FTHCX vs. SKYY

In the year-to-date period, FTHCX achieves a -3.99% return, which is significantly lower than SKYY's -3.65% return. Over the past 10 years, FTHCX has outperformed SKYY with an annualized return of 19.04%, while SKYY has yielded a comparatively lower 14.56% annualized return.

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FTHCX has a 1.73% expense ratio, which is higher than SKYY's 0.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class C (FTHCX) and First Trust ISE Cloud Computing Index Fund (SKYY). 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.

The current FTHCX Sharpe Ratio is 0.32, which is lower than the SKYY Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of FTHCX and SKYY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTHCX's dividend yield for the trailing twelve months is around 11.73%, while SKYY has not paid dividends to shareholders.

The maximum FTHCX drawdown since its inception was -82.81%, which is greater than SKYY's maximum drawdown of -53.20%. Use the drawdown chart below to compare losses from any high point for FTHCX and SKYY.

Fidelity Advisor Technology Fund Class C (FTHCX) has a higher volatility of 7.41% compared to First Trust ISE Cloud Computing Index Fund (SKYY) at 6.71%. This indicates that FTHCX's price experiences larger fluctuations and is considered to be riskier than SKYY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.