FSTAX vs. JSOSX
Compare and contrast key facts about Fidelity Advisor Strategic Income Fund Class A (FSTAX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX).
FSTAX is managed by Fidelity. It was launched on Sep 3, 1996. JSOSX is managed by JPMorgan. It was launched on Oct 10, 2008.
Performance
FSTAX vs. JSOSX - Performance Comparison
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FSTAX vs. JSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSTAX Fidelity Advisor Strategic Income Fund Class A | -0.88% | 8.68% | 4.93% | 8.82% | -11.98% | 3.22% | 7.21% | 10.74% | -2.94% | 7.63% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 0.41% | 3.70% | 5.45% | 5.25% | 0.46% | 0.64% | 1.55% | 3.97% | 0.77% | 3.34% |
Returns By Period
In the year-to-date period, FSTAX achieves a -0.88% return, which is significantly lower than JSOSX's 0.41% return. Over the past 10 years, FSTAX has outperformed JSOSX with an annualized return of 3.84%, while JSOSX has yielded a comparatively lower 3.32% annualized return.
FSTAX
- 1D
- 0.00%
- 1M
- -2.65%
- YTD
- -0.88%
- 6M
- 0.34%
- 1Y
- 6.86%
- 3Y*
- 6.09%
- 5Y*
- 2.33%
- 10Y*
- 3.84%
JSOSX
- 1D
- 0.00%
- 1M
- -0.26%
- YTD
- 0.41%
- 6M
- 1.32%
- 1Y
- 3.43%
- 3Y*
- 4.66%
- 5Y*
- 3.10%
- 10Y*
- 3.32%
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FSTAX vs. JSOSX - Expense Ratio Comparison
FSTAX has a 0.97% expense ratio, which is higher than JSOSX's 0.77% expense ratio.
Return for Risk
FSTAX vs. JSOSX — Risk / Return Rank
FSTAX
JSOSX
FSTAX vs. JSOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Income Fund Class A (FSTAX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX). 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.
| FSTAX | JSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.03 | 5.06 | -3.03 |
Sortino ratioReturn per unit of downside risk | 2.82 | 9.95 | -7.14 |
Omega ratioGain probability vs. loss probability | 1.40 | 3.85 | -2.45 |
Calmar ratioReturn relative to maximum drawdown | 2.71 | 13.42 | -10.70 |
Martin ratioReturn relative to average drawdown | 10.69 | 93.93 | -83.24 |
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
| FSTAX | JSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.03 | 5.06 | -3.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 3.99 | -3.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 2.59 | -1.71 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 1.98 | -1.50 |
Correlation
The correlation between FSTAX and JSOSX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FSTAX vs. JSOSX - Dividend Comparison
FSTAX's dividend yield for the trailing twelve months is around 3.80%, more than JSOSX's 3.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTAX Fidelity Advisor Strategic Income Fund Class A | 3.80% | 4.05% | 3.21% | 3.70% | 2.70% | 4.01% | 4.32% | 4.06% | 3.50% | 3.70% | 3.49% | 2.89% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 3.74% | 3.82% | 5.05% | 4.77% | 1.69% | 0.55% | 1.26% | 2.85% | 3.00% | 3.21% | 4.30% | 3.44% |
Drawdowns
FSTAX vs. JSOSX - Drawdown Comparison
The maximum FSTAX drawdown since its inception was -23.29%, which is greater than JSOSX's maximum drawdown of -6.40%. Use the drawdown chart below to compare losses from any high point for FSTAX and JSOSX.
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Drawdown Indicators
| FSTAX | JSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.29% | -6.40% | -16.89% |
Max Drawdown (1Y)Largest decline over 1 year | -2.65% | -0.26% | -2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -16.18% | -0.98% | -15.20% |
Max Drawdown (10Y)Largest decline over 10 years | -16.18% | -6.19% | -9.99% |
Current DrawdownCurrent decline from peak | -2.65% | -0.26% | -2.39% |
Average DrawdownAverage peak-to-trough decline | -4.86% | -0.47% | -4.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.67% | 0.04% | +0.63% |
Volatility
FSTAX vs. JSOSX - Volatility Comparison
Fidelity Advisor Strategic Income Fund Class A (FSTAX) has a higher volatility of 1.53% compared to JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) at 0.34%. This indicates that FSTAX's price experiences larger fluctuations and is considered to be riskier than JSOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSTAX | JSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.53% | 0.34% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 2.38% | 0.50% | +1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.57% | 0.68% | +2.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.42% | 0.78% | +3.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.40% | 1.29% | +3.11% |