FPDIX vs. FFI.AX

Last updated Apr 1, 2026

Compare and contrast key facts about Fidelity Advisor 529 Aggressive Growth Portfolio Class I (FPDIX) and FFI Holdings Limited (FFI.AX).

FPDIX is an actively managed fund by Fidelity. It was launched on Jun 13, 2019.

Performance

FPDIX vs. FFI.AX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor 529 Aggressive Growth Portfolio Class I (FPDIX) and FFI Holdings Limited (FFI.AX). The values are adjusted to include any dividend payments, if applicable.

FPDIX vs. FFI.AX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
FPDIX Fidelity Advisor 529 Aggressive Growth Portfolio Class I	-4.10%	24.03%	15.81%	20.91%	-17.98%	17.54%	18.10%	9.07%
FFI.AX FFI Holdings Limited	1.95%	44.84%	-21.77%	2.84%	-42.10%	25.29%	40.29%	13.50%

Different Trading Currencies

FPDIX is traded in USD, while FFI.AX is traded in AUD. To make them comparable, the FFI.AX values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, FPDIX achieves a -4.10% return, which is significantly lower than FFI.AX's 1.95% return.

FPDIX

• 1D: -0.39%
• 1M: -9.78%
• YTD: -4.10%
• 6M: -0.85%
• 1Y: 18.81%
• 3Y*: 16.07%
• 5Y*: 8.61%
• 10Y*: —

FFI.AX

• 1D: -3.91%
• 1M: -3.51%
• YTD: 1.95%
• 6M: 18.66%
• 1Y: 32.30%
• 3Y*: 13.78%
• 5Y*: -3.75%
• 10Y*: 6.10%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

FPDIX vs. FFI.AX — Risk / Return Rank

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

FPDIX

FPDIX Risk / Return Rank: 42
FPDIX Sharpe Ratio Rank: 50
FPDIX Sortino Ratio Rank: 53
FPDIX Omega Ratio Rank: 57
FPDIX Calmar Ratio Rank: 23
FPDIX Martin Ratio Rank: 28

FFI.AX

FFI.AX Risk / Return Rank: 64
FFI.AX Sharpe Ratio Rank: 61
FFI.AX Sortino Ratio Rank: 55
FFI.AX Omega Ratio Rank: 65
FFI.AX Calmar Ratio Rank: 68
FFI.AX Martin Ratio Rank: 71

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.

FPDIX vs. FFI.AX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor 529 Aggressive Growth Portfolio Class I (FPDIX) and FFI Holdings Limited (FFI.AX). 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.

	FPDIX	FFI.AX	Difference
Sharpe ratio Return per unit of total volatility	0.99	0.92	+0.07
Sortino ratio Return per unit of downside risk	1.49	1.46	+0.03
Omega ratio Gain probability vs. loss probability	1.23	1.23	0.00
Calmar ratio Return relative to maximum drawdown	0.72	2.54	-1.82
Martin ratio Return relative to average drawdown	3.13	6.27	-3.14
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FPDIX vs. FFI.AX - Sharpe Ratio Comparison

The current FPDIX Sharpe Ratio is 0.99, which is comparable to the FFI.AX Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of FPDIX and FFI.AX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FPDIX	FFI.AX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.99	0.92	+0.07
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.53	-0.09	+0.63
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.17	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.61	0.17	+0.44

Correlation

The correlation between FPDIX and FFI.AX is 0.23, 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.

Dividends

FPDIX vs. FFI.AX - Dividend Comparison

FPDIX has not paid dividends to shareholders, while FFI.AX's dividend yield for the trailing twelve months is around 6.95%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FPDIX Fidelity Advisor 529 Aggressive Growth Portfolio Class I	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FFI.AX FFI Holdings Limited	6.95%	4.62%	3.24%	2.16%	2.18%	3.44%	4.05%	4.54%	4.89%	4.84%	5.24%	5.48%

Drawdowns

FPDIX vs. FFI.AX - Drawdown Comparison

The maximum FPDIX drawdown since its inception was -32.81%, smaller than the maximum FFI.AX drawdown of -74.14%. Use the drawdown chart below to compare losses from any high point for FPDIX and FFI.AX.

Drawdown Indicators

	FPDIX	FFI.AX	Difference
Max Drawdown Largest peak-to-trough decline	-32.81%	-62.83%	+30.02%
Max Drawdown (1Y) Largest decline over 1 year	-11.68%	-14.35%	+2.67%
Max Drawdown (5Y) Largest decline over 5 years	-27.82%	-59.17%	+31.35%
Max Drawdown (10Y) Largest decline over 10 years	—	-59.17%	—
Current Drawdown Current decline from peak	-10.12%	-36.82%	+26.70%
Average Drawdown Average peak-to-trough decline	-6.32%	-17.81%	+11.49%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.67%	5.27%	-1.60%

Volatility

FPDIX vs. FFI.AX - Volatility Comparison

The current volatility for Fidelity Advisor 529 Aggressive Growth Portfolio Class I (FPDIX) is 5.77%, while FFI Holdings Limited (FFI.AX) has a volatility of 9.81%. This indicates that FPDIX experiences smaller price fluctuations and is considered to be less risky than FFI.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FPDIX	FFI.AX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.77%	9.81%	-4.04%
Volatility (6M) Calculated over the trailing 6-month period	10.25%	24.89%	-14.64%
Volatility (1Y) Calculated over the trailing 1-year period	19.64%	34.89%	-15.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.60%	40.81%	-24.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.86%	35.27%	-16.41%