FZAFX vs. USNQX

In the year-to-date period, FZAFX achieves a 0.04% return, which is significantly lower than USNQX's 1.82% return. Over the past 10 years, FZAFX has underperformed USNQX with an annualized return of 16.09%, while USNQX has yielded a comparatively higher 17.38% annualized return.

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FZAFX has a 0.60% expense ratio, which is higher than USNQX's 0.42% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class Z (FZAFX) and USAA Nasdaq 100 Index Fund (USNQX). 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 FZAFX Sharpe Ratio is 0.42, which is comparable to the USNQX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of FZAFX and USNQX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FZAFX's dividend yield for the trailing twelve months is around 10.45%, more than USNQX's 2.15% yield.

The maximum FZAFX drawdown since its inception was -31.13%, smaller than the maximum USNQX drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for FZAFX and USNQX.

Fidelity Advisor Equity Growth Fund Class Z (FZAFX) and USAA Nasdaq 100 Index Fund (USNQX) have volatilities of 5.46% and 5.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.