Correlation
The correlation between FSRAX and FZROX is 0.59, 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. FZROX
Compare and contrast key facts about Fidelity Advisor Strategic Real Return Fund Class A (FSRAX) and Fidelity ZERO Total Market Index Fund (FZROX).
FSRAX is managed by Fidelity. It was launched on Sep 7, 2005. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRAX or FZROX.
Performance
FSRAX vs. FZROX - Performance Comparison
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Key characteristics
FSRAX:
0.77
FZROX:
0.70
FSRAX:
0.95
FZROX:
1.00
FSRAX:
1.14
FZROX:
1.15
FSRAX:
0.75
FZROX:
0.64
FSRAX:
3.41
FZROX:
2.42
FSRAX:
1.27%
FZROX:
5.17%
FSRAX:
6.25%
FZROX:
20.15%
FSRAX:
-37.96%
FZROX:
-34.96%
FSRAX:
-0.90%
FZROX:
-3.85%
Returns By Period
In the year-to-date period, FSRAX achieves a 2.42% return, which is significantly higher than FZROX's 0.59% return.
FSRAX
2.42%
1.07%
0.48%
4.81%
1.96%
7.32%
3.05%
FZROX
0.59%
6.44%
-2.40%
13.91%
13.86%
15.39%
N/A
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FSRAX vs. FZROX - Expense Ratio Comparison
FSRAX has a 0.95% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Risk-Adjusted Performance
FSRAX vs. FZROX — Risk-Adjusted Performance Rank
FSRAX
FZROX
FSRAX vs. FZROX - 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 Fidelity ZERO Total Market Index Fund (FZROX). 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. FZROX - Dividend Comparison
FSRAX's dividend yield for the trailing twelve months is around 4.48%, more than FZROX's 1.15% 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% |
FZROX Fidelity ZERO Total Market Index Fund | 1.15% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSRAX vs. FZROX - Drawdown Comparison
The maximum FSRAX drawdown since its inception was -37.96%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FSRAX and FZROX.
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Volatility
FSRAX vs. FZROX - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Real Return Fund Class A (FSRAX) is 1.10%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 4.99%. This indicates that FSRAX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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