Correlation
The correlation between FSRAX and BAICX is 0.56, 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.
FSRAX vs. BAICX
Compare and contrast key facts about Fidelity Advisor Strategic Real Return Fund Class A (FSRAX) and BlackRock Multi-Asset Income Portfolio (BAICX).
FSRAX is managed by Fidelity. It was launched on Sep 7, 2005. BAICX is managed by Blackrock. It was launched on Apr 7, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRAX or BAICX.
Performance
FSRAX vs. BAICX - Performance Comparison
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Key characteristics
FSRAX:
0.79
BAICX:
1.50
FSRAX:
1.00
BAICX:
1.92
FSRAX:
1.15
BAICX:
1.27
FSRAX:
0.79
BAICX:
1.51
FSRAX:
3.59
BAICX:
6.17
FSRAX:
1.27%
BAICX:
1.39%
FSRAX:
6.28%
BAICX:
6.38%
FSRAX:
-37.96%
BAICX:
-33.29%
FSRAX:
-0.90%
BAICX:
-0.29%
Returns By Period
In the year-to-date period, FSRAX achieves a 2.42% return, which is significantly lower than BAICX's 3.50% return. Over the past 10 years, FSRAX has underperformed BAICX with an annualized return of 3.05%, while BAICX has yielded a comparatively higher 4.17% annualized return.
FSRAX
2.42%
0.71%
0.71%
4.94%
1.75%
7.32%
3.05%
BAICX
3.50%
1.91%
1.87%
9.47%
5.83%
5.20%
4.17%
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FSRAX vs. BAICX - Expense Ratio Comparison
FSRAX has a 0.95% expense ratio, which is higher than BAICX's 0.81% expense ratio.
Risk-Adjusted Performance
FSRAX vs. BAICX — Risk-Adjusted Performance Rank
FSRAX
BAICX
FSRAX vs. BAICX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Real Return Fund Class A (FSRAX) and BlackRock Multi-Asset Income Portfolio (BAICX). 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.
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Dividends
FSRAX vs. BAICX - Dividend Comparison
FSRAX's dividend yield for the trailing twelve months is around 4.48%, less than BAICX's 5.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRAX Fidelity Advisor Strategic Real Return Fund Class A | 4.48% | 4.56% | 5.04% | 7.08% | 5.16% | 2.02% | 2.83% | 9.13% | 2.30% | 2.08% | 1.44% | 2.23% |
BAICX BlackRock Multi-Asset Income Portfolio | 5.73% | 5.83% | 5.58% | 5.02% | 5.17% | 4.07% | 4.69% | 5.27% | 4.60% | 4.71% | 5.35% | 5.41% |
Drawdowns
FSRAX vs. BAICX - Drawdown Comparison
The maximum FSRAX drawdown since its inception was -37.96%, which is greater than BAICX's maximum drawdown of -33.29%. Use the drawdown chart below to compare losses from any high point for FSRAX and BAICX.
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Volatility
FSRAX vs. BAICX - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Real Return Fund Class A (FSRAX) is 1.17%, while BlackRock Multi-Asset Income Portfolio (BAICX) has a volatility of 1.61%. This indicates that FSRAX experiences smaller price fluctuations and is considered to be less risky than BAICX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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