FZACX vs. FITLX

In the year-to-date period, FZACX achieves a -3.39% return, which is significantly lower than FITLX's -1.27% return.

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FZACX has a 0.48% expense ratio, which is higher than FITLX's 0.11% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class Z (FZACX) and Fidelity US Sustainability Index Fund (FITLX). 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 FZACX Sharpe Ratio is -0.18, which is lower than the FITLX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of FZACX and FITLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FZACX's dividend yield for the trailing twelve months is around 0.59%, less than FITLX's 1.31% yield.

The maximum FZACX drawdown since its inception was -37.65%, which is greater than FITLX's maximum drawdown of -34.35%. Use the drawdown chart below to compare losses from any high point for FZACX and FITLX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Advisor Diversified Stock Fund Class Z (FZACX) is 5.97%, while Fidelity US Sustainability Index Fund (FITLX) has a volatility of 6.41%. This indicates that FZACX experiences smaller price fluctuations and is considered to be less risky than FITLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.