beacon Shapiro Equity Opportunities Fund (SHXPX). 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.


FLCCXSHXPXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.46

Calmar ratioReturn relative to maximum drawdown

2.73

Martin ratioReturn relative to average drawdown

4.65

FLCCX vs. SHXPX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


FLCCXSHXPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

23.86

-23.43

Drawdowns

FLCCX vs. SHXPX - Drawdown Comparison

The maximum FLCCX drawdown since its inception was -65.81%, which is greater than SHXPX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for FLCCX and SHXPX.


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Drawdown Indicators


FLCCXSHXPXDifference

Max Drawdown

Largest peak-to-trough decline

-65.81%

0.00%

-65.81%

Max Drawdown (1Y)

Largest decline over 1 year

-5.10%

Max Drawdown (3Y)

Largest decline over 3 years

-19.06%

Max Drawdown (5Y)

Largest decline over 5 years

-22.04%

Max Drawdown (10Y)

Largest decline over 10 years

-37.63%

Current Drawdown

Current decline from peak

-4.23%

0.00%

-4.23%

Average Drawdown

Average peak-to-trough decline

-15.48%

0.00%

-15.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.82%

Volatility

FLCCX vs. SHXPX - Volatility Comparison


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Volatility by Period


FLCCXSHXPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

4.21%

Volatility (1Y)

Calculated over the trailing 1-year period

8.06%

2.38%

+5.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.44%

2.38%

+14.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.59%

2.38%

+16.21%

FLCCX vs. SHXPX - Expense Ratio Comparison

FLCCX has a 1.57% expense ratio, which is higher than SHXPX's 1.21% expense ratio.


Dividends

FLCCX vs. SHXPX - Dividend Comparison

FLCCX's dividend yield for the trailing twelve months is around 6.79%, while SHXPX has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
FLCCX
Fidelity Advisor Large Cap Fund Class C
6.79%6.79%6.81%3.27%1.77%6.87%5.44%8.90%18.35%7.06%1.65%2.52%
SHXPX
American Beacon Shapiro Equity Opportunities Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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