FSRIX vs. VFIDX
Compare and contrast key facts about Fidelity Advisor Strategic Income Fund Class I (FSRIX) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX).
FSRIX is managed by Fidelity. It was launched on Jul 3, 1995. VFIDX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRIX or VFIDX.
Key characteristics
| FSRIX | VFIDX | |
|---|---|---|
| YTD Return | 6.50% | 3.06% |
| 1Y Return | 11.96% | 9.88% |
| 3Y Return (Ann) | 0.62% | -1.27% |
| 5Y Return (Ann) | 2.38% | 0.22% |
| 10Y Return (Ann) | 3.13% | 1.81% |
| Sharpe Ratio | 2.96 | 1.62 |
| Sortino Ratio | 4.68 | 2.40 |
| Omega Ratio | 1.61 | 1.29 |
| Calmar Ratio | 1.24 | 0.57 |
| Martin Ratio | 17.48 | 6.39 |
| Ulcer Index | 0.65% | 1.46% |
| Daily Std Dev | 3.82% | 5.76% |
| Max Drawdown | -17.71% | -22.52% |
| Current Drawdown | -1.01% | -8.08% |
Correlation
The correlation between FSRIX and VFIDX is 0.57, 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.
Performance
FSRIX vs. VFIDX - Performance Comparison
In the year-to-date period, FSRIX achieves a 6.50% return, which is significantly higher than VFIDX's 3.06% return. Over the past 10 years, FSRIX has outperformed VFIDX with an annualized return of 3.13%, while VFIDX has yielded a comparatively lower 1.81% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSRIX vs. VFIDX - Expense Ratio Comparison
FSRIX has a 0.71% expense ratio, which is higher than VFIDX's 0.10% expense ratio.
Risk-Adjusted Performance
FSRIX vs. VFIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Income Fund Class I (FSRIX) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX). 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.
Dividends
FSRIX vs. VFIDX - Dividend Comparison
FSRIX's dividend yield for the trailing twelve months is around 4.29%, less than VFIDX's 4.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRIX Fidelity Advisor Strategic Income Fund Class I | 4.29% | 4.28% | 3.65% | 2.69% | 3.30% | 3.41% | 3.63% | 3.35% | 3.48% | 3.68% | 5.26% | 3.76% |
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.53% | 3.89% | 3.21% | 2.36% | 2.59% | 3.12% | 3.32% | 2.91% | 2.98% | 3.21% | 3.26% | 3.38% |
Drawdowns
FSRIX vs. VFIDX - Drawdown Comparison
The maximum FSRIX drawdown since its inception was -17.71%, smaller than the maximum VFIDX drawdown of -22.52%. Use the drawdown chart below to compare losses from any high point for FSRIX and VFIDX. For additional features, visit the drawdowns tool.
Volatility
FSRIX vs. VFIDX - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Income Fund Class I (FSRIX) is 0.94%, while Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) has a volatility of 1.63%. This indicates that FSRIX experiences smaller price fluctuations and is considered to be less risky than VFIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.