FZAHX vs. AAPL

In the year-to-date period, FZAHX achieves a -7.10% return, which is significantly higher than AAPL's -20.63% return. Over the past 10 years, FZAHX has underperformed AAPL with an annualized return of 17.22%, while AAPL has yielded a comparatively higher 21.60% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and Apple Inc (AAPL). 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 FZAHX Sharpe Ratio is 0.46, which is higher than the AAPL Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of FZAHX and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FZAHX has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.50%.

The maximum FZAHX drawdown since its inception was -44.45%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for FZAHX and AAPL. For additional features, visit the drawdowns tool.