FSRIX vs. VFSUX
Compare and contrast key facts about Fidelity Advisor Strategic Income Fund Class I (FSRIX) and Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX).
FSRIX is managed by Fidelity. It was launched on Jul 3, 1995. VFSUX 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 VFSUX.
Key characteristics
| FSRIX | VFSUX | |
|---|---|---|
| YTD Return | 6.50% | 4.22% |
| 1Y Return | 11.96% | 7.37% |
| 3Y Return (Ann) | 0.62% | 1.32% |
| 5Y Return (Ann) | 2.38% | 1.85% |
| 10Y Return (Ann) | 3.13% | 2.13% |
| Sharpe Ratio | 2.96 | 2.56 |
| Sortino Ratio | 4.68 | 4.12 |
| Omega Ratio | 1.61 | 1.53 |
| Calmar Ratio | 1.24 | 1.73 |
| Martin Ratio | 17.48 | 14.74 |
| Ulcer Index | 0.65% | 0.49% |
| Daily Std Dev | 3.82% | 2.80% |
| Max Drawdown | -17.71% | -9.59% |
| Current Drawdown | -1.01% | -1.44% |
Correlation
The correlation between FSRIX and VFSUX is 0.55, 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. VFSUX - Performance Comparison
In the year-to-date period, FSRIX achieves a 6.50% return, which is significantly higher than VFSUX's 4.22% return. Over the past 10 years, FSRIX has outperformed VFSUX with an annualized return of 3.13%, while VFSUX has yielded a comparatively lower 2.13% 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. VFSUX - Expense Ratio Comparison
FSRIX has a 0.71% expense ratio, which is higher than VFSUX's 0.10% expense ratio.
Risk-Adjusted Performance
FSRIX vs. VFSUX - 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 Short-Term Investment-Grade Fund Admiral Shares (VFSUX). 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. VFSUX - Dividend Comparison
FSRIX's dividend yield for the trailing twelve months is around 4.29%, more than VFSUX's 4.03% 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% |
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 4.03% | 3.14% | 2.03% | 1.73% | 2.33% | 2.92% | 2.78% | 2.10% | 2.05% | 2.07% | 2.00% | 1.93% |
Drawdowns
FSRIX vs. VFSUX - Drawdown Comparison
The maximum FSRIX drawdown since its inception was -17.71%, which is greater than VFSUX's maximum drawdown of -9.59%. Use the drawdown chart below to compare losses from any high point for FSRIX and VFSUX. For additional features, visit the drawdowns tool.
Volatility
FSRIX vs. VFSUX - Volatility Comparison
Fidelity Advisor Strategic Income Fund Class I (FSRIX) has a higher volatility of 0.94% compared to Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) at 0.75%. This indicates that FSRIX's price experiences larger fluctuations and is considered to be riskier than VFSUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.