FNARX vs. FARMX
Compare and contrast key facts about Fidelity Natural Resources Fund (FNARX) and Fidelity Agricultural Productivity Fund (FARMX).
FNARX is managed by Fidelity. It was launched on Mar 3, 1997. FARMX is managed by Fidelity. It was launched on Apr 15, 2020.
Performance
FNARX vs. FARMX - Performance Comparison
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FNARX vs. FARMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FNARX Fidelity Natural Resources Fund | 28.78% | 28.67% | 3.76% | 6.41% | 41.01% | 39.34% | 40.56% |
FARMX Fidelity Agricultural Productivity Fund | 20.39% | 7.99% | -4.83% | -11.61% | 13.68% | 23.36% | 53.58% |
Returns By Period
In the year-to-date period, FNARX achieves a 28.78% return, which is significantly higher than FARMX's 20.39% return.
FNARX
- 1D
- -0.38%
- 1M
- 3.25%
- YTD
- 28.78%
- 6M
- 33.09%
- 1Y
- 51.16%
- 3Y*
- 21.69%
- 5Y*
- 25.38%
- 10Y*
- 12.63%
FARMX
- 1D
- -0.09%
- 1M
- -2.42%
- YTD
- 20.39%
- 6M
- 19.16%
- 1Y
- 25.44%
- 3Y*
- 3.96%
- 5Y*
- 5.13%
- 10Y*
- —
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FNARX vs. FARMX - Expense Ratio Comparison
FNARX has a 0.82% expense ratio, which is lower than FARMX's 0.99% expense ratio.
Return for Risk
FNARX vs. FARMX — Risk / Return Rank
FNARX
FARMX
FNARX vs. FARMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Natural Resources Fund (FNARX) and Fidelity Agricultural Productivity Fund (FARMX). 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.
| FNARX | FARMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.40 | 1.46 | +0.94 |
Sortino ratioReturn per unit of downside risk | 2.93 | 2.16 | +0.77 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.27 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.97 | 2.16 | +0.82 |
Martin ratioReturn relative to average drawdown | 13.95 | 4.98 | +8.97 |
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
| FNARX | FARMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 1.46 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.01 | 0.27 | +0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.78 | -0.48 |
Correlation
The correlation between FNARX and FARMX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FNARX vs. FARMX - Dividend Comparison
FNARX's dividend yield for the trailing twelve months is around 1.47%, less than FARMX's 1.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNARX Fidelity Natural Resources Fund | 1.47% | 1.89% | 1.51% | 1.60% | 2.42% | 1.46% | 1.79% | 1.42% | 1.17% | 1.38% | 0.62% | 0.78% |
FARMX Fidelity Agricultural Productivity Fund | 1.53% | 1.85% | 2.29% | 1.33% | 1.17% | 0.71% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FNARX vs. FARMX - Drawdown Comparison
The maximum FNARX drawdown since its inception was -71.04%, which is greater than FARMX's maximum drawdown of -30.27%. Use the drawdown chart below to compare losses from any high point for FNARX and FARMX.
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Drawdown Indicators
| FNARX | FARMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.04% | -30.27% | -40.77% |
Max Drawdown (1Y)Largest decline over 1 year | -16.94% | -11.27% | -5.67% |
Max Drawdown (5Y)Largest decline over 5 years | -29.93% | -30.27% | +0.34% |
Max Drawdown (10Y)Largest decline over 10 years | -64.10% | — | — |
Current DrawdownCurrent decline from peak | -0.38% | -2.72% | +2.34% |
Average DrawdownAverage peak-to-trough decline | -20.15% | -13.13% | -7.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 4.89% | -1.28% |
Volatility
FNARX vs. FARMX - Volatility Comparison
The current volatility for Fidelity Natural Resources Fund (FNARX) is 5.02%, while Fidelity Agricultural Productivity Fund (FARMX) has a volatility of 5.52%. This indicates that FNARX experiences smaller price fluctuations and is considered to be less risky than FARMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNARX | FARMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 5.52% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 14.01% | 12.26% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.77% | 18.30% | +3.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.17% | 18.97% | +6.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.08% | 19.84% | +7.24% |