FZAHX vs. AAPL
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and Apple Inc (AAPL).
FZAHX is managed by Fidelity. It was launched on Aug 13, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZAHX or AAPL.
Key characteristics
| FZAHX | AAPL | |
|---|---|---|
| YTD Return | 40.04% | 17.04% |
| 1Y Return | 54.67% | 20.88% |
| 3Y Return (Ann) | 2.32% | 15.05% |
| 5Y Return (Ann) | 16.38% | 28.56% |
| 10Y Return (Ann) | 12.03% | 24.39% |
| Sharpe Ratio | 2.90 | 1.05 |
| Sortino Ratio | 3.67 | 1.63 |
| Omega Ratio | 1.51 | 1.20 |
| Calmar Ratio | 1.85 | 1.43 |
| Martin Ratio | 16.84 | 3.36 |
| Ulcer Index | 3.42% | 7.05% |
| Daily Std Dev | 19.78% | 22.52% |
| Max Drawdown | -49.18% | -81.80% |
| Current Drawdown | 0.00% | -5.08% |
Correlation
The correlation between FZAHX and AAPL is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FZAHX vs. AAPL - Performance Comparison
In the year-to-date period, FZAHX achieves a 40.04% return, which is significantly higher than AAPL's 17.04% return. Over the past 10 years, FZAHX has underperformed AAPL with an annualized return of 12.03%, while AAPL has yielded a comparatively higher 24.39% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FZAHX vs. AAPL - Risk-Adjusted Performance Comparison
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.
Dividends
FZAHX vs. AAPL - Dividend Comparison
FZAHX has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.44%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% |
AAPL Apple Inc | 0.44% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
FZAHX vs. AAPL - Drawdown Comparison
The maximum FZAHX drawdown since its inception was -49.18%, 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.
Volatility
FZAHX vs. AAPL - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and Apple Inc (AAPL) have volatilities of 5.43% and 5.26%, 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.