FSRIX vs. JMSIX
Compare and contrast key facts about Fidelity Advisor Strategic Income Fund Class I (FSRIX) and JPMorgan Income Fund (JMSIX).
FSRIX is managed by Fidelity. It was launched on Jul 3, 1995. JMSIX is managed by JPMorgan. It was launched on Jun 1, 2014.
Performance
FSRIX vs. JMSIX - Performance Comparison
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FSRIX vs. JMSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSRIX Fidelity Advisor Strategic Income Fund Class I | -0.90% | 8.97% | 6.02% | 9.51% | -11.91% | 3.50% | 7.50% | 11.01% | -2.70% | 8.08% |
JMSIX JPMorgan Income Fund | -0.29% | 7.68% | 7.78% | 6.14% | -8.24% | 3.59% | 3.07% | 11.82% | 1.03% | 6.00% |
Returns By Period
In the year-to-date period, FSRIX achieves a -0.90% return, which is significantly lower than JMSIX's -0.29% return. Over the past 10 years, FSRIX has outperformed JMSIX with an annualized return of 4.24%, while JMSIX has yielded a comparatively lower 3.93% annualized return.
FSRIX
- 1D
- 0.00%
- 1M
- -2.70%
- YTD
- -0.90%
- 6M
- 0.46%
- 1Y
- 7.05%
- 3Y*
- 6.73%
- 5Y*
- 2.78%
- 10Y*
- 4.24%
JMSIX
- 1D
- 0.24%
- 1M
- -1.39%
- YTD
- -0.29%
- 6M
- 1.33%
- 1Y
- 5.02%
- 3Y*
- 6.36%
- 5Y*
- 2.78%
- 10Y*
- 3.93%
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FSRIX vs. JMSIX - Expense Ratio Comparison
FSRIX has a 0.71% expense ratio, which is higher than JMSIX's 0.40% expense ratio.
Return for Risk
FSRIX vs. JMSIX — Risk / Return Rank
FSRIX
JMSIX
FSRIX vs. JMSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Income Fund Class I (FSRIX) and JPMorgan Income Fund (JMSIX). 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.
| FSRIX | JMSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.12 | 2.15 | -0.04 |
Sortino ratioReturn per unit of downside risk | 2.94 | 3.84 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.54 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.75 | 3.47 | -0.72 |
Martin ratioReturn relative to average drawdown | 10.91 | 13.30 | -2.39 |
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
| FSRIX | JMSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.12 | 2.15 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.76 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.96 | 1.02 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.76 | -0.24 |
Correlation
The correlation between FSRIX and JMSIX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FSRIX vs. JMSIX - Dividend Comparison
FSRIX's dividend yield for the trailing twelve months is around 4.03%, less than JMSIX's 5.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRIX Fidelity Advisor Strategic Income Fund Class I | 4.03% | 4.29% | 4.16% | 4.28% | 2.91% | 4.18% | 4.53% | 4.30% | 3.74% | 4.17% | 3.75% | 3.09% |
JMSIX JPMorgan Income Fund | 5.53% | 5.95% | 5.78% | 4.43% | 4.78% | 4.00% | 4.95% | 5.10% | 5.43% | 5.42% | 0.46% | 0.00% |
Drawdowns
FSRIX vs. JMSIX - Drawdown Comparison
The maximum FSRIX drawdown since its inception was -22.98%, which is greater than JMSIX's maximum drawdown of -18.40%. Use the drawdown chart below to compare losses from any high point for FSRIX and JMSIX.
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Drawdown Indicators
| FSRIX | JMSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.98% | -18.40% | -4.58% |
Max Drawdown (1Y)Largest decline over 1 year | -2.70% | -1.64% | -1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -15.99% | -11.39% | -4.60% |
Max Drawdown (10Y)Largest decline over 10 years | -15.99% | -18.40% | +2.41% |
Current DrawdownCurrent decline from peak | -2.70% | -1.39% | -1.31% |
Average DrawdownAverage peak-to-trough decline | -4.72% | -2.60% | -2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.68% | 0.43% | +0.25% |
Volatility
FSRIX vs. JMSIX - Volatility Comparison
Fidelity Advisor Strategic Income Fund Class I (FSRIX) has a higher volatility of 1.57% compared to JPMorgan Income Fund (JMSIX) at 0.77%. This indicates that FSRIX's price experiences larger fluctuations and is considered to be riskier than JMSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSRIX | JMSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 0.77% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 2.41% | 1.67% | +0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.57% | 2.59% | +0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.44% | 3.70% | +0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.43% | 3.85% | +0.58% |