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FSSKX vs. BFTHX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FSSKX vs. BFTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Stock Selector All Cap Fund Class K (FSSKX) and Baron Fifth Avenue Growth Fund (BFTHX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FSSKX achieves a 14.53% return, which is significantly higher than BFTHX's 4.80% return. Both investments have delivered pretty close results over the past 10 years, with FSSKX having a 14.93% annualized return and BFTHX not far ahead at 15.01%.


FSSKX

1D
1.87%
1M
-0.79%
6M
11.55%
YTD
14.53%
1Y
28.43%
3Y*
19.77%
5Y*
12.09%
10Y*
14.93%
ALL TIME*
11.04%

BFTHX

1D
1.69%
1M
-4.79%
6M
6.19%
YTD
4.80%
1Y
13.76%
3Y*
21.78%
5Y*
5.05%
10Y*
15.01%
ALL TIME*
10.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

FSSKX vs. BFTHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSSKX
Fidelity Advisor Stock Selector All Cap Fund Class K
14.53%18.98%19.89%27.04%-19.47%23.28%25.01%32.33%-8.52%24.38%
BFTHX
Baron Fifth Avenue Growth Fund
4.80%18.01%37.38%57.20%-50.62%10.88%50.42%33.98%1.10%40.64%

Correlation

The correlation between FSSKX and BFTHX is 0.82, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.82

Correlation (3Y)
Balances recent behavior with more history.

0.83

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.86

Correlation (10Y)
Provides a long-term view across more market conditions.

0.84

Correlation (All Time)
Calculated using the full available price history since May 9, 2008

0.88

The correlation between FSSKX and BFTHX has been stable across timeframes, ranging from 0.82 to 0.88 - a consistent structural relationship.

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Return for Risk

FSSKX vs. BFTHX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FSSKX
FSSKX Risk / Return Rank: 7979
Overall Rank
FSSKX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
FSSKX Sortino Ratio Rank: 7272
Sortino Ratio Rank
FSSKX Omega Ratio Rank: 7272
Omega Ratio Rank
FSSKX Calmar Ratio Rank: 8383
Calmar Ratio Rank
FSSKX Martin Ratio Rank: 9090
Martin Ratio Rank

BFTHX
BFTHX Risk / Return Rank: 1313
Overall Rank
BFTHX Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
BFTHX Sortino Ratio Rank: 1313
Sortino Ratio Rank
BFTHX Omega Ratio Rank: 1313
Omega Ratio Rank
BFTHX Calmar Ratio Rank: 1313
Calmar Ratio Rank
BFTHX Martin Ratio Rank: 1414
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FSSKX vs. BFTHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector All Cap Fund Class K (FSSKX) and Baron Fifth Avenue Growth Fund (BFTHX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FSSKXBFTHXDifference
Sharpe ratioReturn per unit of total volatility

+1.33

Sortino ratioReturn per unit of downside risk

+1.67

Omega ratioGain probability vs. loss probability

1.33

1.10

+0.23

Calmar ratioReturn relative to maximum drawdown

2.85

0.66

+2.19

Martin ratioReturn relative to average drawdown

12.86

1.99

+10.87

FSSKX vs. BFTHX - Sharpe Ratio Comparison

The current FSSKX Sharpe Ratio is 1.83, which is higher than the BFTHX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of FSSKX and BFTHX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FSSKX vs. BFTHX - Drawdown Comparison

The maximum FSSKX drawdown since its inception was -53.43%, smaller than the maximum BFTHX drawdown of -58.84%. Use the drawdown chart below to compare losses from any high point for FSSKX and BFTHX.


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Drawdown Indicators


FSSKXBFTHXDifference

Max Drawdown

Largest peak-to-trough decline

-53.43%

-58.84%

+5.41%

Max Drawdown (1Y)

Largest decline over 1 year

-9.20%

-17.62%

+8.42%

Max Drawdown (3Y)

Largest decline over 3 years

-20.84%

-29.22%

+8.38%

Max Drawdown (5Y)

Largest decline over 5 years

-25.20%

-58.84%

+33.64%

Max Drawdown (10Y)

Largest decline over 10 years

-34.37%

-58.84%

+24.47%

Current Drawdown

Current decline from peak

-2.30%

-7.33%

+5.03%

Average Drawdown

Average peak-to-trough decline

-7.65%

-11.82%

+4.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

5.81%

-3.78%

Volatility

FSSKX vs. BFTHX - Volatility Comparison

The current volatility for Fidelity Advisor Stock Selector All Cap Fund Class K (FSSKX) is 3.73%, while Baron Fifth Avenue Growth Fund (BFTHX) has a volatility of 5.52%. This indicates that FSSKX experiences smaller price fluctuations and is considered to be less risky than BFTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FSSKXBFTHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.73%

5.52%

-1.79%

Volatility (6M)

Calculated over the trailing 6-month period

11.38%

17.37%

-5.99%

Volatility (1Y)

Calculated over the trailing 1-year period

14.28%

22.87%

-8.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.94%

31.25%

-13.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.60%

27.25%

-8.65%

FSSKX vs. BFTHX - Expense Ratio Comparison

FSSKX has a 0.58% expense ratio, which is lower than BFTHX's 1.00% expense ratio.


Dividends

FSSKX vs. BFTHX - Dividend Comparison

FSSKX's dividend yield for the trailing twelve months is around 4.17%, more than BFTHX's 3.92% yield.


PositionTTM20252024202320222021202020192018201720162015
BFTHX
Baron Fifth Avenue Growth Fund
3.92%4.11%0.79%0.00%0.00%3.19%0.36%2.95%0.00%0.00%0.00%0.00%
FSSKX
Fidelity Advisor Stock Selector All Cap Fund Class K
4.17%4.78%4.87%2.11%0.38%1.44%5.29%6.17%4.37%3.07%1.12%5.23%

Frequently Asked Questions


FSSKX and BFTHX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BFTHX has higher volatility (5.52%) compared to FSSKX (3.73%). In terms of maximum drawdown, FSSKX dropped -53.43% vs BFTHX's -58.84%.

FSSKX currently has the higher Sharpe Ratio (1.83 vs 0.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for FSSKX and BFTHX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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