FSTAX vs. FBGRX
FSTAX (Fidelity Advisor Strategic Income Fund Class A) and FBGRX (Fidelity Blue Chip Growth Fund) are both mutual funds - FSTAX is a Total Bond Market fund managed by Fidelity, while FBGRX is a Large Cap Growth Equities fund managed by Fidelity. Over the past 10 years, FSTAX returned 3.63%/yr vs 20.78%/yr for FBGRX. Their 0.28 correlation means their historical movements had little consistent relationship. FSTAX charges 0.97%/yr vs 0.79%/yr for FBGRX.
Performance
FSTAX vs. FBGRX - Performance Comparison
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Returns By Period
In the year-to-date period, FSTAX achieves a 1.69% return, which is significantly lower than FBGRX's 11.25% return. Over the past 10 years, FSTAX has underperformed FBGRX with an annualized return of 3.63%, while FBGRX has yielded a comparatively higher 20.78% annualized return.
FSTAX
- 1D
- 0.08%
- 1M
- -1.16%
- 6M
- 1.05%
- YTD
- 1.69%
- 1Y
- 5.25%
- 3Y*
- 6.58%
- 5Y*
- 2.19%
- 10Y*
- 3.63%
- ALL TIME*
- 1.96%
FBGRX
- 1D
- 1.00%
- 1M
- -3.22%
- 6M
- 10.82%
- YTD
- 11.25%
- 1Y
- 25.42%
- 3Y*
- 25.85%
- 5Y*
- 13.72%
- 10Y*
- 20.78%
- ALL TIME*
- 13.49%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FSTAX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSTAX Fidelity Advisor Strategic Income Fund Class A | 1.69% | 8.68% | 4.93% | 8.82% | -11.98% | 3.22% | 7.21% | 10.74% | -2.94% | 7.63% |
FBGRX Fidelity Blue Chip Growth Fund | 11.25% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Correlation
The correlation between FSTAX and FBGRX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.52 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.48 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.47 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 1994 | 0.28 |
Over the past year, FSTAX and FBGRX have become more correlated (0.69) than their long-term average of 0.28, meaning their price movements have been converging.
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Return for Risk
FSTAX vs. FBGRX — Risk / Return Rank
FSTAX
FBGRX
FSTAX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Income Fund Class A (FSTAX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.
| FSTAX | FBGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.78 | +0.24 |
| Martin ratioReturn relative to average drawdown | 7.64 | 6.32 | +1.32 |
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Drawdowns
FSTAX vs. FBGRX - Drawdown Comparison
The maximum FSTAX drawdown since its inception was -23.29%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FSTAX and FBGRX.
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Drawdown Indicators
| FSTAX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.29% | -58.64% | +35.35% |
Max Drawdown (1Y)Largest decline over 1 year | -2.65% | -12.65% | +10.00% |
Max Drawdown (3Y)Largest decline over 3 years | -3.63% | -27.07% | +23.44% |
Max Drawdown (5Y)Largest decline over 5 years | -16.18% | -43.08% | +26.90% |
Max Drawdown (10Y)Largest decline over 10 years | -16.18% | -43.08% | +26.90% |
Current DrawdownCurrent decline from peak | -1.65% | -6.87% | +5.22% |
Average DrawdownAverage peak-to-trough decline | -4.81% | -12.49% | +7.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.70% | 3.56% | -2.86% |
Volatility
FSTAX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Income Fund Class A (FSTAX) is 0.99%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.63%. This indicates that FSTAX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSTAX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.99% | 6.63% | -5.64% |
Volatility (6M)Calculated over the trailing 6-month period | 3.22% | 16.11% | -12.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.76% | 20.07% | -16.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.55% | 25.24% | -20.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.44% | 23.83% | -19.39% |
FSTAX vs. FBGRX - Expense Ratio Comparison
FSTAX has a 0.97% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Dividends
FSTAX vs. FBGRX - Dividend Comparison
FSTAX's dividend yield for the trailing twelve months is around 3.78%, more than FBGRX's 1.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 1.71% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
FSTAX Fidelity Advisor Strategic Income Fund Class A | 3.78% | 4.05% | 3.21% | 3.70% | 2.70% | 4.01% | 4.32% | 4.06% | 3.50% | 3.70% | 3.49% | 2.89% |
Frequently Asked Questions
FSTAX and FBGRX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FBGRX has higher volatility (6.63%) compared to FSTAX (0.99%). In terms of maximum drawdown, FSTAX dropped -23.29% vs FBGRX's -58.64%.
FSTAX currently has the higher Sharpe Ratio (1.43 vs 1.12), 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.
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